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General

Definition of Structures in Pencila

Summary

Pencila provides its customers with many services that are similar and are laid out in different places within the program. It is critical to understand the program so that every area and feature can accurately be identified within the application.

The following documentation defines the areas and services within the Pencila program.

Account: refers to a Social Media application belonging to the Customer that can be a:

  •    Social Media accounts such as Facebook, Instagram, Twitter/X, and Pinterest account.
  •    Sales account such as a Shopify account.
  •    Email account such as a Klaviyo account.
     

Promotion: A potential future post to a Customer’s account that is created by Pencila’s AI or added by the customer and is stored with a Card.

Card: Much like a playing card, Cards are where Promotions are stored for purposes of storage of the promotion and to allow for editing, duplication, deletion, and scheduling (future posting) of Promotions. Data from the Account where it is posted will be displayed on the card.

Board: Storage location for multiple cards that can be custom-named for purposes of organization. The board can be renamed or deleted. Any card in the Board is deleted from the Pencila app when the board is deleted.

Promotions Creation Style

The style in which the Promotions is created by Pencila cen be done with varying levels of assistance from Pencila’s AI.  These levels are selectable during the Builder phose of each area (Social, Ad, Email, and Pages).

Auto: This style of Promotional creation instructs Pencila’s AI to use the URL defined in the Gallery to generate information about the product selected to create promotions.

Manual: This style of Promotion creation instructs Pencila’s AI to use the information entered in a product window to generate a test about the product selected to create a Promotion.

Multi-Post: This style of Promotions creation instructs Pencila’s AI to use the URL defined in the Gallery to generate information about the product selected in addition to setting up a Campaign (Campaign name and number of Promotions with the Campaign)to create Promotions.

Building Method: When a Pencila Builder builds a Promotion, the user is offered 3 methods in which Pencila's AI generates the contents of the Promotion.

Builders:

Builder will use Pencila’s AI capabilities in either the Auto, Manual, or Multi-Post styles based on the customer selection.  The builders 

  1. Post Builder: Create Post +: the function within the Pencila app that allows customizing of the Promotions that are built by Pencil that may be saved, edited, and/or posted to a Social Media account in the future.
  2. Ad Builder: Create Ad +: the function within the Pencila app that allows customizing of the Promotions that are built by the Pencila AI that can be saved, edited, and/or posted to a Social Media account in the future.
  3. Text Builder: Create Text +: the function within the Pencila app that allows customizing of the Promotions that are built by Pencila that may be saved, edited, and/or posted to a Social Media account in the future.
  4. Page Builder: Create Page +: the function within the Pencila app that allows customizing of the Promotions that are built by Pencila that may be saved, edited, and/or posted to a Shopify account in the future.
  5. Email builder: Create Email +: the function within the Pencila app that allows customization of the Promotions that are built by Pencila The Promotions will be saved, edited, and/or posted to a Klaviyo account in the future.
     

Chats

Private Messages: Messages that come in from a Customer's social account that are private to the customer, responses are sent only to the client that sent the message.

Comments: Messages received by the social media account that are meant for the general.

Social Chat: Place for Customers to interact with their clients through their Posts. The Social Chat icon is in the Social Area. This Chat can be Manual (responses must be entered in) or Automatic where the AI responds to incoming messages.

AI Chat: Chat for Customers to interact with Clients through their Posts. The Social Chat icon is in the Social Area. This Chat can be Manual (responses must be entered in) or Automatic where the AI responds to incoming messages.

Campaign: Part of the Multi-Post method that allows multiple Promotions to be created.

Card Status: Indicates the status of the card. No status is presented if the card is not Posted, A green oval with the word “Posted” within it will be on the top of the card, along with the Page name it was posted to on the front of the card.

Client: the people that the Customer deals with. Typically they have neither any knowledge of nor have any relation to, Pencila other than using a Pencila service that is provided to them by the customer.

Customer: The owners of a Pencila account.

Features area: This is where most of Pencila’s services reside, the Feature area is most of the left side of the window.

Services within the Features Area

  1. Social: Area where Promotions can be prepared, stored (within Boards), and posted to social media accounts (specific or multiple social media accounts).
  2. Pages: Area where Promotions can be prepared, stored, scheduled, duplicated, deleted (within a Board), and posted e-commerce (currently Shopify) account.
  3. Ads: Area where Promotions can be prepared, stored (within Boards), and posted to social media accounts (specific or multiple social media accounts.
  4. Email: Area where Promotions can be prepared, stored (within Boards), and posted to email distribution accounts (currently Klaviyo).
  5. Text: Area where Promotions can be prepared, and stored (within Boards). Promotions prepared in this area can be used in other palaces using the copy-and-paste function.

Header Navigation Bar: The header bar is at the top of the page for Promotions designing within all the Feature areas (Social, Pages, Ads, Email, and Text). The contents of the Header Bar will change depending upon which particular Feature area and what is required for that area.

Link: A connection between Pencila and a 3rd party program ( currently Facebook, Instagram, Twitter/X, Pinterest, LinkedIn, Shopify, Klaviyo).

