Loomly Tutorial For Beginners | How To Use Loomly

How to Use Loomly: A Beginner's Guide

Introduction to Loomly

• Loomly is introduced as a powerful tool for social media management, designed to simplify the process of creating and scheduling content across various platforms.

• The tutorial aims to guide users through setting up their Loomly account and creating their first calendars.

Creating Your Loomly Account

• To start using Loomly, users must create an account by entering their email address and clicking the "Get Started" button.

• After signing up, users need to provide personal details such as name, password, and company information before proceeding.

Dashboard Overview

• Upon accessing the dashboard, users will see various cards representing different tasks or areas within the platform.

• Key components include:

• Calendar Card: For managing new calendars.

• Post Overview Card: Summarizes post statuses (drafts, approved, scheduled).

• On the Radar Card: Displays upcoming posts for specific dates.

Creating a Calendar in Loomly

• Users can consolidate multiple social media accounts into one calendar for better organization.

• To create a calendar:

• Navigate to the calendars tab and click on "Add New Calendar."

• Upload a logo image if desired and enter relevant details like calendar name and time zone.

Connecting Social Media Accounts

• After setting up the calendar, users can connect their social media accounts (e.g., Facebook, Twitter).

• Each platform has a corresponding connect button; authorization requires entering account credentials.

Defining Your Calendar Workflow

How to Set Up a Calendar in Loomly

Selecting a Workflow

• Users can select a specific workflow by clicking the "select" button next to their choice. Alternatively, they can skip this step by clicking "next" to proceed without setting up a workflow.

Configuring Post Idea Preferences

• To configure post idea preferences, users need to enter the name of the post idea in the RSS feed URL field and click "add." Loomly can fetch entries from RSS feeds and create draft posts automatically.

• After adding desired post ideas, users should click "Save RSS feeds" and then continue by clicking "next," or they may choose to skip this step as well.

Inviting Collaborators

• In the final step of creating a new calendar, users have the option to invite collaborators. They can enter email addresses and assign roles before sending invitations.

• A confirmation message will appear once invitations are sent. If users prefer not to invite collaborators at this time, they can complete the process by clicking "finish."

Finalizing Calendar Setup

• After successfully creating the calendar, users will be directed to the calendar view where they can set up specific post details.

• In this view, users can select social media channels for each post, define reusable content, fine-tune settings for each channel, and create individual posts.

Conclusion