Get started with Sendible for small teams
Sendible is a social media scheduling tool designed to help you save time while maximising your social media management efforts. Below, you'll find step-by-step instructions and helpful tips for setting up your account so that you can boost your online presence while saving hours on mundane and repetitive tasks.
Learn how to:
- Connect social media profiles
- Create posts and get them approved
- Manage your content library
- Design stunning visuals with Canva and optimise them with the built-in editor
- Monitor your incoming comments and assign them to team members
- Automate and customise reports
- Add more users and profiles
- Impress your clients with a branded social media tool
- Additional resources to set you up for success
Connect social media profiles
Before you can take advantage of Sendible’s features, you first need to connect at least one social media profile.
Learn how to connect a specific type of social media profile by following our step-by-step guides here:
- Add an Instagram account
- Add an Instagram reminder profile
- Difference between Instagram direct publishing and reminder profiles
TikTok
X (Twitter)
Google My Business
If you run into any issues, check out our related troubleshooting articles here.
Create posts and get them approved
Your smart compose box is where you can create posts for multiple profiles at the same time.
- Click Compose to open up your smart compose box
- Select the profile you want to create content for
- Add your message in the text box and add your media by clicking the attach
icon - Click the preview
icon to preview your post and see what it will look like once published - Send your post for approval by clicking ‘Send for approval’, then select which user needs to approve the post.
- Once your post is ready, you can Send Now to publish now, or click the calendar
icon, then select a date and Optimal Time to Schedule your post.
If you have multiple profile types selected in the Compose Box, you can click each tab to customise your copy and image for each profile type and add other channel-specific elements, like including a first comment for Instagram or selecting a video thumbnail.
Explore more about customising content here, sending posts for approval, plus how you can schedule hundreds of posts in bulk.
Manage your content library
Keep all your team’s content ideas in one place by adding them to your content libraries, plus keep them organised by tagging each piece of content.
Go to Content in your navigation, then select My Content to head to your content library.
Create a library
Organise your content by client or channel by creating separate libraries. Click New Library, enter a library name, and assign who can view it under 'Consumers', and who can add content to the library under 'Contributers'.
Add content to your library
After you select the library you want to add content to on the right-hand side, click Add Content and select whether you want to create ideas for social media or your blog.
In the pop-up, add a title, your content in the text box, and a tag to describe your content. You can then filter your content using the tags you create.
Design stunning visuals with Canva and optimise them with the built-in editor
Enhance your visuals and tailor them for each social network with Sendible's built-in image editor.
Once you add your image to your compose box, click the pencil 
icon to open up the built-in image editor. Here you can select one of the pre-set cropping options so that your image is optimised for each social media platform.
Need to design an image? Click the attach icon, then select Canva to open up Canva’s user-friendly designer within Sendible. This is where you can access thousands of templates and create stunning designs—without needing the help of a designer—to add directly to your post through Sendible’s compose box.
Monitor your incoming comments and assign them to team members
Stay on top of the comments and engagement you get on your connected social media channels in your priority inbox and social feeds views. This can be accessed by clicking Activity in your navigation bar.
The social feeds view allows you to view and respond to updates to all your social channels (where possible) in real time.
The priority inbox, on the other hand, will display messages and comments if you select the option for alerts to be brought into the inbox when setting up a profile. This is also where you will be able to assign a message or comment to a team member.
There will be delays between when a message is left on a social channel and when it's displayed in the priority inbox, so it is not a real-time update.
- Difference between priority inbox and social feeds views
- Overview of the priority inbox view
- Overview of the social feeds view
- Assign a message as a task
Respond to comments, mentions and messages
There will be several icons displayed on the message allowing you to view a conversation, repost, etc. If you’re unsure of which option is the reply option, hover your pointer over these icons and their function will be displayed.
Once you’ve located the message you want to respond to, simply click the left-facing arrow icon and type in your response.
icon to schedule your reply for a later time and date.Automate and customise reports
Impress your clients with Sendible's branded, custom reports that you can automatically send weekly, monthly, or quarterly.
Quick reports
These show you an overview of engagement on the connected social media profiles. Just click Reports in your navigation bar, then select the social media channel you want to report for.
Branded (custom) reports
If your subscription allows for it, Sendible offers a number of modules that can be used to build custom reports to help you assemble the analytics that demonstrate your value to your clients and team members. You can also easily add a cover page with your branding to maintain a consistent brand identity when communicating with your clients.
There are two ways you can build a custom report. Depending on your needs, you can either:
- Use the report builder to create a custom report from scratch, or
- Save a copy of a quick report and use that as a starting point to add your customisations.
Add more users and profiles
If you’re running out of users or profiles, you can easily add more within your existing subscription. However, if you want access to features not included in your current plan, you might consider upgrading.
Currently, users and profiles are bundled together, meaning that when you buy an extra user, you also get a set number of additional profiles.
To add more users and profiles, log in as an admin and go to the Subscription page. Under the 'Users & Profiles' section, you'll see a summary of your current allocations. Click the arrow next to this summary to add or remove users beyond your plan's standard amount.
Impress your clients with a branded social media tool
Keen to offer your clients a more comprehensive social media management solution? Our white-label option is a great way to resell an advanced, fully branded social media tool without the extra costs and efforts of managing day-to-day operations.
You’ll be able to maintain your brand colours, custom tabs, your own support pages, your own web domain, and even offer advanced features like customised free trials to potential leads and our clients for a smooth sign-up process. Take a look here for more information.
Additional resources to set you up for success
If you're having any technical issues with setting up profiles, don’t hesitate to reach out to our support team or take a look through our extensive help articles.
Plus, we have a whole host of other resources to help you make the most out of Sendible:
- Video tutorials
- Deep-dive webinars on best practices of Sendible features
- Free editable templates and resources from social media audits to mastering your campaigns
- Sendible’s Insights blog with industry news and best practices
Have more questions?
We'd be happy to help!
Please submit a support ticket with your questions. Providing screenshots or a video to explain what you expected or wanted will help get answers more quickly!