The True Anthem Onboarding Wizard is designed to help you craft your initial schedule and content rules, giving you a solid starting point for automation. Don’t worry—you can make any changes you want after the setup is complete!

Whether you are a New True Anthem User or a returning, you will need the following elements before starting the Onboarding Wizard:

• RSS Feed(s) for the campaign (if not already connected to campaign)
• Admin-role for Social Network Account(s) and/or Business Manager to connect social network(s)
• Ability to add a JavaScript tag to your website (if not already added)

For New True Anthem Users

The Wizard automatically launches upon your first login to True Anthem, where you will verify essential account information:

• Your Account Name
• Your Campaign Name
• Your Website Domain
• Your Product Plan
• Primary Contact(s)

Restarting the Wizard for Existing Users

If you have already gone through the Wizard during your initial onboarding, you can restart the process for any platform by following these steps:

1. Click on Settings.
2. Click on the Social Networks tab.
3. On the row of the Social Network you want to onboard, click “Setup”.

This will take you to the Onboarding Wizard where you can set up automation for that social network or copy a setup from another network.

Step 1: Add/Verify RSS Feed(s)

Adding an RSS feed is the fastest way to get content ingested into our system, meaning you wait less time from publishing on your site to it appearing in True Anthem for scheduling.

⚠️ IMPORTANT: Not having an RSS feed relies on a PageView to fire on the new content, triggering our JavaScript for ingestion. This can cause delays in availability, depending on the volume of traffic your new content receives.

Steps to Add an RSS Feed

1. Click on “Add Another RSS Feed” if no input box is present.
2. Create a name for your RSS Feed (Ex: New Content).
3. Drop the direct URL of the RSS feed.
4. Verify the Status/Preview for RSS feed connection success.
5. Click “Next” to continue to next step.

Step 2: Add/Verify the True Anthem Javascript

This screen walks you through adding and verifying that our JavaScript web tag has been added to your website. Simply follow the steps on the screen, then select “Test”.

💡 TIP: We test the landing page of the provided domain. If the beacon is not present on your landing page, the test will not work. We strongly recommend our instructional guide to Setup the True Anthem JavaScript Analytics Tag.

You are able to skip this step, but we do not recommend doing so. Not having the True Anthem JavaScript Analytics Tag present will severely diminish the value of our automation. 

for more information, Setup the True Anthem JavaScript Analytics Tag.

Step 3: Connect Social Networks

This screen walks you through connecting all the social networks you plan to use True Anthem on. Each platform will have its own onboarding process handled through pop-up dialog boxes.

• You can connect to ONE social network account for each social network available.
• To setup AUTOMATION or MANUAL POSTING on the network, make sure to enable “Set Up Posting” by clicking the circle on the far right of the row for the desired Social Network.

Step 4: Set Up Post Schedule

This screen lets you set up your automation post schedule or select to manually post. You will get to pick from three main options:

Match Current Schedule

This option looks at your average LINK POSTS in the last 60 days to attempt to mimic your posting behavior and create a schedule for weekdays and weekends.

Create Custom Schedule (By Post Frequency)

This allows you to build posting blocks leveraging two main elements, split up for Weekdays and Weekends:

• The Time Window
• How many posts you are looking to post during that window.

You can have multiple windows by clicking the “+” sign next to the detail rows.

None (Manual Scheduling)

This skips the schedule builder and allows you to manually post your content using the robust Content Discovery and Post Editor in the Queue section. 

Step 5: Set up Content Rules

This screen introduces your starting content selection parameters for automation. You will later manage these further using the Managing Content Types feature. 

 For more information, Understanding Content Types.

Content Selection Categories

We categorize content selection into three main types. You can turn any of these off by clicking the circle/checkmark next to the category name.

• New Content: Content that has never been posted, sourced from your RSS feed(s) and/or the JavaScript Tag.
• Short Term Recirculation: Content posted in the last 48 hours, 1 week, and/or 1 month that has shown high performance for re-posting.
• Evergreen Recirculation: Content with nearly infinite shelf life that can be re-posted years later.

Editing Content Category Behavior

To edit the behavior of these categories:

1. Click the gray arrow to the right of the Content Category name.
2. Turn any unwanted Content Selection groups off by clicking the circle/checkmark to the left of the name.
3. Answer the questions to align the content selection to your editorial sensitivity.

Content Mix Preference

This function removes the need to balance how much New Content vs. Recirculation goes out by simply setting an ideal % you would like the system to aim to push out. 

For more information, Using Content Mix Preference (Unposted vs. Recirculated Content).

⚠️ IMPORTANT: If there is not enough content to support New Content or Recirculation, our system will automatically leverage content agnostic of this to ensure that a slot does not go empty.

Advanced Settings

These settings are available for further customization and can be changed at any time in the Settings Configuration tab.

• Time of Record: The specific timestamp used when recording data for a piece of content (e.g., initial publication time or latest update time).
• Page URL Source: Determines which HTML tag to use for the content's primary URL (<link rel="canonical" href="..."> or <meta property="og:url" content="...">).
• Page URL Case Sensitivity: Determines if the system treats the same URL with different letter cases (e.g., /Page vs. /page) as one page (insensitive) or two separate pages (sensitive).

Step 6: Confirm Your Selection

This final screen provides a summary of everything you have configured.

• Scroll through the screen and click “Make Changes” on any section to jump back and edit the selections.
• Once you are satisfied, click “Finish Setup”.

Automation Rule & Schedule Management

Your queue is now created, including the initial schedule and content selection rules. You are ready for optimization using the Automation Rule & Schedule Management Tools. 

Here is our handy quick start guide to get you started: Automation Rule & Schedule Management Starter Kit