Nick

Analytics

Where to find Analytics, how the page is organized, and what each tab covers.

Understanding your Analytics page

What each metric on the Analytics Overview tab means and how to use it.

Reading your Overview tab

How to read the Instagram tab in Analytics and what each metric measures.

Instagram analytics

How to read the Pinterest tab in Analytics and what each metric measures.

Pinterest analytics

How to read the WordPress tab in Analytics and what each metric measures.

WordPress analytics

What the Social Valet tab shows about content generation, workspace activity, automation health, and vendor collaboration.

Social Valet activity metrics

What Key Insights are, how they're calculated, and how to use them to improve your Social Valet workflow.

Key Insights: what to watch and why

What the 30 day snapshot on your dashboard shows and how to jump into full analytics when you need more detail.

Reading your dashboard

Feedback

Roadmap

Changelog

Getting Started

Welcome to Social Valet

Creating your account

Completing Onboarding

Your first 7 days: a recommended path

Social Valet works on mobile browsers. Here's what to expect and how to add a shortcut to your phone's home screen for one-tap access.

Using Social Valet on your phone

Connecting Your Accounts

Connecting your Instagram account

Connecting your WordPress blog

Why my Instagram connection expired (and how to fix it)

Disconnecting an integration

Link your Pinterest account to Social Valet so pins can be generated, scheduled, and published alongside your Instagram and blog content.

Connecting your Pinterest account

Brand Voice

What is brand voice and why it matters

Training your brand voice

Refining your brand voice over time

Your Albums

Browsing and searching your albums

Archiving an album

Creating an Album

Creating your album

Compiling album details

Reviewing and editing album details

Uploading photos and videos to your album

Bring photos and videos from Google Drive or Dropbox directly into your album without downloading them to your device first.

Importing photos from Google Drive and Dropbox

Inside an Album

Navigating the album page

Album actions menu

Editing album details

Sorting, filtering, and searching photos

Photo descriptions, tags, and moments

Editing a single photo

Bulk actions on photos

Marking favorite photos

Deleting an album

How Social Valet orders the photos and videos in your albums, on public share pages, and inside post generation.

How album photos are ordered

How to preview, adjust, and manage Instagram and Pinterest crops so your photos publish with the framing you want.

Cropping photos for Instagram and Pinterest

Sharing Albums

Sharing an album with another vendor

Receiving a shared album

Create a public web page for your album that anyone with the link can view, choose whether to show your vendors, and set an expiration when you only want the link open for a limited window.

Sharing your album with a public link

Creating Posts

How Social Valet generates content from your albums

Reviewing and editing Instagram posts

Reviewing and editing blog posts

Approving, rejecting, or rescheduling posts

Creating a manual post

How Social Valet automatically generates Pinterest pins from your album content and schedules them each day.

How Pinterest pin generation works

How to create Pinterest pins on demand, edit auto-generated pins before publishing, and adjust title, description, board, or destination link.

Creating and editing Pinterest pins manually

Scheduling & Calendar

How auto-scheduling works

Viewing and managing the calendar

Auto-approval: when to turn it on

Vendor Management

Managing your vendor list

Linking vendors to events and posts

Account & Billing

Inviting team members and managing roles

Updating your business and personal settings

Billing, plans, and payment

Canceling your subscription or closing your account

Troubleshooting

My Instagram post failed to publish

My WordPress post failed to publish

I'm not getting AI-generated posts after uploading an album

Common reasons a Pinterest pin fails to publish and how to get it back on the queue.