This article will cover:
Prerequisites
Before creating an Instagram post, you first need to connect your Instagram account in your account settings. Learn more about Connecting your Owned Social Accounts.
Creating an Instagram Post
To create an Instagram post in Engage, follow these steps:
Click the Engage drop-down in the left-hand navigation bar
Select Publish
Click Create in the top right-hand corner
Click Post
Select the check box to the left of the Instagram account(s) you want to publish to
Compose your post
Write and edit the text within the post. When including @mentions to other Instagram profiles note that you will need to enter the handle as there isn't a drop-down list of profiles. There is a limit of 30 hashtags in body of the post - consider adding these to the first comment.
Instagram posts do NOT require text. Once a user adds more than a single image, you will see that the submit button is available even when no text is entered.
Image attachment. Instagram posts can support up to 10 images, with an image minimum size of 600px width.
Video attachments are supported up to the file size of 100MB and play length of 60 seconds.
Mixed Media: Instagram carousels can support 10 attachments (i.e. images, video, or combination) on both the web app and mobile app
Note: Mixed Media posts are not supported for Instagram stories or reels. Additionally, all images and videos are subject to the same validation rules listed above.
Animated GIFs
Emojis
Character length of post text can be up to 2,200.
To add First Instagram Comment
Select Edit in the Post Preview
Select Post Type
Add First Instagram Comment
Note: Comments are limited to 300 characters. This is a great place to add hashtags so they do not clutter your original post.
Once you've formatted all the details of your post, navigate to Post time and select when you would like your post to be published.
Now
Schedule date and time
Save as draft
Select an Approval process (optional). Learn more about Assigning Your Social Posts for Approval.
Select Tags (optional). Learn more about Managing Your Social Posts with Tags.
Link in Bio
Click the Engage drop-down in the left-hand navigation bar
Select Publish
Click Create in the top right-hand corner
Click Post
Select the check box to the left of the Instagram account(s) you want to publish to
Compose your post
Click Edit in Post Preview
Select Enable Link in Bio. The link in bio popup will list all connected and assigned Instagram accounts you have access to in Meltwater.
Click Enable to have Meltwater automatically create your Hosted Site
A custom URL will appear, click Copy
Note: The URL will always follow the same format: simplybio.io/handle name. Here is an example Link in Bio URL: https://simplybio.io/sunnyside_beachclub1/
Paste the URL directly into the bio field of your Instagram handle, on Instagram directly
Note: This step is not automated, and cannot be done via Meltwater.
Reels
Click the Engage drop-down in the left-hand navigation bar
Select Publish
Click Create in the top right-hand corner
Click Post
Select the check box to the left of the Instagram account(s) you want to publish to
Click Edit in the Preview Post
Navigate to Post Type
Select Reel
Note: When a user selects Reels, to ‘Reels’ the option to select an image attachment will be removed, and a notification will appear that Reels must have a video. Reels support videos up to 15 minutes in length.
To customize your Reel
Hover over the video attachment
Select Edit
Select from the five frames automatically populated from the uploaded video or upload a custom thumbnail
Add unique links and first comment as needed
Select a Post Time
Collaborator Posts
Two or more collaborators can now collaborate to create a Feed Post or Reel, which is seamlessly shared on each collaborator's profile at the same time.
One creator will take the lead by inviting others to join in the creative journey. Once the invitation is accepted, the post is shared in an effort to reach a wider audience, increase engagement, and simplify collaboration and content creation. Likes, comments, and shares will appear on all collaborators' profiles.
To add Instagram collaborators to a post, follow these steps:
Open the Post Creation workflow in Publish
Select one or more Instagram profiles
Open the Instagram-specific composer/editor
Select Feed Post or Reel
Note: Collabs are not available via General Compose or for Stories
Click Instagram Collaborators
Add up to three collaborators by entering the Instagram profile handle. Click Enter on your keyboard after entering each collaborator handle to separate profile names
Note: Similar to Instagram mentions, there is no lookup available to verify Instagram handle names. You must enter the Instagram handle names exactly as they appear on Instagram.
This is an Instagram API limitation
Public accounts: Public accounts can invite both public and private accounts to be collaborators.
Private accounts: Private accounts can invite both private or public accounts to be collaborators, but only if the invited account follows the private account. If a public account accepts a private account's invite, the post will be shared publicly through the public collaborator. Private accounts will see information explaining this in detail the first time they invite a collaborator. Once they acknowledge that they understand who can see collaborative posts, they can invite anyone who follows them to collaborate on future posts.
Once added, all Instagram collaborators appear on all post previews
Instagram posts with collaborators will be published and go live on your handles per the standard Engage publishing workflow. For the post to also appear on the accounts of your collaborators, they must accept your collaboration invite via native Instagram.
Photo Tagging
Navigate to Engage on the left-hand navigation bar
Select Publish
Click Create in the top right-hand corner
Select Post
Select the Instagram account(s) you would like to post on
Click the Add asset option in the General Compose section
Upload your image
After uploading your image, click Edit on the Instagram-specific post editor found on the right-hand side of your screen under Post Preview.
Select the Instagram tags drop-down
Click to view each taggable image thumbnail and any applied people tags. Select Add Instagram tags.
People Tagging
Tag brands, celebrities, and influencers or give UGC credit through photo tags directly from Engage.
