Welcome to HeyOrca! This article covers how to set up your first calendar on your trial, and get your first post out!
Step 1: Enter in Your First and Last Name to Set Up Your Account
Step 2: Enter your Company Name
Here's where you can enter your company name and details to finish set up your account!
Step 3: Enter Your Calendar's Name
Your calendar is your content planning and scheduling dashboard, where you can manage all of your posts. Here, you can enter the name you'd like to give your calendar! This can be your client's brand name, company name, or anything else you'd like!
Step 4: Connect your First Account
After entering your calendar name, you'll be prompted to connect your first account. Select the blue connect button to choose a channel type.
You'll need to ensure that you have the required access to the account you're trying to connect.
Facebook - Be an admin on the FB page
Instagram Professional Profile - To use direct publishing, your Instagram account needs to be a Business or Creator account and be connected to a Facebook page. For Instagram Professional profiles, we highly recommend having Business Admin access on the account's Meta Business Suite.
Instagram Personal Account - Login access to the Instagram account. Note: Instagram personal accounts cannot use direct publishing.
LinkedIn Company Page - Superadmin access to the page
LinkedIn Personal Profile - Login access to the account
TikTok Business & Personal Profile - Login access to the account
Pinterest - Login access to the account
Google Business Profile- Login access to the Google account that has manager access/permissions to your Google Business Profile Location
Once your account is connected, you can add additional accounts, or proceed to planning your first post!
Step 5: Create your First Post!
Now that you've gotten your account connected, you'll be brought to the post creation and preview page. Here's where you can add your posts media and captions, hashtags, and select a scheduling time!
Step 6: Schedule your Post for Publishing
Once you've added in your desired information including your post media, caption, and anything else you'd like to include, you can schedule your post for publishing.
To schedule the post at your chosen time, set the post-stage to 'Approve'.
Once approved, your post will be published at the selected time.
If you'd like to schedule the post for approval by your team, you can use the 'Awaiting Approval' stage. Click here to learn more about our multi-approval process!
To publish the post instantly, select 'Publish Now'!
Step 7: Relax!
Once your post has been scheduled successfully in your calendar, it will publish automatically at the designated time!
When your post has been successfully published, you'll see it indicated by the blue 'Published' stage. You can also visit the published post directly on the platform by pressing 'Visit Post'!