To schedule, publish, and analyze content in Reports.re, you first need to set up Outlets and authorize access to your social media accounts. This setup allows Reports.re to connect directly with platforms like YouTube, Instagram, TikTok, and Facebook so it can publish content and retrieve performance data.
This guide explains the difference between outlets and authorization, and walks you through the process of authorizing your channels.
What is an Outlet?
An Outlet in Reports.re represents a publishing destination, such as a YouTube channel or Instagram account. It helps organize and manage your content across different platforms.
Without authorization, outlets can be created but they won’t be able to publish posts or pull analytics.
What is Authorization?
Authorization allows Reports.re to connect with your social media accounts. This connection is what enables:
- Publish posts from Reports.re to your social media account.
- Display performance insights from your social media account.
1. Setting Up Outlets and Authorizing Channels
- Go to Workspace Settings from the left navigation panel and select Outlets.
2. Authorize Your Social Media Account
To link Reports.re with your social media account:
- Click "Channel Setup Assistant".
- Select the relevant platform.
- Click "Authorize new channel or account".
- Follow the prompts to grant Reports.re access.
- Once your channel has been authorized, click "Continue".
3. Link the Authorized Channel to the Outlet
If a matching outlet exists:
- Select the outlet you want to link with the authorized channel.
- Click "Continue".
If no matching outlet is found or you want to create a new one:
- Click "Create New".
- Fill in the required information.
- Click "Add" to create the outlet.
- Click "Continue" to proceed.
4. Assign the Channel to a Group
If a suitable group already exists:
- Select the existing group from the list.
If no group exists or you want to create a new one:
- Click "Create New".
- Enter a name for the new group.
- Click "Add" to create it.
After selecting or creating a group:
- Choose the appropriate content type (e.g., video, short, etc.).
- Click "Continue" to proceed.
5. Choose a Language Version
- Select the language version relevant to the channel.
- Click "Continue" to proceed.
6. Set a Publishing Schedule (Optional)
This step is optional. You can skip it if you want to set it later.
To automate publishing:
- Enter a schedule title.
- Choose the desired frequency (e.g., daily, weekly, monthly).
- Click "Add Slot" and set when the content will be published (e.g., every Monday at 1:00 AM).
- Set the start date and define the duration for how long the schedule will remain active (e.g., 90 days from today).
7. Save the Configuration
- Click "Save" to finalize the setup.
- Your outlet is now fully connected and ready for publishing and analytics.
