Now, let’s get your team on board! To make this transition as smooth and pain-free as possible, follow this proven process.
Step 1: Schedule 5 Individual Social Messages in CoSchedule
To kick things off, schedule 5 individual social messages in CoSchedule. You can create new messages or transfer scheduled messages from Sprout Social into CoSchedule.
Pro Tip: Save time on manual scheduling! Let CoSchedule’s Best Time Scheduling intelligently pick the best time for your messages to be sent based on the day and network you’ve chosen.
Step 2: Build out your first social campaign on your calendar.
Now you’re ready to build out a full-scale social campaign. Promote a new blog post, event, etc. using a collection of social messages.
To start, add the blog post (or project) to your calendar.
Next, add a social campaign as a project attachment. This will link your blog post (or primary project) to your promotional social campaign.
Schedule out a series of social messages over the next two weeks to promote your blog post.
By building your messages in a social campaign, they stay connected. Plus - your team can run campaign specific social reports to measure performance.
Step 3: Create & Apply A Social Template
You create a lot of content, so let’s cut the busy-work out of your social promotion planning and build your first template!
Social templates are great for projects with a consistent promotion timeline - think blog posts, events, webinar promotion, etc.
To get started, open the latest project on your calendar with an attached social campaign. Then click on the Social Template Menu.
If you would reuse the cadence of messages on this social campaign again, choose “Save Existing” from the dropdown menu. This will save this social queue as your first template.
To build out an entirely new social template instead, select “Create New.” Then add the messages you want + when to send them.
Not sure how many social messages to add? Or what channels to post to? Here’s a sample social sharing timeline we’ve put together to promote a new blog post.
Use this as a starting point when creating your first new social template and customize it to fit your team’s needs.
Note: Templates vs. Campaigns - A social template is a reusable social schedule you can apply to any social campaign. These will help you quickly add social messages in bulk (without having to recall when to schedule them or what channels to post to).
Social templates can be applied to any social campaign or project by anyone on your team. Which ensures consistency and equips team members with a standardized, strategic promotion plan.
Need more inspiration on how to use social templates? Check out our Power Tips.
Step 4: Schedule A Team Meeting
Now that you’ve gotten the basics of CoSchedule for social scheduling, the next step is to demonstrate the value of CoSchedule with your team. Demo the social scheduling features and highlight your team’s new project workflow to get everyone on the same page.
Pro Tip: Want a better turnout? Entice your team with coffee on us! Contact your customer success manager, and we’ll make sure your team is caffeinated and ready to go.
Step 5: Move Social Messages Into CoSchedule (ASAP)
Post intro meeting, it’s time to move all of your social messages into CoSchedule. To phase out Sprout Social, we’ve outlined two game plans for you. Choose the option that works best for you.
Run out the current messages scheduled in Sprout Social- After the meeting, no new social messages will get added to Sprout Social. Anything new get scheduled in CoSchedule right away. When there are no remaining messages in Sprout Social, you can officially retire it!
- You don’t have to transition existing messages from Sprout Social to CoSchedule.
- Your team has to use two tools simultaneously to manage projects, which decreases efficiency + increases risk for miscommunication.
- You will likely have a longer transition period - making it more difficult for resistant team members to adopt CoSchedule.
- You have to pay for two tools during the transition period.
Transition all social messages to CoSchedule - This option is a clean break. And your team won’t have to recall which campaigns and messages are scheduled in which tool (making it hard to visualize your entire strategy).
To do this, set a hard deadline for your team. All social messages will be added to CoSchedule as of December 1 (for example). After your deadline, there will be no access to Sprout Social.
- You have very defined expectations for your team’s transition.
- You know the “end date” for Sprout Social; making it easier to plan.
- Your team only uses one tool for social scheduling.
- Messages and campaigns scheduled in Sprout Social need to get moved to CoSchedule, which takes time and resources to update.
If your team heavily uses Sprout Social’s social listening tools, we recommend pairing CoSchedule with Mention. It’s a best in class alternative for $30-99/month.
Regardless of which option you choose, make sure to clearly communicate expectations and timelines to your team. And continuously share the value of using CoSchedule vs. Sprout Social.
Remember to share CoSchedule’s help docs for additional resources. Here are a few popular resources for additional training and support.
- Social Scheduling Help Guides - learn the basics on social scheduling, social analytics, etc.
- Social Templates Power User Guide - Inspiration for using and building social templates.
- Social Helpers Power User Guide - Inspiration for using and building social helpers.
- Automate Your Social Process - Video Training