Monthly Process Guide: Updating Promotional Content for Social Media Reels

This guide provides step-by-step instructions on how to update and prepare promotional content for social media reels across Facebook, Instagram, YouTube, Twitter, and TikTok. The process involves updating the promotions data, designing templates in Canva, bulk creating reels, and updating the automation in Make.com.

Overview

Each month, we need to:

1. Update the promotions list using the custom GPT "Graceland: Update promotions."

2. Update the design template in Canva based on any requested design changes.

3. Use Canva's Bulk Create feature to generate reels for each promotion and dealer.

4. Update the Make.com scenarios with the new design IDs from the Canva export.

Step 1: Update Promotions List

• Access "Graceland: Update promotions" GPT:

  • Open the "Graceland: Update promotions" custom GPT.

  • Input the new promotions data for the upcoming month (example provided below).

• Verify and Save Data:

  • Ensure all promotions have the correct start and end dates, details, and dealer contact information.

  • Confirm the data is up-to-date and complete before proceeding.

Step 2: Update Canva Design Template

• Access Canva:

  • Log in to [Canva.com](https://www.canva.com).

  • Open the existing monthly promotional design template.

• Update the Template:

  • Make any requested design changes (e.g., text updates, layout adjustments, new images).

  • Ensure the template is visually consistent and aligned with the current month's promotions.

• Save the Updated Template:

  • Once changes are complete, save the design with a new version name (e.g., "November Promotions 2024").

Step 3: Bulk Create Reels in Canva

• Prepare for Bulk Create:

  • Open the updated Canva template.

  • Select the Bulk Create option.

• Upload Promotions Data:

  • Import the updated promotions list (CSV or Excel file) into Canva.

  • Map the data fields from the promotions list to the placeholders in the template (e.g., Promotion Name, Discount Details, Dealer Name).

• Generate Reels:

  • Review the preview to ensure the data appears correctly on the template.

  • Click Create to generate reels for each promotion and dealer.

• Export the Reels:

  • Export the generated reels as MP4 files.

  • Save the exported files with clear naming conventions (e.g., "DealerName_PromotionName_Nov2024.mp4").

Step 4: Update Make.com Scenarios

• Access Make.com:

  • Log in to your [Make.com](https://www.make.com) account.

  • Locate the scenarios for each customer that need updating.

• Update Design IDs:

  • For each scenario, replace the old design ID with the new design ID from the Canva bulk export.

  • Ensure the updated design ID corresponds to the correct reel.

• Test Scenarios:

  • Run a quick test of each scenario to verify that the new reels are being correctly referenced.

  • Check that the updated reels are appearing as expected on the respective social media platforms.

• Save and Activate Scenarios:

  • Save the changes for each scenario.

  • Activate the scenarios if they were previously deactivated for updates.

Checklist for Completion

1. Promotions list updated using "Graceland: Update promotions."

2. Canva template updated and saved with new changes.

3. Reels created using Bulk Create and exported.

4. Make.com scenarios updated with the new design IDs.

5. Scenarios tested and confirmed working correctly.

Tips and Best Practices

• Consistency is Key: Ensure all reels use consistent branding, fonts, and colors to maintain a professional look across platforms.

• Double-Check Dates: Verify that the promotion start and end dates are correct to avoid customer confusion.

• Test Early: Run tests on Make.com scenarios before the start date of promotions to catch any issues in advance.

• Backup Files: Keep a backup of the promotions data and exported reels in case any adjustments are needed.

This process should be followed at the beginning of each month to ensure all promotional content is up-to-date and ready for distribution across all channels. If you encounter any issues, please reach out to the support team for assistance.