Infinity3 Help Centre
Practical guides and answers for your Infinity3 tools and services.
Set up Social Planner email alerts in Infinity3
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Notify the right team members when social connections expire, posts need approval or publishing fails.
Before you start
You’ll need access to Social Planner settings. Agree who should monitor connection problems and failed posts.
Configure notifications
- Open Marketing → Social Planner.
- Open Settings → Notifications.
- Enable the alerts your team needs.
- Choose the available email template for each alert.
- Select recipient users where the notification supports them.
- Set reminder frequency for account-expiry alerts where available.
- Save.
Choose useful alerts
- Account Pre-Expiry: advance warning that authorisation is approaching expiry.
- Account Expired: a connection needs attention.
- Post Failed: publishing failed, with the failure reason.
- Request for Post Approval: alerts the selected approver.
- Approved Post and Rejected Post: update the creator on the review result.
Recipient controls differ between alerts. Approval messages follow the creator and approver rather than using a separate recipient list.
Check delivery
Use a draft approval request with a colleague to check the review notification. Confirm other enabled alerts go to the intended responsible users when those events occur.
If an email is missing, review recipient settings and spam folders, then check the post or connection status directly.
Things to know
An alert does not repair a connection or retry a failed post. The responsible person still needs to investigate and confirm the result.
Contact Infinity3 with the notification type and affected event if delivery remains unclear.