Pencila Customer Admin area: An area where the Pencila application’s functions and services can be administrated. Within this area is where the “Settings” (for which details of the account can be found), along with the ability to log out of the account.

Post: When a Promotion has been placed on a Social media account to be consumed by the public, the Promotion becomes a Post. The post generates data via the Posting application (Social Media application). Data generated by the Post is replicated on the back side of the card within Pencila.

Post Data: Data about the Post, generated from the Posting application is replicated on the back side of the appropriate card, Post data from the Posting account(s) aid in understanding how a Post is performing.

Social Media: Refers to all of the customer’s Social Media accounts (Facebook, Instagram, Twitter/X, Pinterest, LinkedIn).

ToolTip: Small window where text appears when a user hovers their cursor over an element. The tooltip usually contains information that provides a brief description, context, or instructions that users may want to know.

Boards & Cards

Boards and Cards:

Each area in Pencila relies upon two different structures: Boards and Cards.  

Posting to Social Media:

  • Any card within a board can be posted on any connected social media account.
  • Users can connect one or multiple social media accounts to Pencila.
  • The posting process involves creating an advertisement through Pencila's tools and then posting it to the desired social media accounts.

Initial Setup:

  • When starting to use Pencila, there's already a board in the social media area labeled "My First Board" with an example card.
  • Any card within a deleted board will also be deleted.

Creating Advertisements:

  • Advertisements can be created quickly through tools like Create Post, Create Page, Create Ads, Create Email, or Create Text in the left-side navigation area.
  • After creating an advertisement, it becomes available on a card for further editing, saving, posting, or deletion.

Post Data:

  • Once an advertisement is posted to social media, data such as likes, shares, and comments generated from the post are available on the backside of the card as relevant data placeholders.

Overall, Pencila seems to provide a streamlined process for creating and managing advertisements across multiple social media accounts through the organization of boards and cards. Users can easily create, edit, post, and monitor the performance of their advertisements within the application.

 

 

 

Creating a Board

1. Access Board Creation:

Click on the board icon located at the top middle of your screen.

2. Initiate New Board:

Within the board interface, click the '+New Board' icon.

3. Name Your Board:

Enter your preferred name for the board into the provided field.

4. Launch the Board:

Click the 'Launch Board' button to finalize the creation process.

Renaming a Board

1. Access Board Management:

  • Click on the board icon in the upper middle of the screen.

2. Find and Select the Board:

  • Identify the board you want to rename from the list.

3. Edit Name:

  • Click on the existing board name, delete it, and type the new name.

4. Save Changes:

  • Press 'Enter' or click outside the text field to save the new name.

Organizing cards inside the Board

  1. Start by locating the board you want to organize. You'll find it at the top middle of the screen.
  2. Select the specific board you wish to organize.
  3. Inside the board, you'll see all of your cards listed.
  4. To rearrange your cards, simply drag and drop them to place them wherever you prefer.
     

Note: It's important to remember that you can only rearrange cards within the same board. You cannot transfer them to another board.

Deleting a Board

1. Find the Board Icon:

Look for the board icon at the top middle of your screen.

2. Select the Board:

Click on the board you want to delete.

3. Delete:

Click the "X" icon next to the board name.

4. Confirm:

Press the "Delete" button to confirm deletion.

Social

Posts

Saving a Post

  1. Inside the Post Builder, you'll find the "Add to Board" button located on the upper right side of the screen.
  2. Click on the "Add to Board" button.
  3. Your card will be saved on your board automatically.

Schedule a Post

1. Create a Card:

After creating your card, proceed to the next step.

2. Access Scheduling Options:

Click on the Schedule button located on the upper right side of the screen.

3. Choose Social Media Platform:

Select the social media platform where you want to schedule the post.

4. Set Time and Date:

Choose the desired time and date for your post to be published.

4. Schedule:

Press the Schedule button to confirm and schedule the post.

5. Immediate Posting Option:

If you prefer to post the content immediately, you can click the 'Post Now' button instead.

Delete a Post

  1. If you are working on a 'Social' post, you will find the 'Board' icon located in the middle top of your screen. 
  2. By clicking the board icon, you can view all the posts you've created, including your scheduled posts.
  3. Pick the post that you want to delete, and you will notice a trash icon next to each post you've created.
  4. Click on the trash icon associated with the post you wish to delete.

 

Duplicate a Post

  1. Locate the board icon at the top middle of the screen.
  2. Select the board where you saved your post.
  3. For each post, locate the Clone icon beside it.
  4. Click the Clone icon to duplicate the post.
     

Note: The cloned post will also be saved on the same board where you created the original post. If the post has already been posted or scheduled, cloning it will only duplicate the card itself, not the status of the card.

Edit a Post

  1. Navigate to Your Board: Go to the board where you saved the post.
  2. Locate the Post: Find the post that you want to edit.
  3. Click the Edit Icon: Click the edit icon beside the post.
  4. Confirm Editing: A message will appear, saying editing a scheduled post will remove its scheduling. Click "Edit Anyway" to proceed.
  5. Edit the Post: Inside the Post Builder, make the desired changes. Adjust the content, images, and any other details as needed.
  6. Re-Schedule the Post: Set the time and date again for the post. Ensure it's scheduled for the desired time and date.

