Sendible Review and How to Get Started Guide

19 November 2012
Sendible Review and How to Get Started Guide

Sendible is a social media analytics and message management dashboard.  It allows you to:

  • Keep track of social media, email and SMS campaigns
  • Keep up with significant RSS feeds at a glance
  • Organize yourself with a calendar
  • Manage team members and other users
  • Schedule messages and manage your online reputation

…all from one simple platform.

Its many benefits include saving you time and reducing the confusion of managing multiple platforms and users.  We reviewed many social media analytics and management platforms over the past few years. This one works best for us and our clients. So instead of a traditional review, we will actually walk you through the process of setting up so that you can try Sendible for yourself. Since there is a free trial there is no risk in checking it out for yourself. That’s what we did.

Step 1: Start the Process

Signing up is easy and there’s a “risk-free” thirty-day trial. Click on the sign up link in the top right menu bar.

sendible signup

A selection of plans at varying prices will immediately open up.

Read through the features provided with each plan, then click on the green “Start Trial” button for the particular plan that appeals to your needs.  (Don’t worry – you don’t have to part with your credit card details until the end of your free trial.)

If none of the plans quite fits your needs, contact a Sendible sales representative at 1-315-623-4480 to see if you can work out a custom plan.

Step 2. Complete Your Information

Once you’ve selected a plan and clicked on the green “Start Trial” button for that particular plan, you’ll be asked to provide your personal information.  Go ahead and enter your name and contact information.

enter your info

(Be sure to select the correct time zone for your region.)

Next, choose a username and password.

choose username and password

Finally, enter your company and team information.  Read the Terms of Service and Privacy Policy.

company info and team info

What You Need to Know about Cancelling or Upgrading

If you decide you need a lighter or heavier plan than the one you signed up for, you will not be stuck with the type of account you signed up with – upgrading to any paid plan is acceptable.

Once you do upgrade, you will be billed for the first month immediately via your credit card (payment is always one month in advance).

You can also upgrade or downgrade at any time – the change and new charge will take effect on your new billing cycle.

If you decide to cancel, you can do so at any time within your trial period. The date your free trial ends is displayed right underneath the black “Start Free Trial” button.

free trial end

To cancel: 

  1. Log into Sendible
  2. Select “My Account”
  3. Select “Cancel”

Cancellation is immediate and your account information is erased.  (It is not recoverable, so make sure you really want to do this.)

Step 3. Setting Up Your Account

Once you have selected the black “Start Free Trial” button, you will be asked to set up your profile.  You will notice straight away that your company name and URL have already been pre-populated in the Textarea boxes for you.

setup your account

You then have the choice of allowing Sendible to automatically begin searching social networks and web content for mentions of your business.  If you don’t wish Sendible to begin this process right now, ignore the black “Continue” button and select the “Do this later” link.

do this later

Check your email inbox for Sendible’s Activation letter.  You can activate immediately via the “Activate your account” button at the end of the letter or continue with setting up your social networks and activate your account next time you log in.


Step 4.  Adding Your Social Networks

If you’ve allowed Sendible to search for your networks, it will walk you through an easy set-up process for all your social networks.

You’ll see a screen straight away asking you to add your Twitter account.

adding your social network

Select the black “Continue to…” button to be taken to an authorization page, where you will click on the “Authorize app” button.

The moment you’ve done this, you will see a message on your screen for a few seconds letting you know the process is in progress.

redirecting back

When it has added Twitter to your profile, you will see the next social network set up screen; in this case,  Facebook.

Select the black “Continue to Facebook” button.

facebook connect

As with Twitter, you’ll be taken to the log-in page.  Enter your Facebook username and password.

Once you’ve done this, you’ll be asked to authorize the Sendible app.  Be sure to select exactly who to display Sendible posts to by using the drop-down menu under the default “Public” button.

Once you’ve selected your preferred Sendible/Facebook privacy setting, click on the “Go to App” button in the top-right corner.

facebook app access

You’ll be taken to another page asking you to allow Sendible to take various actions on your behalf in Facebook.  Click on “Allow” to give permission for all actions.

click to allow

If you don’t want to give permission for a particular action, simply click on the “X” to the right of that action description, and select “Don’t allow” from the drop-down menu.

don't allow button

Once you’ve clicked on the “Allow” button, Sendible will also prompt you to add your Facebook Pages, plus select Pages you like; all from your “Pages I admin…” drop-down menu.

add fb page

Step 5.  Adding Your Blog

Once you’ve added your social networks, Sendible will ask you to add your blog.  Your first action will be to select your blogging platform from the drop-down menu.

adding your blog

Once you’ve selected your blogging platform, add your log-in details.

your blog login details

Step 6.  Checking Your Summary

You’re almost there.  Sendible will now display a summary of all the social networks, pages, platforms and sites it has added.

setup complete

You can now continue on to your Dashboard.

Step 7.  Getting to Know Your Dashboard

This is where all the magic happens.  Note that you can compose messages in an area that looks very like a WordPress blog “Add Post” area, with very similar formatting options.

Sendible dashboard

On the left-hand vertical menu, you’ll find your feeds, calendar, and message monitoring and handling.  You’ll also be able to check the buzz about you and your brand, as well as assign tasks to your team. (Less expensive packages will not have all these options.)

The best way to learn all about these options is to play around with them and start using them:  But before you get to that stage, one last thing you’ll need to do is set up your Profile.

Click on the “My Profile” horizontal tab in the upper right hand corner.

my profile tab

This opens to a page that lets you edit your personal details (#1), subscriptions and other categories (#2).

your personal details

When you click on the tab for each category, these expand further, allowing you to take the following actions:

  1. Contact Details – In addition to the usual contact information such as company address, mobile number and website URL, this category also allows you to add a short bio
  2. Picture/Logo – Allows you to browser your computer and insert a 150 X 150 pixel headshot
  3. Time Settings – Allows you to not only edit your local time zone, but toggle between a 12-hour or a 24-hour clock
  4. Preferences – Allows you to switch between toggle view and list view, turn inline help tips on or off, preschedule automatic messages, pause scheduled messages, manage privacy and more
  5. Group Posting – Allows you to designate Sendible messages to either be published to your groups or sent as drafts
  6. Url Shortening – Allows you to provide the password and key for your favorite url shortener, which you select from a drop-down list.  (If you don’t use url shortening, simply leave all the fields blank.)
  7. Images – Allows you to select from Twitter, TwitPic or yFrog image shorteners
  8. Location – Allows you to enter your exact street address for Sendible’s location-based services to use.  (They promise it won’t be shared with any third parties!)
  9. Remote API Key – You can give your API key to third-party websites and applications, allowing them to interact on your behalf with Sendible.  Security-wise, this is a preferred alternative to giving other sites your password

When you’ve adjusted these categories to your satisfaction, be sure to press the “Save” button!

Step 8.  Add/Edit Services

Finally, if you access the “Add Services” tab in your top-left horizontal menu, you can also add bookmarks and other sites you regularly use, streams, blogs, brand and review monitoring and a whole host of other tools. (Simply select the services you want and “add” them.)

add and edit services

This is only just the beginning of your journey with Sendible, but already you will have seen how easy it is to get started. You’re well on your way to eliminating the clutter and confusion of multiple login details and folders while dancing between different platforms and sites.

Sendible makes it easy for you to manage all your communication and monitoring in one easy Dashboard.  When you are ready, you can try it for free today.

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