Connecting Platforms - AI Sales Rocket

Connecting Social Media Platforms

How to Connect Your Social Media Accounts

Connect platforms on the Set Up page. Connections are scoped to the currently selected author (pen name).

Author context: Use the author bar on Set Up to confirm which pen name you are connecting. Switch authors from the navbar dropdown or Manage authors link. See the Managing Authors guide.
Currently on Set Up: Facebook, Instagram, Threads, LinkedIn, Bluesky, Pinterest, and WordPress (self-hosted). TikTok, Substack, and Medium are temporarily hidden from the Set Up page while integration issues are resolved.

General Connection Process

  1. Go to Set Up in the sidebar
  2. Confirm the correct author is shown under Managing connections for
  3. Scroll to Social Media Connections
  4. Click Connect for the platform you want
  5. Complete the OAuth or credential flow on the platform's site
  6. You'll be redirected back to Set Up to confirm the connection
  7. For Pinterest, select a board after connecting

Platform-Specific Instructions

Note: Facebook connections are managed through Outstand.

  1. Click "Connect Facebook"
  2. You'll be redirected to Meta's authorization page
  3. Log in with your Facebook account
  4. Grant necessary permissions (pages_manage_posts, pages_read_engagement, etc.)
  5. Select the Facebook Page you want to connect
  6. You'll be redirected back to confirm the connection

Note: Instagram connections are managed through Outstand.

  1. Click "Connect Instagram"
  2. You'll be redirected to Meta's authorization page
  3. Log in with your Facebook account (Instagram requires Facebook connection)
  4. Select your Instagram Business account
  5. Grant necessary permissions
  6. You'll be redirected back to confirm the connection
Important: Instagram requires a Business or Creator account linked to a Facebook Page. This is a requirement from Meta (Facebook/Instagram), not our application. Instagram's API uses Facebook's Graph API infrastructure, which requires this connection for authentication and posting capabilities.

Note: Threads connections are managed through Outstand.

  1. Click "Connect Threads"
  2. You'll be redirected to Meta's authorization page
  3. Log in with your Instagram account (Threads is linked to Instagram)
  4. Grant necessary permissions (threads_basic, threads_content_publish, etc.)
  5. You'll be redirected back to confirm the connection
Prerequisites: You must have an Instagram Business or Creator account with Threads enabled. See our Connecting Threads guide for detailed setup instructions.

Note: LinkedIn connections are managed through Outstand.

  1. Click "Connect LinkedIn"
  2. You'll be redirected to LinkedIn's authorization page
  3. Log in with your LinkedIn account
  4. Grant necessary permissions (w_member_social, etc.)
  5. You'll be redirected back to confirm the connection
Note: LinkedIn connections require a valid LinkedIn account. Personal profiles and Company Pages are both supported.

Note: Bluesky connections are managed through Outstand.

  1. Click "Connect Bluesky"
  2. You'll be redirected to Bluesky's authorization page (via Outstand)
  3. Log in with your Bluesky account
  4. Grant necessary permissions
  5. You'll be redirected back to confirm the connection
Note: You must have a Bluesky account to connect. Bluesky is a decentralized social network focused on text-based conversations. See our Connecting Bluesky guide for detailed setup instructions.

Note: Pinterest uses direct OAuth integration.

  1. Click "Connect Pinterest"
  2. You'll be redirected to Pinterest's authorization page
  3. Log in with your Pinterest account
  4. Grant necessary permissions (boards:read, pins:read, pins:write)
  5. You'll be redirected back to confirm the connection
  6. Select the Pinterest board to post to
Note: Pinterest connections require a Pinterest Business account for posting capabilities.

Temporarily unavailable on Set Up. TikTok connection and content generation are hidden while Outstand API issues are resolved.

When available, TikTok connections are managed through Outstand and support personal accounts.

Note: Only self-hosted WordPress sites are supported. WordPress.com connections are not available.

  1. Click "Connect Self-Hosted WordPress"
  2. Enter your WordPress site URL (must use HTTPS)
  3. Create an Application Password in WordPress:
    • Log in to your WordPress admin dashboard
    • Go to Users → Profile
    • Scroll to the "Application Passwords" section
    • Enter a name (e.g., "Book Marketing Platform")
    • Click "Add New Application Password"
    • Copy the generated password immediately
  4. Enter your WordPress username
  5. Paste the Application Password
  6. Click "Test Connection" to verify
  7. Click "Connect" to save
Requirements: Your WordPress site must have HTTPS enabled and support Application Passwords (WordPress 5.6+).

Temporarily unavailable on Set Up. Medium OAuth connection is not currently shown on the Set Up page.

When available, Medium uses direct OAuth. After connecting, you select a publication (or your personal profile) to publish articles. Medium content generated in the app is copy-only — paste into Medium manually.

Temporarily unavailable on Set Up. Substack connection is not currently shown on the Set Up page.

Note: Substack uses email-based publishing (not OAuth).

  1. Find your publication email in Substack: Settings → Publication → Email publishing address (must end in @substack.com)
  2. Enter the publication email and optional publication URL
  3. Click Test Connection, then Connect Substack
Important: Posts sent via email always arrive as drafts in Substack — you must publish manually. Substack has no public scheduling API.

Platform Connection Methods

Platforms are connected using different methods depending on their API requirements:

Via Outstand

These platforms use Outstand for OAuth management:

  • Facebook
  • Instagram
  • Threads
  • LinkedIn
  • TikTok
  • Bluesky
Direct OAuth

These platforms use direct OAuth integration:

  • Pinterest
  • WordPress (self-hosted)
Email-Based

Substack uses publication email for publishing (posts arrive as drafts).

Platforms on Set Up Today

  • Facebook (via Outstand)
  • Instagram (via Outstand) — Business/Creator account required
  • Threads (via Outstand)
  • LinkedIn (via Outstand)
  • Bluesky (via Outstand)
  • Pinterest (direct OAuth) — board selection required
  • WordPress (self-hosted only)

TikTok, Substack, and Medium support exists in the codebase but is temporarily hidden from Set Up.

Troubleshooting Connection Issues

  • Connection fails: Check that you granted all required permissions
  • Token expired: Reconnect the platform to refresh tokens
  • Permission denied: Ensure you're using an account with posting permissions
  • WordPress self-hosted: Verify HTTPS is enabled and Application Passwords are supported (WordPress 5.6+)
Security: Your OAuth tokens are encrypted and stored securely. Never share your connection credentials.