Welcome to Sendible!

Get started

You’ve got a team and are juggling a lot of responsibilities. With constant demands for your attention, you need to get your team up and running quickly. Start with these steps!

We’ll set up workspaces for your clients, brands, or locations, connect their social accounts, add your team members, compose a post with media attached, and send it to the social platforms. Plus, we’ll provide some ideas on where to go from there.

Set up workspaces

When you created your Sendible account, you set up your first workspace. If you work with multiple clients, brands, or locations, you'll want to set up a workspace for each.

Click Settings > Workspaces to view your list.

Click the New workspace button to add another one.

You'll be asked to provide a name for the new workspace. This name will only be visible in Sendible, and there may be limited space to display it at times, so shorter may be better, but it's up to you to decide what works.

You can assign it a colour to help differentiate it from other workspaces. This is also where you can add users you wish to have access to the workspace, if you've already added them.

If you have multiple users in the workspace, you can designate a 'Post approver'. Adding someone here means that they will need to approve every post on that workspace before it is sent. This approver can be another team member or a person from the client, brand, or location.

Don't forget to click the Create button at the bottom to finish setting up your workspace.

Connect your social accounts

Next, let’s connect a social media account to a workspace. Start with just one; you can add others later.

Click Profiles > Add profiles, then select the appropriate button for the social account you want to connect, and follow the prompts to complete the connection.

Once you have a social profile connected, you’re ready to start creating posts.

Add users

You’ll want to add your team members or a person from your client, brand, or location to help you with your workspaces.

Click Settings > Users to view the list of users.

Then click the New user button to add another person.

Set the 'User type' depending on who you are adding.

• Team member - Can create and schedule content with limited platform access.
• Client - Limited platform access with email notifications turned off by default.
• Admin - Full control over workspaces, users, and billing.

('Limited platform access' means only the workspace(s) they've been assigned to.)

You can set a colour to differentiate one user from another, or use the colours to identify their user type, or perhaps whether they are a client, brand, or location. How you use it is up to you! Every user MUST have a unique email address, and you can set a password for them, too. They can (and it is recommended that they should) change their password by going to https://app.sendible.com/#forgotmypassword. The permissions are set to the default.

Compose and schedule a post

Click the Compose button to begin creating a post. It doesn’t matter which order you do the following, but let’s walk through them one at a time.

Add text

Add your message in the body of the compose box. Social media doesn’t support rich text, such as bold or italics, so no need to worry about formatting.

Can’t think of what to write? Want to improve your post? Let the AI Assist button help you with that. You can define an audience and choose a tone, then add a prompt to generate a message. Or you can revise your post or generate a new one from it, if you’d like.

If you include a link in your message, a preview of the web page will be created. A preview will be generated, but its appearance depends on the web page you’re linking to, and it doesn’t work with all networks, such as Instagram.

Add an image or video

To add an image or video to your post, you can either upload your own files or find content from Pexels, Flickr, or GIPHY.

You can edit your media right in the compose box and make tweaks like resizing or even adding filters, text, or stickers.

Add profiles

You can add your social profiles before or after adding text or media. You can either add them one at a time using the ‘Select a profile’ drop-down list, or you can add multiple profiles by choosing them from a grid (9-square icon). You can also pin your most frequently used profiles to the compose box, and they'll be preloaded when you open it.

Make it a smart post

Once you have profiles added to a post, a smart tab will appear for each included social platform. You may see notification (yellow) or warning (red) icons on them, which should be reviewed before sending your post. Notifications are there for your information; warnings must be corrected before you can proceed.

Smart tabs allow you to make platform-specific edits and other modifications to your post. For instance, you may want to shorten your message for X (Twitter) or remove a GIF and replace it with a video for TikTok. When you do so, your post will be split into separate posts representing each version you have created, but you can send them all at once.

Send or schedule your post

Once you’ve composed your post, it’s time to send it on its way. Click the calendar icon (you may need to scroll down to see it) to schedule it for a later date or time, or send it immediately.

Congratulations! You’ve sent your first post through Sendible!

Bulk import messages

If you have been drafting your posts in a spreadsheet, you can also bulk import them to a workspace.

Approvals

While you can designate a person to approve all posts on a workspace, you can also send an individual post to another person in the workspace, along with a note, if that suits your needs.

That person will then get a notification and a task in their account. They can see who is asking and which workspace it applies to. They can add a comment and choose to approve or reject the post. More details can be found in the articles send messages for approval and work with approval tasks and assigned messages.

Reports

Once social profiles have been connected for a day or two and posts have been sent out, data will become available in the 'Reports' area of Sendible. There are a variety of reports, each containing different data depending on what the platform provides - they are not all the same. Choose one that interests you and explore the possibilities.

Go further

You've got the basics down now, so what's next? Check out these options for taking Sendible further. (Not all of these features are available on all plans.)

Find content

Looking for ideas for posts? RSS feeds help you keep up with websites relevant to you without having to sort through the noise.

• Add an RSS feed

Libraries

If you want to have a parking lot for future posts or there are posts, or even portions of posts such as hashtags, that you use repeatedly, consider using a library to store that content.

• Create and use a content library

Queues and repeat posts

Want to send posts on a regular basis? Learn how queues and repeat posts can help.

• Overview of queues
• Overview of repeat posts

Client Connect

Need a secure way for your clients/locations to add their social profiles to a workspace? Placing a Client Connect widget on your website can help.

• Overview of Client Connect

Monitor activity

When you want to engage with your audience and keep up with the conversation, you have two options under the Activity area within Sendible. Check out the differences between the Priority Inbox and the social feeds views and how they can be used.

• Difference between the Priority Inbox and social feeds views
• Overview of the Priority Inbox
• Overview of the social feeds view

Dynamic fields

Dynamic fields allow you to publish a single post across multiple profiles, with information specific to each user or profile. They work similarly to placeholders in an email campaign.

• Create and use dynamic fields
• Use dynamic fields when bulk importing posts

Permission groups

In higher subscription plans, you can control which aspects of Sendible groups of users should have access to, including publishing posts, viewing reports, interacting with the community, managing Profile Lists, and working with Libraries and RSS feeds.

• Set up a permissions group

White label

If you are interested in using a white-label version of Sendible for your organisation, please book a demo call to talk through your needs.

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!