---
title: Social Media + Planning
slug: editorial/social-media-planning
docTags: 
createdAt: 2025-12-05T13:17:59.150Z
---

## Required plugins 

If not activated by default, activate following plugins in the Hub.

1. Nelio Content
2. Nelio Purple Hub extension

## Quick Setup Checklist

### Step 1: Connect Social Profiles

- Navigate to **Social Profiles** tab
- Click on one of the Social Media Logos a the Bottom to add a profile for each social media account.
  - You can can add the Social media through the login page of that social media
  - You can add the social media with 'Buffer', an tool to better automate the scheduling of your posts. 
- Authorize Nelio to access your accounts
- Set language for each profile
- Assign priority numbers (1 = highest)
- Verify all connections show green status

### Step 2: Configure Managed Post Types

- Go to **Advanced** tab > Social Settings
- Check which content types should have social sharing enabled
- Typical selection: Articles (always), Pages (optional)

### Step 3: Set Default Sharing Behavior

- In **Advanced** tab > Social Settings
- Choose: "Exclude all posts, unless stated otherwise" for opt-in approach
- Or leave unchecked for automatic sharing by default

### Step 4: Create First Automation Group

- Go to **Automations** tab
- Click "Add Group"
- Select post types (e.g., Articles)
- Set publication date filter (typically "Any date" for new sites)
- Select target social profiles
- Click "Save Changes"

### Step 5: Configure Notifications

- In **Advanced** tab > Cloud Notifications
- Add email addresses for profile expiration alerts (one per line)
- Enable Plugin Setup Notifications if working with a team

### Step 6: Enable Meta Tags (if needed)

- In **Advanced** tab > Meta Tags
- Enable Facebook Open Graph tags (only if NOT using Yoast/Rank Math)
- Enable X (Twitter) Card meta tags (only if NOT using Yoast/Rank Math)

### Step 7: Test Configuration

- Create and publish a test post
- Check that social messages are generated automatically
- Verify messages appear in selected social profiles
- Review and adjust settings if needed

## Settings

Access plugin settings via **Nelio Content > Settings**

## 1. Social Profiles Tab

![](https://api.archbee.com/api/optimize/ygR6KtT9QI_R0u3uKTJsm/Z9JFvh4DiqmDaS7-J9uER-20251205-145004.png)

### Connected Profiles

- **Profile Limit:** Up to 25 social media profiles
- **Supported Platforms:** Twitter/X, Facebook, LinkedIn, Google My Business, Pinterest, Reddit, Instagram, Telegram, TikTok, Tumblr, Mastodon

### Profile Configuration

Each connected profile displays:

- **Platform type and profile name**
- **Connection date**
- **Language selector:** Choose language for localized content generation
- **Priority number:** Determines posting order (1 = highest priority)
- **Connection status:** Green = active, Red/Yellow = requires re-authorization

### Automatic Message Generation

Nelio automatically generates up to 3 social messages when publishing new content.

**Control Options:**

- **Reset Social Messages:** Clear existing automated messages
- **Pause Social Publication:** Temporarily disable automatic sharing for specific content

## 2. Automations Tab

Create automation groups to control which content is shared and where.

![](https://api.archbee.com/api/optimize/ygR6KtT9QI_R0u3uKTJsm/hEtRZMj4LKNjmDM9KR_ar-20251205-145044.png)

### Content Selection Criteria

**Post Types**

- Select content types to share: Articles, Pages, Custom Post Types
- Multiple post types can be selected per group

**Publication Date**

- **Any date:** Include all content
- **Specific dates:** Only content published on selected dates
- **Date ranges:** Content published within specified time periods

### Distribution Targets

- Select which connected social profiles receive automated posts
- Visual profile selector shows active destinations

**Actions:**

- **Save Changes:** Save current automation group settings
- **Add Group:** Create additional automation rules for different content strategies

## 3. Calendars Tab

![](https://api.archbee.com/api/optimize/ygR6KtT9QI_R0u3uKTJsm/tvkUVdA3vu0yaG1qs1Xob-20251205-145159.png)

iCal Calendar Integration

- Add external calendar feeds via URL input
- Supports standard iCal format calendars
- Enables centralized scheduling across calendar systems

**Configuration:**

1. Enter iCal feed URL
2. Click "Add" button

## 4. Advanced Tab

### Social Settings

![](https://api.archbee.com/api/optimize/ygR6KtT9QI_R0u3uKTJsm/c2IvE4gimvJiPQ28x1TG1-20251205-145319.png)

**Managed Post Types**

- Define which content types (Articles, Pages, Custom Post Types) can be shared socially
- Only checked post types will have social media sharing options