Create A Social Post

1. Choose Your Social Media Platform: First things first, select the social media platform where you want to share your post. We've got options for you to choose from.
2. Access Post Creation: Head over to the Social section and find the 'Create Post+' button up there in the top right corner of your screen.
3. Customize Your Post: Now, let's get creative! On the left side of your screen, in the Feature area, customize your post by picking a theme and product. Use cool features like 'Auto Emojis', 'Auto Hashtags', and 'Auto Image’ to make your post pop!
4. Choose Your Tone of Voice: Select a tone that matches the message you want to convey with your post.
5. Utilize Discount Feature (if needed): Got any discounts or special offers? Don't forget to include them in your post if applicable.
6. Generate Your Post: Hit the 'Pencil' button, and voilà! Your post is ready to go.
7. Save to Your Board: If you want to save your post for later, just click the Add to Board icon.
8. Schedule Your Post: Want to post it later? No problem! Click the Schedule button to choose a time, or if you're ready to go, hit Post Now.
 

And hey, we've got three different modes for creating posts:

  • Auto Mode: Just drop in the URL link for your product, and our AI will whip up a caption for you.
  • Manual Mode: Prefer to write your own description? Go ahead! Our AI will create a caption based on what you type.
  • Multi-Post: Feeling ambitious? Create a whole campaign with multiple products and choose how many posts you want. Our AI will handle the captions based on the URLs you provide.

 

Character Limitations

Facebook - Facebook provides a generous character limit of 63,206. Nonetheless, it's advisable to aim for shorter posts, typically a sentence or two, to enhance engagement.

Instagram - Instagram captions permit up to 2,200 characters, but restrictions apply when hashtags are included. Given that Instagram primarily serves as a platform for sharing photos and videos, the main emphasis is usually on visual content.

Twitter/X - Twitter/X enforces a concise character limit of 280 per post, encouraging users to communicate effectively within this constraint.

Pinterest - Pinterest has a character limit of 500, allowing concise yet expressive descriptions for pins.

Pages

Create Pages

Access Page Creation: Click on the 'Create Page+' button in the upper right corner of your screen to start making your page.
 

1. Choose Layout: Pick the layout that best fits what you want your page to look like.

2. Select Marketing Theme: Choose a marketing theme that matches your product and branding style.

3. Fill Out Page Form: Provide necessary details like the Name, URL name, and other info for your page.

4. Select Product: Decide which product(s) you want to showcase on your page.

5. Set Tone of Voice: Choose the tone of voice that suits your audience best.

6. Use Auto Image Feature: Simplify adding images with the Auto Image feature.

 

Page Creation Feature Area: Find this on the left side of your screen.
 

1. Section Management: Arrange sections by dragging and dropping. Remove any unwanted sections by clicking the delete icon.

2. Individual Section Options: Each section has its own set of options like Icon, Subheading, Button, etc. Click the Pencil icon to customize.

3. Customize Text and Hyperlinks: Change text color, and font, and add links to buttons, websites, and images within each section.

4. Image and Font Customization: Upload images, change fonts, and adjust the number of product image areas.

5. Edit Content and Names: Easily replace existing text with your own.

6. Page Settings: Access your page settings to tweak details and font style.

7. Preview Desktop and Mobile Versions: Check how your page looks on Desktop and Mobile before publishing.

8. Save Changes: Click the Save button to keep your progress.

9. Publish Your Page: When everything looks good, hit the Publish button to make your page live on Shopify.

Publish a Page

  1. If you have finished creating your Page and you want to publish it:
  2. Inside the Page Builder, you can see the Publish button on the top right side of the screen.
  3. Click the Publish button to publish your page to Shopify.

Delete a Page

  1. Go to the Pages area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Page that you want to delete.
  4. For each Page, you can see the Trash icon beside it.
  5. Click the Trash icon, then click the Delete button to confirm.
     

Note: If you delete a Page that has already been published, it will also be removed from Shopify.

Duplicate a Page

  1. Go to the Pages area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Page that you want to clone.
  4. For each Page, you can see the Clone icon beside it.
  5. Click the Clone icon, and then click the Yes button to confirm.
     

Note: If you clone a Page that has already been published, it will only clone the Page, not the status.

Edit a Page

  1. Go to the Pages area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Page that you want to edit.
  4. For each Page, you can see the Edit icon beside it.
  5. Click the Edit icon, and it will redirect you to the Page Builder.
     

Note: If you edit a Page that has already been published, you will need to publish it again so it will be updated in Shopify as well.

Sections, Options, Settings

A "Section" in creating a page is a structural element used to organize content within a webpage. Sections break the page into digestible parts, each focusing on a specific topic like an introduction, services, or contact details. They improve readability and navigation by guiding users through the information logically. Sections also allow for visual customization, helping create engaging designs that capture attention and communicate effectively. