Social Media + Planning

22 min

Required plugins

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

Nelio Content

Nelio Purple Hub extension

Quick Setup Checklist

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)

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

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.

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

iCal Calendar Integration

Add external calendar feeds via URL input

Supports standard iCal format calendars

Enables centralized scheduling across calendar systems

Configuration:

Enter iCal feed URL

Click "Add" button

4. Advanced Tab

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

Possible Causes and Solutions:

Post type not included in automation group

Check: Automations tab → verify post type is selected

Post type not managed by plugin

Check: Advanced > Social Settings > Managed Post Types

Solution: Enable the post type

Social publication paused

Check: In post editor, look for "Pause Social Publication" status

Solution: Uncheck "Pause Social Publication"

No profiles selected in automation group

Check: Automations tab → verify at least one profile is checked

Solution: Select target profiles and save

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

Symptoms:

Red or yellow indicator on profile

Posts not being published

"Re-authorization required" message

Solution:

Go to Social Profiles tab

Find the expired profile

Click "Reconnect" or profile name

Re-authorize access

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:

Enable Missed Schedule Handler

Advanced tab > Missed Schedule Handler

Check to enable automatic recovery

Check WP Cron

Verify wp-cron.php is functioning

Contact hosting provider if issues persist

Server Resources

High traffic sites may need server cron instead of WP cron

Consider upgrading hosting plan

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.

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.