Connect social accounts

Connect your Instagram or X account on the Channels page so Mark can schedule and publish posts there once they're approved. Open it from the sidebar: Content > Channels.

The page has four groups: Social, Website, Email, and Ads. Each channel gets a card with its connection status and its publishing rules.

Connect Instagram or X

1. In Social, find the Instagram or X card and select Connect.
2. Sign in to the platform and authorize Mark. You leave Mark for this step.
3. The platform sends you back to Channels, which shows "Instagram is connected." or "X is connected."

The connected card shows the account handle, like @verdella. If authorization doesn't finish, Channels shows an error instead and the card stays Not connected. Select Connect to try again.

To switch accounts or repair a connection, select Reconnect on a connected card. It runs the same authorization again.

What each card's status means

• A handle, like @verdella. The account is connected and Mark can publish to it after approval.
• Not connected, with a Connect button. Select Connect to connect the account.
• Connecting is not set up in this environment. This copy of Mark can't connect social accounts. Ask Life With Data.
• Coming soon badge. This channel isn't self-serve yet. Only Instagram and X connect from Channels today.

Set publishing rules

Open Publishing rules on a channel card to set how posts on that channel get approved and how often they go out. Select Save after a change. Each channel has its own rules.

• Active: whether Mark writes for this channel.
• Approval policy: Required sends every post to a reviewer before it can be scheduled. Auto approves a post the moment it's ready, as long as it has no claim flags, so no reviewer sees it first.
• Approver role: which role should approve posts on this channel, Member or Approver. It's a note for your team and for Mark. It doesn't limit who can approve.
• Cadence count and Cadence period: how many posts you want per week or per month. Calendar shows progress against it, like "2 of 3 this week". Leave the period on No cadence to skip it.
• ICP fit: whether this channel reaches your ideal customer, Confirmed or Uncertain.
• Notes: anything Mark should keep in mind for this channel.

Social cards also have a Bio destination, the page your profile link points to. Once it's set, the card shows a Profile short URL to paste into the profile.

For why review comes first and who approves, see Review and approval.

Website rules

The Website card covers the blog posts, FAQs, landing pages, and competitor pages Mark writes for your sites. Open Rules by content type to set the same rules for each content type separately. Select Manage websites to go to Websites, where you add and manage the sites themselves.

Other connections

Channels only connects social accounts. Google, Drive, and other services connect under Settings > Connections.