Introduction 

In this article we will talk about the steps of adding a new business into your Bright Social Account. 

It is a great idea to start with adding your own business and start social media marketing efforts for your own agency. However, the steps for setting up a business for either your agency or your client will be the same.



How to Add a New Business 

Complete the following steps to add a new business to BrightSocial:

Step 1. From the main dashboard, click Add Business.



Step 2. Select the business's type, which is either Online or Local.


The difference between Local and Online businesses is simple: Local businesses have a physical address, these stores are typically your brick-and-mortar stores whereas online businesses do not have a physical address and are internet based. 



Step 3. Type the business's name and select the business's category from the drop-down list.



Step 4. We will match the name of the business you entered with the Google My Business listing that was found online for that business. If there is a listing found, we will pull some details for that business like the address, the contact name, the website. Verify that the information that was auto-populated is correct. If there is no Google my business listing present for a business, type the details for the business manually.



Step 5. Type in the information about your business contact. Once you are done, click Next.



Step 6. On this step we will ask about your posting goals. Type in the number of monthly posting goals for Facebook, Twitter, LinkedIn, Instagram, Google My Business, Tumbler, and Reddit. A posting goal is a direct representation of your contract with your client. If you promised to deliver 2 posts a day for the duration of 30 days, that means your posting goal for the month is 60 posts. We will be able to notify you if your schedules do not meet the posting goals for the month so you can adjust your schedules and add more content.



Step 7. Set up your posting schedule by selecting the days and posting time you want your post to be sent out corresponding ot your goals. Highlited days are the ones selected for posting. When they are grayed out, the posting is not going to happen on those days. 



Click a day tile to remove that day from the posting schedule.




Step 8. Select the number posts you want to happen on this particular schedule.


Selecting one post for each time range will result in one post sent to the schedule for each social account connected to this business.



Step 9. Click the Add Time button to add an additional time period. 


Adding time enables you to create a more specific schedule for the next queue of your postings.


Note: Once you have set up the schedule of your posting goals, it is important to select the correct time zone of the business that you are adding. You do not want to use your own time zone here to ensure that the auto schedule will follow the times that are aligned with the business you are managing.  


Once you are done, click Next.



Step 10. Connect your social media accounts by clicking the Connect button.



If your client will not share their usernames and passwords, send them an email by clicking the send email button, completing all the fields in the pop-up window, and clicking Send Email button.



Step 11. Complete the instructions to connect your social media account. Once you are done, click Finish.


Now you are ready to either create your first post or schedule multiple posts at once  from your DFY content packages or from the content you find in our Content Designer



Related Articles:

How to Set up Your Bright Social Account
How to Set up Your a Business User
How to Set up Business Notifications

How to Navigate Your Business Details

How to Update a Business Account
How to Add Logo to the Business Account