**Automatic Social Sharing**

- **"Exclude all posts, unless stated otherwise":** Opt-in model where posts must be explicitly enabled for sharing
- Determines default behavior for new content

### Notifications

**Plugin Setup Notifications** Email notifications for:

- Post status updates
- Editorial task creation or completion
- Editorial comment additions

### Cloud Notifications

- Enter email addresses (one per line)
- Alerts sent when social profiles expire and require re-authentication

### iCal Calendar Feed

- Export scheduled posts to external calendar tools (Google Calendar, etc.)
- Creates calendar feed for team coordination
- Generated feed URL can be imported into external applications

### Missed Schedule Handler

- Monitors  scheduled posts
- Automatically publishes posts that fail to publish on schedule due to "missed schedule" errors

### Meta Tags

**Facebook Open Graph Tags**

- Enable to add Open Graph meta tags for improved Facebook sharing
- Disable if using another SEO plugin (Yoast, Rank Math, etc.)

**X (Twitter) Card Meta Tags**

- Enable to add Twitter Card meta tags for improved X/Twitter sharing
- Disable if using another SEO plugin

### External Featured Images

**Enable Feature**

- Use external image URLs as featured images without downloading to media library

**Mode**

- Configure default mode for external image processing

**Autoset**

- Automatically use first image in post as featured image if none specified

### Hub Configuration

**Public Target URL**

- Define public-facing URL for the Hub
- Enter your site's primary domain

**Target URL Call Parameter**

- Control how article IDs are passed in URLs
- Example: "Use article ID as GET-Param 'id'"
- Results in URLs like: https\://yourdomain.com/api/article?id=123

## Troubleshooting

### Social Messages Not Auto-Generating

**Possible Causes and Solutions:**

1. **Post type not included in automation group** 
   - Check: Automations tab → verify post type is selected
2. **Post type not managed by plugin** 
   - Check: Advanced > Social Settings > Managed Post Types
   - Solution: Enable the post type
3. **Social publication paused** 
   - Check: In post editor, look for "Pause Social Publication" status
   - Solution: Uncheck "Pause Social Publication"
4. **No profiles selected in automation group** 
   - Check: Automations tab → verify at least one profile is checked
   - Solution: Select target profiles and save
5. **Opt-in mode enabled but post not marked for sharing** 
   - Check: Advanced > Social Settings > "Exclude all posts, unless stated otherwise"
   - Solution: Either disable opt-in mode or manually enable sharing for each post

### Social Profile Connection Expired

**Symptoms:**

- Red or yellow indicator on profile
- Posts not being published
- "Re-authorization required" message

**Solution:**

1. Go to Social Profiles tab
2. Find the expired profile
3. Click "Reconnect" or profile name
4. Re-authorize access
5. Verify green status appears

**Prevention:**

- Set up Cloud Notifications with multiple email addresses
- Check profile status monthly

### Missed Schedule Errors

**Problem:** Posts stuck in "scheduled" status, never published

**Solutions:**

1. **Enable Missed Schedule Handler** 
   - Advanced tab > Missed Schedule Handler
   - Check to enable automatic recovery
2. **Check WP Cron** 
   - Verify wp-cron.php is functioning
   - Contact hosting provider if issues persist
3. **Server Resources** 
   - High traffic sites may need server cron instead of WP cron
   - Consider upgrading hosting plan

### Deleting a Social Media Channel

When a connected Social Media channel is deleted in Purple, the following behavior applies:

**Published posts:** The post entry disappears from the Social Media sidebar in the article editor. The post itself remains live on the social media platform and is not affected.

**Scheduled posts:** Scheduled posts are only transferred to Buffer at the time of publication. If the channel is deleted beforehand, these posts will no longer be published.

**Re-connecting the same channel:** Previously linked post entries will not be restored in the Social Media sidebar.

**Required role:** Only users with the **Admin** role can delete Social Media channels.

⚠️ Note: When deleting a channel, Purple will warn that associated templates will be deleted. It does not currently warn about the impact on scheduled or published posts.

### Note on @Mentions in Social Posts

Purple's social publishing feature is powered by Nelio Content, which enables scheduling and publishing posts to social media platforms (e.g. LinkedIn) directly from the CMS via their official APIs.

Due to how the LinkedIn API works, true @mentions of people or company pages cannot be generated automatically. LinkedIn requires internal entity IDs for mentions, which are normally only resolved through LinkedIn's own autocomplete when composing a post natively. As a result, any @name typed in Nelio/Purple is passed to LinkedIn as plain text and will not become a clickable mention or link.

This is a technical limitation of the LinkedIn API and affects most CMS-based publishing integrations that post content programmatically.