Welcome to Socital! This article will introduce to you the very first steps you need to take to implement Socital on your website. To make your onboarding process as smooth as possible, we have put together a short checklist of the first actions to take in order to launch your very first plugin on your site. Let’s go through the steps one-by-one:
1) Create your account
To create your Socital account, simply follow the steps below:
- Go to my.socital.com and register for an account.
- Verify your email address.
- After you have verified your email, your Customer Success Agent will activate your account and you will be ready to start using Socital!
2) Create and Connect your apps
After you have successfully created your Socital account you will need to set up dedicated Applications in each social network you want to use as Social Provider.
Once you have created the Apps, you will need to connect them to your Socital account. These steps are necessary in order for your Socital Plugins to work properly.
To create and connect your dedicated Apps, take a look at our detailed step-by-step guides:
If you already have dedicated Apps, then read our articles on how to connect your App:
3) Connect your Email Provider (this step is optional)
In order to export your Audiences to your email providers and start targeting them with personalized emails, you will need to connect them with Socital. Read our guides to quickly connect Socital with your email marketing tools:
4) Add Socital’s script to your website
In order for your Socital Plugins to work on your website, you will need to copy a short piece of script from the Socital dashboard and paste it inside the <head> tag of your HTML code. This will enable you to manage which plugins appear on your site through our dashboard. Follow the quick steps here to add Socital’s scripts to your site.
If you are using Magento, Shopify or Squarespace please find below dedicated installation instructions for your CMS:
5) Create a Plugin
Now it’s the time to get creative and make your first plugin! Socital offers different types of plugins that are suitable for different engagement points of your website. In order to create a plugin on the Socital App, read our article here.
6) Activate a Plugin
The plugins that you create on the Socital App won’t be automatically visible on your website. First, you will need to activate them through the dashboard. This way you will be able to review and edit your plugins before launching them. To activate your plugins, take a look at our quick guide here.