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- Social Media Management
- Get started
Get Social Media Management running in four steps.
Start with your accounts, approval chain and one campaign.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Social Media Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Social Media Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe your team, your accounts and the first process you want to run.
Prepare the first operating cycle
Start with your main accounts, your approval chain and one campaign, and add inbox routing and competitor research once approvals run smoothly.
- Social accounts and who manages each connection.
- Approval steps and approvers.
- Content library, tags and hashtag groups.
- The campaign, its posts and the people who will use the system.
Review before release
Rehearse resubmission against the existing approval chain, inspect a failed destination beside the parent post, and verify that a repeated daily rollup updates the same result. Reconcile planned publication times with your current tool, invite the team with their roles and release the reviewed configuration.
Set up Social Media Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.