Social Media Integrator

Trello Task List for Creating & Implementing a Social Media Integrator

Create a Trello Board titled: Social Media Integration & Automation

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⿡ List: Pre-Implementation Checklist

Tasks:
✅ Define business goals for social media integration
✅ Identify primary social media platforms (Facebook, Instagram, X, LinkedIn, YouTube, TikTok, etc.)
✅ Choose integration tools (Zapier, Make (Integromat), Thrive Automator, Buffer, Hootsuite, Publer, SocialBee, etc.)
✅ Ensure access to all social media accounts
✅ Gather API keys and credentials (if required)
✅ Confirm website platform compatibility (WordPress, Shopify, etc.)

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⿢ List: Social Media Profile Setup & Optimization

Tasks:
✅ Update & optimize social media profiles (bios, links, branding)
✅ Set up & link business pages/groups on Facebook & LinkedIn
✅ Verify business profiles (where applicable)
✅ Ensure consistent branding across platforms
✅ Test profile engagement & responsiveness

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⿣ List: Website & Social Media Integration

Tasks:
✅ Add social media sharing buttons (via Thrive Themes, AddThis, ShareThis, or Sassy Social Share)
✅ Embed social feeds (Instagram, Twitter, Facebook, etc.) on the website
✅ Install & configure social login options (Facebook/Google login for memberships)
✅ Enable Open Graph meta tags for social sharing previews
✅ Verify website & domain with Facebook, LinkedIn, and Pinterest

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⿤ List: Content Syndication & Automation

Tasks:
✅ Select social media scheduling tools (Buffer, Hootsuite, SocialBee, Publer, Later)
✅ Set up RSS-to-Social Auto Posting (Zapier, Make, or Jetpack Social)
✅ Automate blog post sharing (via WordPress plugins or Zapier)
✅ Connect email marketing tools for social sharing (ConvertKit, Mailchimp, ActiveCampaign)
✅ Test automation workflows

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⿥ List: Video & Multimedia Integration

Tasks:
✅ Connect YouTube/Vimeo to website & social media
✅ Automate video posting to Facebook, LinkedIn, and X
✅ Enable automatic video captions (Otter.ai, Descript, or YouTube Studio)
✅ Create & test Instagram Reels/TikTok automation workflows
✅ Set up livestreaming connections (StreamYard, Restream, OBS)

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⿦ List: Community Engagement & Chatbots

Tasks:
✅ Set up Facebook Messenger & Instagram DM auto-replies
✅ Configure WhatsApp & Telegram integrations
✅ Install AI chatbots for social media responses (ManyChat, Chatfuel)
✅ Automate comment replies & DMs (Meta Business Suite, LinkedHelper for LinkedIn)
✅ Assign team members for manual engagement

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⿧ List: Analytics & Performance Tracking

Tasks:
✅ Set up social media tracking in Google Analytics (GA4)
✅ Connect & configure Meta Pixel & LinkedIn Insight Tag
✅ Monitor performance via native platform analytics
✅ Set up UTM tracking for campaign performance
✅ Generate & review monthly reports for optimization

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⿨ List: Compliance & Security

Tasks:
✅ Review platform policies & compliance (GDPR, CCPA, etc.)
✅ Set up two-factor authentication (2FA) for social accounts
✅ Assign roles & permissions for team access
✅ Monitor for unauthorized access or suspicious activity

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⿩ List: Ongoing Maintenance & Optimization

Tasks:
✅ Regularly update automation tools & plugins
✅ Monitor engagement & adjust content strategy
✅ A/B test post formats & posting times
✅ Audit integrations every 3–6 months

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This Trello board helps streamline social media integration & automation for your business.