Overview

In this section you can follow the steps to install UmbSocial, connect your social accounts and give editors access.

How it fits together

• A channel is one account that posts go to, such as your LinkedIn company page or your Bluesky account. A channel belongs to one network.
• A post is written once and sent to one or more channels. Each channel can have its own text. One post on one channel is called a target, and each target has its own status.
• An Automate connection holds the account’s credentials. Social never stores them: a channel only points at a connection.
• A managed automation is created for each channel in Umbraco Automate. When a post is due, Social starts that channel’s automation, which posts through the network’s Automate action and records the result.

Social (what and when)  ──▶  "Social post due" trigger  ──▶  network post action  ──▶  "Record social post result"
                              (one automation per channel, in Umbraco Automate)

Steps

1. Install UmbSocial, Umbraco Automate and the provider package for each network you use.
2. Set UmbracoApplicationUrl so images get a public URL (see Installation).
3. Check the configuration. Publishing is on in Production only, so a copy of the site never posts to your accounts.
4. In Automate, create a workspace with a service account that allows your connections, then connect each network and add a channel for it.
5. Give user groups the permissions they need.
6. Set up the posting schedule and start writing posts.

System Requirements

The minimum requirements for using UmbSocial are:

• Umbraco 17.6 or later
• .NET 10
• Umbraco Automate 17.4 or later
• SQL Server or SQLite database
• An Automate provider package for each network you post to
• An HTTPS address for the site, so the networks can download your images