Your First 15 Minutes in Orbit360

Congratulations! Your Orbit360 workspace is ready to use. This checklist walks you through the essential setup steps to ensure you're ready to create content, collaborate with your team, and manage your social media efficiently.

Quick Setup Checklist

Use the table below to verify that your workspace is fully configured.

Step	What to Do	Complete
Set up your workspace	Verify your workspace name, brands, and timezone.	☐
Connect social accounts	Connect your Facebook, Instagram, LinkedIn, and TikTok accounts.	☐
Invite your team	Add team members and assign roles and brand access.	☐
Upload brand assets	Add logos, images, videos, and documents to the Asset Library.	☐
Create a campaign	Set up your first marketing campaign.	☐
Create your first post	Draft, schedule, or publish your first post.	☐
Review your dashboard	Familiarize yourself with your workspace overview and performance metrics.	☐

What You Should Have Ready

Preparing these items before you start will make onboarding much faster.

Item	Why It Matters
Brand information	Keeps your workspace organized.
Connected social accounts	Enables publishing and analytics.
Team members	Supports collaboration and approvals.
Creative assets	Speeds up content creation.
Campaign objectives	Helps organize related content and tasks.

Your First Workflow

Once your workspace is configured, you'll typically follow this workflow:

Step	Action
1	Create a campaign for your marketing initiative.
2	Upload or organize campaign assets.
3	Create your social media posts.
4	Save as a draft, submit for approval, schedule, or publish immediately.
5	Monitor campaign progress and publishing activity from the Dashboard.
6	Review performance in Analytics and Reports.

You're Ready to Go

You've completed the essential setup for Orbit360. From here, you can start planning campaigns, collaborating with your team, publishing content, tracking performance, and growing your brands from one centralized platform.

Thank you for choosing Orbit360. Welcome aboard!