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Social Media Automation · Feature guide

Social Media Automation: account setup to verified publication

Connect supported social accounts, prepare private drafts and media, publish deliberately and verify every provider receipt.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Marketing → Social Media Marketing Automation

Permission

View module; separate Manage connections, Create posts, Publish posts and administrator settings

Before you begin

Start with dedicated test accounts. A configured app, a connected account, an accepted queue request and a verified provider publication are separate milestones.

Follow these steps

  1. Assign the required permissions, then configure the provider apps with the exact callback shown in the selected workspace.
  2. Complete official consent or the supported Bluesky/Mastodon connection flow, choose destinations explicitly and verify their identities.
  3. Prepare a private draft with suitable media, a clear caption, hashtags, link and accessible description. Inspect each destination variation and preview.
  4. Complete network-specific audience, interaction and disclosure controls. Unlock direct publishing only when an authorised controlled test is ready.
  5. Choose Post Now once, inspect each destination receipt and verify the actual content, visibility and final processing in the provider account.

Fields and options

Supported destinations
Facebook Pages, Page-linked professional Instagram, Threads, LinkedIn member profiles, TikTok creators, Pinterest boards, YouTube channels, Bluesky and public HTTPS Mastodon instances.
Content workflow
Own private drafts, own encrypted media library, account-specific captions, live local preview, compatibility preflight and immutable queued publication requests.
Operations
Connection verification, batch health checks, supported token renewal, disconnect, automatic dispatch, asynchronous reconciliation and destination-level receipts.

Rules and limits

  • Provider app review, organisational ownership, consent, quota and media-domain approval cannot be replaced by the module’s settings.
  • The current UI supports Post Now rather than a future-date social scheduling calendar. It does not publish to X/Twitter, buy ads or generate external AI content.
  • Unknown external outcomes are not automatically replayed. Check the provider before creating a replacement request.

Check the result

  • Complete the provider-specific first-test procedure and match every destination with the real account outcome.
  • Verify a draft save and connection check caused no external publication.

If something does not look right

  • Use the OAuth/account-selection guide for callback problems, the media guide for format errors and the receipt recovery guide for uncertain publication.
  • Keep credentials and tokens out of help requests; share redacted request references, destination and UTC time.

Common questions

Can I call a successful queue test end-to-end publishing?

No. End-to-end evidence also needs official consent, correct account identity and direct verification of the actual provider post.

Are all networks ready as soon as the module is activated?

No. Apps, accounts, provider approval, content eligibility and the direct-publishing gate each need separate setup.

Complete task index

Choose the task you need. Each guide includes its screen route, access requirements, steps, result checks and troubleshooting.

Start and configure

Open Social Media Automation and assign publishing permissionsFind the social workspace and separate connection management, drafting, publication and administrator configuration.Configure social provider apps and exact OAuth callback URLsSave the correct application credentials securely and register the callback shown by the selected workspace before testing a social connection.Approve or disable direct social publishingUse the separate administrative gate deliberately after provider connections and a controlled test plan are ready.

Connect accounts

Authorise a social connection and choose the right accountsComplete provider consent in the same workspace and explicitly select the destinations you intend to connect.Verify, renew and disconnect social accountsCheck the actual destination identity, understand token maintenance and remove local credentials when a connection should no longer be used.

Create content

Save, reopen and delete private social draftsPrepare a post without publishing rights, keep your own draft content and reopen it for a later authorised submission.Write captions, hashtags, links and accessible post textPrepare a clear social caption, tailor destination text and use the preview and quality checklist before publication.Upload social images and videos and reuse your private mediaChoose a supported file, understand uploader ownership and check network-specific compatibility before queuing.Set TikTok audience, interactions and commercial disclosuresUse live creator settings, choose privacy explicitly and complete the required TikTok consent and disclosure controls.

Publish and verify

Select destinations and resolve publishing preflight resultsCheck account-specific captions, character limits and media compatibility before creating a multi-network post request.Publish with Post Now and verify every destination receiptSubmit one deliberate request, follow automatic dispatch and confirm the actual network outcome before reporting success.Resolve pending, partial, failed and unknown social publicationsRead destination-level evidence and recover deliberately without duplicating a post that may already exist.Troubleshoot social queues, provider access and media processingUse the existing receipt, connection health and worker evidence to identify the failing layer without exposing credentials or changing unrelated configuration.

Provider guides

Connect Facebook Pages and publish a Page postAuthorise the Facebook Page you manage, select the correct destination and verify a controlled Page publication.Connect a professional Instagram account and publish mediaUse the supported Facebook Login route for a Page-linked professional Instagram account and verify its published image or video.Connect Threads and publish supported text or mediaAuthorise a Threads profile with the required publishing scopes and check the final thread after provider processing.Connect LinkedIn and publish to your member profileUse LinkedIn member consent for professional text or image posts and verify the result on the authorised profile.Connect TikTok for approved direct photo and video postingConfigure TikTok Login and Content Posting access, authorise the creator and prepare a test that respects app review and media-domain requirements.Connect Pinterest boards and publish an image PinSelect an authorised board, prepare a supported image and publish a Pin with a clear title and destination link.Connect a YouTube channel and upload a video with explicit audience settingsAuthorise the correct channel, choose privacy and made-for-kids designation, and verify the uploaded video in YouTube Studio.Connect Bluesky with an app password and publish a postUse a dedicated Bluesky app password, verify the account identity and publish supported text or a small image.Connect a Mastodon instance and choose post visibilityAuthorise a public HTTPS Mastodon server, verify the account and publish text or supported images with the intended visibility.