Setting Up Social Automation

This article walks through the complete Social Automation setup.

Before you begin: You need an active Social Automation add-on, access to at least one Facebook Page, and a connected MLS or IDX feed for listing posts. Instagram is optional; to publish there, link an Instagram Business or Creator account to the Facebook Page first.

Open Social Automation

In Placester, open Content, select Social, and then select Connect.

Connect Facebook and Instagram

Select CONNECT on the FACEBOOK & INSTAGRAM card.

The Facebook and Instagram connection card

  1. CONNECT: Open Meta's authorization flow.

Sign in to Facebook, choose the Pages that Placester may access, choose their linked Instagram accounts, review the requested access, and save.

Meta may offer access to current Pages only or to all current and future Pages. Current-only access is narrower; future Pages require another authorization unless you choose the broader option.

Choosing a Facebook Page in Meta

  1. Select every Facebook Page you want to make available to Placester, then select Continue.

Choosing a linked Instagram account in Meta

  1. Select the linked Instagram accounts you want to make available, then select Continue.

Reviewing Placester access in Meta

  1. Review the requested access and select Save.

When setup succeeds, the connection card shows the connected destination and ready to publish. Use Publishing Destinations from its three-dot menu to choose which available Pages publish.

A connected Facebook Page and Instagram account

  1. Confirm that the intended destination shows ready to publish.

For Meta prerequisites, reconnection, and expired connections, see Connecting Facebook and Instagram.

Confirm your brand

Select Settings. The Brand card links to your Business Profile, where Social Automation gets its colors, font, and logos.

Brand controls on Business Profile

  1. Set the Primary color and Secondary color used across your social videos.
  2. Pick the Font for on-video text.
  3. Upload your Agent / Team logo.
  4. Upload your Brokerage logo.

If these details are not configured, Social Automation uses a default Placester look until you add them.

Choose video looks

Return to Content → Social → Settings and find Template selection.

Social Automation template selection

  1. Choose one or more looks for each post type: Blog, New listing, Sold listing, and Active listing.

The same look is used on Facebook and Instagram. If you choose multiple looks for a post type, Social Automation randomly chooses one for each new video, so the same look can be chosen more than once. At least one look must remain selected for every post type.

See Choosing Your Social Automation Templates for more detail.

Set listing filters

Under Listing filters, configure New listings, Sold listings, and Active listings separately.

Listing filters in Social settings

  1. Select a listing type, then choose eligible property types and optional price, bedroom, and bathroom limits.

Only Residential is selected by default. Residential properties use price, bedroom, and bathroom rules; land and commercial properties use price rules only.

For the complete filter behavior, see Listing Filters: Controlling Which Properties Get Posted.

Set the still-on-market publish time

Select Active listings to set the daily Post time and Time zone for still-on-market posts.

New and sold listing posts are triggered by eligible MLS events rather than this daily time.

Choose the blog source

Under Blog Source, select the Placester website whose published blog posts should trigger Social Automation. Publishing a blog post is the trigger; Content Automation is not required.

Selecting a source establishes the current newest published post as the starting point. Social Automation does not backfill older blog posts. Each newly eligible article can produce an initial video and one follow-up 48–72 hours later, subject to the one-blog-video-per-local-day limit.

See Choosing a Blog Source for Social Automation for the complete workflow.

Check your calendar

Select Calendar to review posts published from Placester. It can take time for eligible listing activity or a newly published blog post to produce a post.

See Using the Social Calendar for post history and one-off publishing. If nothing appears, follow Troubleshooting Social Automation.

Need more help?

For questions, concerns, or feedback, chat with our team at app.placester.com/chat.

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What Is Social Automation?

Connecting Facebook and Instagram to Social Automation
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