For people tagging, first, complete steps 1-10 listed above, then complete the following steps:
Within the new 'Add Instagram Tags' modal, there are two main sections: Image Gallery View and Tag List
Image Gallery View (top)
Click the specific area on the image to open the tagging box
Tags will be added to the exact pixel that has been selected
Type the exact name of the Instagram handle you would like to tag. The handle lookup box only returns exact matches
Accounts that do not return an exact match, include a View account option to view the handle on native Instagram
Click on the left/right arrows on the image to go to the next attachment
Up to 20 unique people tags can be added to a single post
Tag List (bottom)
Product Tagging
For product tagging, first complete steps 1-10, then follow the below steps:
Within the new 'Add Instagram Tags' modal, there are two main sections: Image Gallery View and Tag List
Image gallery view (top)
Click the specific area on the image to open the tagging box.
The list of available catalogs from your Instagram shop will appear.
Catalogs must be created and populated via Instagram.
If no catalogs are available in Meltwater, ensure that an active catalog is linked to the Instagram shop.
Click a catalog to view the included products within that catalog.
Products must be added to catalogs via Instagram.
If no products are visible, ensure that active products exist within the selected catalog.
The search feature can be used to find products by exact product name or content ID
Select a product to tag.
Tags will be added to the exact pixel that has been selected.
Click on the left/right arrows on the image to go to the next attached image.
Up to 20 unique total tags can be added to a single post (People + Product)
Tag list (bottom)
As tags are added to an image, they will appear in the Product tags section below the image.
Click the X to remove a tag.
Publishing an Instagram Story
Via Web
Draft, schedule, and publish Instagram stories directly within Meltwater without needing to use the Engage mobile app.
Note: When exclusively posting carousel posts through the web app, multi-media posts (images and videos in a single post) are not supported. We do support multi-media posts when using the web and mobile app together.
Click the Engage drop-down in the left-hand navigation bar
Select Publish
Click Create in the top right-hand corner
Click Post
Select one Instagram profile. Instagram does not allow story publishing to multiple handles at the same time.
Add a single video or image to your Instagram story, either in general compose or the Instagram-specific composer. Attaching multiple media assets at one time is not supported.
In the channel-specific composer, select the Post Type drop-down
Click Story
If more than one Instagram profile is selected or more than one media asset has been added to the post, Story will not be available to select.
Instagram stories do not support descriptions, unique links, or first comments. If a user selects Story from the dropdown, any entries to these areas will be removed.
Instagram stories have specific aspect ratio requirements, and users may be prompted to change their ratio. This can be done via the image editor in-app
Continue with the regular posting process all other channels follow.
Instagram stories appear alongside all other scheduled content on the calendar.
Via Web + Mobile App
Before publishing your story or carousel via your mobile app, you must first create the story via the web. Follow these steps to do so:
Click the Engage drop-down in the left-hand navigation bar
Select Publish
Click Create in the top right-hand corner
Select IG Story on Mobile
Select the Instagram handle you would like to create your story or post for
Select Next
Select your Post Type, Story, or Carouse
Click Compose
Select your media and enter your message text
To alter image dimensions, apply effects, filters, etc., hover over your image and select Edit.
Click Save
In your image preview, you can click your image to display the gallery
Click Next
Select when you would like the notification
Now
A future date and time
Save as draft
Assign a reviewer (optional)
Save your notification
Via Engage Mobile App
Now that you’ve created your story via the web app, you can publish that story using the Engage Mobile App.
Note: Only the user who created the story or carousel will receive the push notification and task.
You can review the details of your story or carousel within the mobile app and then choose Post to Instagram. This will redirect you to the Instagram mobile app, where you will complete the process and publish the story or carousel live.
You will receive a push notification to your mobile app 10 minutes prior to your selected scheduled time
You can open your Engage mobile app or open it directly from the notification tray
You will be directed to My Tasks, where all of your Stories and Carousels will appear
Protip: My Tasks will display all scheduled Stories for that day, so you can access any story for the day, regardless of when it is scheduled to be published. This also means you do not have to wait for the notification if you want to publish earlier (or later) than originally planned.
Click your post to preview the scheduled message
Click Show details to view the text included in the post. This text is automatically copies to your clipboard
Click Continue to Instagram
You will receive a pop-up reminder alerting you to be sure you are logged in to the correct Instagram account on your phone before continuing. Click Got It to continue. You also have the option to not show this reminder again.
Instagram will automatically open your feed
Click the + symbol in the top right-hand corner to create either your carousel post or story.
You are free to make any edits as you see fit within Instagram. The text from your post is automatically copied to your clipboard, so you can paste it directly into Instagram.
Follow your typical workflow for sharing or posting to your Instagram handle.
Viewing Stories in Publish
On the Publish calendar, stories and carousels will be identified by a mobile post icon, text reading Story or Carousel, and Instagram logo.
Stories and carousels will stay in scheduled status (green and white hashed line) even after publishing.
In the Feed view, stories and carousels will appear on both the Scheduled and Draft tabs. They will not appear in the Sent tab. They will also indicate they are a mobile post via an icon in the bottom left corner.
Since posting requires notifications via the mobile app, you can continue to make edits and updates to your Story or Carousel before or after the scheduled notification time.
Note: Important! Meltwater does not detect which Instagram profile is signed in to the Instagram app on your mobile device. If you publish to more than one Instagram account, ensure that you are signed in to the Instagram app with the same profile you selected in Meltwater so that you publish the story or carousel to the appropriate account. It is best practice to do this prior to clicking Continue on Instagram via the Engage mobile app.
Learn more about Publishing on other platforms:
💡 Tip
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