In this article:
- Create an account
- Customize your personal profile
- Customize your Account
- Set up Account Billing
- Set up Brands, People & Channels
We're so excited that you're ready to streamline all your content in one place.
With Gain, you’ll be able to automate your marketing team’s content planning, approval, and publishing workflow. Think of Gain as your team’s automated traffic manager, notifying the right people at the right time, gathering feedback from content approvers and clients, and moving the process along until everything is approved and published.
Let’s get started!
Create an account
Visit https://manage.gainapp.com/signup/? to start your free 30-day trial. No credit card is required.
Important: If you try to sign up but your email address already exists in the system, contact Support or reset your password here.
If you already have an account, to log in visit https://manage.gainapp.com/launchpad/ and enter your email and password.
Customize your personal profile
Customize your personal profile on Gain by clicking on your name in the navigation bar, then click My profile.
Upload your profile picture. If you don’t upload a picture, your initials will be shown instead.
Under the My profile section, you can also change your password and modify your approval reminder preferences. Click Save to update your personal profile settings.
Customize your Account
To customize your team profile on Gain, click on your name in the navigation bar and then click Account settings.
In Account Settings, you can upload your company’s logo (which will be seen by your clients), add your company name, phone number, and address. We occasionally like to send cool stuff to our customers so make sure your address is not a P.O Box!
Click Save and your logo will appear on your team’s Gain accounts.
Important: When you send content to other members of your team or your clients for approval, they will see your company’s logo and know who it’s from.
Set up Account Billing
As the account owner, you can update or view your billing history and the number of users on your account at any time.
Click on your name in the navigation bar and click Billing to review how many users are currently on your plan, as well as your payment method.
If you want to receive a copy of your invoice via email each month for accounting and record keeping purposes, click View Billing History, then click on Receipt Settings and add an email address. No other user (or client) will have access to this information.
For more information on billing and pricing visit our Pricing and Account Settings section here.
Set up Brands, People & Channels
Brands are like a folder where you can keep your client’s marketing calendars and social channels in one place. For example, if you have many Facebook product or location pages for your brand, you could set up individual brands for each location/product.
To set up the brands you will manage in Gain, click Add my First Brand Client on your Account Home dashboard. See the steps below:
- A wizard will open up where you can enter the client or brand name and upload the brand logo. Or, select one of the images that Gain will suggest and save some time! When you’re ready to click Add Brand.
Note: You can later modify the logo and brand's name by going to General Settings under the Brand Settings menu.
2. In the next step, you can start adding your team members, including client-approvers.
Enter the email address of the person you want to add to your Gain account. After you enter the person’s email address and name, you can preview and customize the invitation you will like them to receive from you.
They can also be given specific permissions based on their roles in your organization. To read more about the appropriate permissions, click here. You can modify the permissions later in People under the Brand Settings menu.
Note: As an Account Owner or Administrator, you can update all user permissions and remove any user at any time.
3. Now it’s time to connect some channels to your brand. With Gain, you can create and connect as many brands and channels as you’d like! Select the type of channel you’d like to add and you’re done!
To add more channels or modify your channels later go to Social Channels under the Brand Settings menu.
You can also add new channels by clicking on Connect New Channel in the Filters panel to the left.
In Gain, you can connect Facebook, Twitter, LinkedIn, Instagram, or a Files channel – a unique, customizable channel that allows you to share any marketing assets that require approvals, such as images, videos, and advertising mockups.
Gain will walk you through a few simple steps to set up each channel. For Facebook and LinkedIn pages, you need to be an admin on the page you want to connect.
You are now ready to start creating content on Gain!
For more specific how-to guides on how to create and schedule content visit the Content planning, approvals, and scheduling section here.