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Publishing Instagram Posts in Lead Gen & CRM

Article: 000050624
Updated: July 16, 2024

Create and schedule a social media post for your Instagram account

Currently, Instagram is one of the most popular social media platforms, and having a presence on the platform can greatly benefit your organization. Lead Gen & CRM allows you to create, schedule, publish, and configure your Instagram posts—all in one location. This way, you can use Instagram to your benefit and execute you social media plan flawlessly.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Creating and Scheduling Instagram Posts

You can create Instagram posts once you have connected a relevant profile.

To create and publish Instagram posts, do the following:

  1. Click Content Calendar in the left toolbar.
  2. Click Create > Social Post.

    CREATE SOCIAL POST

     

  3. Select a connected Instagram profile.
  4. Enter content into the What would you like to share? text box. 
  5. Add an  image.png  Image file from your computer or the File Manager.
    Important: Instagram posts cannot be published without an image.
  6. Click Schedule Post.

    Create a new instagram post

     

  7. Click the Post drop-down menu. Choose either of the following:
    • Post Now: Schedules the social media post for immediate release.
    • Schedule Multi-Post for Later: Schedules the social media post at a chosen date and time. 
  8. Click Post to.

    Schedule instagram post

Note: The Published by Lead Gen & CRM text is not visible to the public. Instagram posts are limited to a maximum of 2200 characters and 30 separate hashtags. 

Instagram Post Limitations

When posting to Instagram, be aware of the following limitations:

  • Instagram does not support hyperlinks. Campaign UTM codes will not be appended to Instagram posts. Media Center asset links will not be included in Instagram posts. 
  • Lead interaction information is different. Unlike other social media interactions, Instagram post interactions do not appear on the Life of the Lead timeline.


Unscheduling Instagram Posts


Important: Published social posts cannot be unscheduled or otherwise deleted through Lead Gen & CRM. You will need to delete published Instagram posts in Instagram.

To unschedule future posts, do the following:

  1. Click Content Calendar in the left toolbar.
  2. Click the desired social post.

    Select post from content calendar

     

  3. Click  trash.png  Delete.

    DELETE POST

     

  4. Click Delete in the pop-up window that appears.

    DELETE

     

Refer to Content Calendar Overview for more information on scheduling and unscheduling social posts.



Editing or Rescheduling Instagram Posts

You can edit social posts that are scheduled but not yet published, or you can change the date/time the post is scheduled for. 

To edit scheduled future social posts, do the following:

  1. Click Content Calendar in the left toolbar.
  2. Click the desired scheduled social post. 

    Select post from content calendar

  3. Click  12pencil.png  Edit.

    EDIT POST

     

  4. Edit the post as necessary and then click Schedule Post.

    SCHEDULE EDITED POST
     
  5. Click the Post drop-down menu. Choose either of the following:
    • Post Now: Schedules the social media post for immediate release.
    • Schedule Multi-Post for Later: Schedules the social media post at a chosen date and time. 
  6. Click Post to.

    POSTING TO INSTAGRAM

     

Important: Only scheduled future posts can be edited in Lead Gen & CRM, and you cannot make edits to published Instagram posts in Lead Gen & CRM. Published posts must be edited in Instagram.



Copying Instagram Posts

You can copy or duplicate a social post.

To copy posts, do the following:

  1. Click Content Calendar in the left toolbar.
  2. Click the desired social post. 

    Select post from content calendar

  3. Click  copy.png  Copy.

    Copy post
     
  4. Edit the post, if desired.
  5. Click the checkbox of the social media account to copy the post to.
  6. Click Schedule Post.

    Copy post to another social media platform
     
  7. Click the Post drop-down menu. Choose either of the following: 
    • Post Now: Schedules the social media post for immediate release.
    • Schedule Multi-Post for Later: Schedules the social media post at a chosen date and time.
  8. Click Post to.  

    Schedule copied post



Supported File Types

Lead Gen & CRM has a set list of file types that are supported when uploading files to the Media Center. However, Instagram only allows you to post .JPEG and .JPG files through Lead Gen & CRM.

When posting .JPEG and .JPG files, be aware of the following:

  • The maximum file size is 8 megabytes
  • The aspect ratio must be within a 4:5 to 1.91:1 range
  • The minimum file resolution is 150 x 150 pixels
  • The maximum file resolution is 1920 x 1080 pixels
  • Resolutions lower than the minimum will be scaled up to the minimum, and resolutions higher than the maximum will be scaled down to the maximum

When posting to Instagram, if you try to post an unsupported file type that is unsupported by the social media platform, the post may fail outright. Unsupported file types display as a black square in their respective posts on Instagram.

 


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