SocialMind setup guide

SocialMind is a workspace where your team plans, writes, approves, and publishes social posts across Instagram, Facebook, LinkedIn and X from one place. To use it end-to-end a customer needs three things ready: access to the social accounts they want to post to, a work email they control, and a payment method once the trial ends.

Go to /signup and complete this form.

1. 1

   After signing up you'll receive an email from no-reply@socialmind.in with the subject 'Confirm your SocialMind account'.

2. 2

   Open it and click 'Verify my email'. The link is valid for 24 hours.

3. 3

   You'll land back on SocialMind, now signed in to your new workspace.

Open Settings → Members and click Invite. Each invite requires:

Each invited user receives an email with a one-click join link that expires in 7 days. Pending invites are listed on the same page and can be revoked at any time.

SocialMind charges via Razorpay. You'll be redirected to Razorpay's secure checkout — we never see or store your card details.

1. 1
   Go to Settings → Billing

   Click 'Change plan' and pick Starter, Pro or Agency.
2. 2
   Fill billing details

   Business name, GSTIN (if applicable), billing address and country. These appear on your tax invoices.
3. 3
   Enter payment on Razorpay

   Card, UPI, netbanking or wallet. Razorpay auto-charges you on each renewal — you can cancel any time from Billing.
4. 4
   Receive invoice by email

   A GST-compliant invoice is emailed after every successful charge and is also available under Billing → Invoices.

Instagram and Facebook are connected together through one authorization called Facebook Login for Business, because Instagram publishing requires a Facebook Page as its backbone. Read the prerequisites carefully — most "it didn't work" cases trace back here.

LinkedIn supports posting to your personal profile and to any Company Page you administer. SocialMind handles both; which one is used is decided per post in the composer.

X publishing uses OAuth 2.0 with a Confidential Client — SocialMind holds the developer app, so you do not need to apply to X's developer portal or pay for API access yourself. You only need to log in and authorize.

The Media Library is where images and videos live before you attach them to a post. Everything you upload is private to your workspace and never served publicly except as part of a published social post.

1. 1
   Open the Composer

   Sidebar → Composer → New post.
2. 2
   Pick the networks

   Tick Instagram, Facebook, LinkedIn or X — any combination. The composer shows a live preview for each one as you type.
3. 3
   Write the caption once

   SocialMind splits a single caption into per-network variants automatically. You can override any variant inline.
4. 4
   Use AI Suggest

   Click 'Suggest' to generate caption + hashtags tailored to each network, informed by what has performed well in your workspace.
5. 5
   Attach media

   Pick from Media Library or drop in new files.
6. 6
   Schedule or submit

   If you have publishing rights, pick a time on the calendar and click Schedule. Otherwise click 'Submit for approval' — see next section.

Posts move through states: Draft → In review → Approved → Scheduled → Published. Who can move a post between which states is set per workspace in Settings → Approval policy.

• Editors can create drafts and submit them for review.
• Approvers see pending posts under Approvals; they can approve, request changes with a comment, or reject.
• Only Admins (or whoever your policy names) can mark a post as 'Ready to publish'.
• Every state change is written to the audit log with the user, time, and comment.

The Calendar shows every scheduled, published, failed and draft-in-review post on a month/week/day grid. Drag a post to reschedule. Click a slot to compose directly into that time.

• Scheduling uses your workspace timezone (set during signup).
• Each scheduled post retries up to 3 times on provider errors before it is marked Failed and notified to Admins.
• The 'Best time to post' badge on each day uses your own analytics; it needs ~2 weeks of history to appear.
• You can set a 'quiet hours' window in Settings so nothing publishes overnight.

Analytics pulls reach, impressions, engagement and follower delta from each connected provider. The Learning Loop turns that history into concrete recommendations — which day/time performs best per network, which hashtags lift reach, and which post lengths engage most.

• All provider tokens (Meta, LinkedIn, X) are AES-256 encrypted at rest and never shown in the UI or exports.
• Every workspace is strictly isolated — one tenant cannot query another's data at the application or database layer.
• Admins can turn on required 2FA under Settings → Security. SSO (Google / Microsoft / Okta) is available on the Agency plan.
• You can export every record held for your workspace as JSON at any time, and deleting the workspace permanently removes it within 7 days.
• SocialMind support can only read your workspace with a written reason, read-only, for 30 minutes — and every grant is written to your own audit log.