Social Studio Step-by-Step Guide

Social Studio makes it easy to share your expertise using our simple script and video recorder. This article covers recording a video from a pre-made or custom script, editing the title and branding, and sharing the finished video to Facebook, LinkedIn, X, Instagram, email, or a direct link. It also covers building your own branding color palette.


Navigating to Social Studio

You can find Social Studio within the Marketing tab of the left-hand navigation menu.

Navigating through the left-hand sidebar menu

To access Social Studio using the left-hand sidebar menu, click Marketing, then click Social Studio.

Social Studio under the Marketing tab in the left-hand navigation menu

💡 Helpful Tip: You can favorite Social Studio by clicking the star next to its name, so it's easier to find next time.


Recording a New Video

  1. Choose one of our pre-made scripts or create your own by clicking + Create Custom Script.

Script library with the + Create Custom Script button

  1. Write your own script or make any desired edits to the script, then click Next.
  2. Select a frame template that will appear as the main image on social media and as your intro/outro frame, or create your own by clicking + Create New Template.

Frame template options with the + Create New Template button

  1. Click Next.
  2. Choose the speed and text size for the script.
    • To change the speed of the text scrolling, click the speedometer icon.

Speed and text size controls with the speedometer icon

  1. Once you are ready, click Start Recording. The script will automatically begin scrolling.
  2. Click the square icon to stop the recording.

Square icon used to stop the recording

  1. Click the pencil icon next to the title to edit the title on the intro/outro template.

Pencil icon next to the video title

  1. Choose your branding color palette from the drop-down.
    • You can also create your own custom color theme. Click here to see how.

Branding color palette drop-down

Your palette is displayed on your video's landing page, as seen below.

Video landing page showing the selected branding colors

  1. Want to boost your reach? Use our SEO-optimized caption — click Copy Caption to copy it.

Copy Caption button

  1. Choose how you would like to share your video:
    • Facebook
    • LinkedIn
    • X (formerly Twitter)
    • Email
    • Download
    • Copy Link

Share options for the finished video

  1. If you decide to delete the video, click the trash can icon.

Trash can icon used to delete a video

  1. Click Re-record to delete and re-record your video.

Re-record button


Sharing Social Studio Video Tips

Depending on how you are sharing your video, there are some additional steps and tips we recommend:

Facebook and LinkedIn

  1. If sharing on Facebook, LinkedIn or X, choose the appropriate icon.

Facebook, LinkedIn and X share icons

  1. Paste the caption you copied in step 10 into your post.
    • On a Mac, press cmd + v on your keyboard.
    • On a PC, press ctrl + v on your keyboard.

Caption pasted into a social media post

  1. Follow the prompts to post.

Please note: Videos are stored for one year from the date of recording. After one year, videos will be removed and links will no longer work. Download any videos you want to keep permanently.

Sharing via Email

  1. Click the email icon.

Email icon in the share options

  1. Add your recipients' email addresses.
  2. Add or edit the custom message.
  3. Click Send.

Sharing via Link

  1. Copy the link by clicking the link icon.

Link icon in the share options

  1. Paste it wherever you wish.
    • On a Mac, press cmd + v on your keyboard.
    • On a PC, press ctrl + v on your keyboard.

Sharing on Instagram

  1. Download the video.
  2. Log in to your Instagram account.
  3. Click + Create.

+ Create button in Instagram

  1. Choose Post.
  2. Select your video from your computer.
  3. Make any desired adjustments.
  4. Copy the caption and paste it into the post.
    • On a Mac, press cmd + v on your keyboard.
    • On a PC, press ctrl + v on your keyboard.
  5. Click Share.

Creating a Custom Branding Color Palette

You can choose a pre-made color palette from the drop-down, or create your own by following the steps below:

  1. Click + Create new theme to make your own.

+ Create new theme button in the palette drop-down

  1. Add a name for your color theme. You will be able to choose this theme again once created.
  2. To edit the colors, click the pencil icon.

Pencil icon used to edit theme colors

  1. Choose a color by HEX code, RGB values, or using the color picker tool.
  2. Click Create.

Need Help?

Have questions or want to learn more? Submit a ticket or call us today!

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