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Activating Social Media Automation for a Client

Last updated Apr 25, 2026

The activation flow is plug-and-play — you handle the client relationship, the platform handles the technology and hosting. From order to client login takes about 60 seconds.

Activation steps

  1. Open the marketplace section of your panel and select Social Media Automation
  2. Pick a billing cycle — Monthly, Quarterly, Bi-Annual, or Annual
  3. Enter the client's email address
  4. Confirm — wholesale is deducted from your wallet
  5. The system instantly provisions an isolated, private dashboard for the client
  6. The client receives a branded welcome email with login credentials and tutorial links

What the client's welcome email contains

  • Login URL (under your brand if you've set up a custom domain, otherwise yourbrand.appserviceportal.com)
  • Their auto-generated username (their email)
  • A temporary password they'll change on first login
  • Quick links to "How to connect your first social account" and other onboarding tutorials

First-login experience

When the client logs in for the first time, they see:

  • A welcome dashboard with key metrics (will be empty until they connect accounts and start posting)
  • A prompt to connect their first social media account
  • Sidebar navigation to AI Publishing, Bulk Posts, RSS Schedules, AI Contents, Search Media, Files, Teams, Watermark, Groups, and Proxies

Connecting social accounts

The client connects each social platform via OAuth — they click "Connect Instagram" (or similar), are redirected to that platform to authorize, then bounced back. Most platforms require:

  • Logging into the platform account
  • Reviewing and approving permissions (post on behalf, read profile, etc.)
  • For Instagram and Facebook — must be a Business or Creator account, not Personal

If the connection fails, common causes are: account is private and needs to be public, account is a personal Instagram (not Business), 2FA is blocking the OAuth flow, or the cookies/session in the browser are confused (try incognito).

Recurring revenue mechanics

  • The wholesale fee renews automatically at the end of each billing cycle, deducted from your wallet
  • Your client's payment to you is separate — you handle that through Stripe Connect or manual payment
  • If a client cancels, you suspend their service in your panel; the wholesale stops deducting
  • If your wallet runs dry, all clients' services suspend simultaneously — set up Auto Top-Up

Reseller tips

  • Activate one for yourself first. You'll answer 80% of client questions just from having used the product personally.
  • Send a 3-step "getting started" email after activation — connect your first account, schedule your first post, set up an AI campaign. Higher activation = higher retention.
  • Offer "managed" services on top — you charge $99/month for the platform plus another $200/month for "we run your social for you." Stack the margin.