Email Notification

📧 Email Notifications are available for the following in Social Planner -

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🔁 Account Expired – Social Accounts whose tokens have expired

⏳ Account PreExpiry – Social Accounts like Facebook pages have expiry of 60 days; before 60 (around 50th day), user will get notified to refresh the token

📝 Request for Approval – Social Post which is scheduled for approval, requesting the user to approve the scheduled post

✅ Post Approved update to Creator – Notifying the creator of the post if the scheduled post was approved

❌ Post Rejected update to Creator – Notifying the creator of the post if the scheduled post was rejected

⚠️ Post Failed – Notifying the users selected about the scheduled post failure

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⚙️ How do the notification for Social Planner work?

1️⃣ Go to Marketing > Social Planner

2️⃣ In Social Planner, click the gear icon (⚙️) beside the New Post button

3️⃣ In Social Planner Settings, go to the Notification tab

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📬 How does each Notification for Social Planner work?

1. Notification settings for account pre-expiry

   ✏️ Edit by clicking the pencil icon

   👤 Select the sub-account users

   🔄 Set how often the user should be reminded to refresh the account

   📝 Choose different templates other than default

   

   

2. Notification Settings for Account Expired ✏️ Edit by clicking the pencil icon

   👤 Select the sub-account users

   🔄 Set reminder frequency for token reconnect

   📝 Choose different templates

   

   

3. Notification for Request for Approval ✏️ Edit email notification for scheduled post approval

   📝 Choose different templates

   

   

4. Notification for Approved Post ✏️ Edit email notification to creator of the approved post

   📝 Choose different templates

   

   

5. Notification for Rejected Post ✏️ Edit email notification to creator of the rejected post

   📝 Choose different templates

   

   

6. Notification for Failed Post ✏️ Edit email notification for the failed post

   📝 Choose different templates

   

   

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❓ FAQ

1️⃣ How to change the default email template for notification?

🛠️ Go to Emails > Template

➕ Click New and select Email Marketing Template

📚 When the template library opens, on the left, choose System Template, select the template, and edit content

🔄 Go to Social Planner Notification and change the template

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2️⃣ How does Pre-expiry notification work?

🔔 Pre-expiry email will trigger (if enabled) when the token (e.g., Facebook Page) is set to expire in 90 days

📅 The notification will trigger on the 80th day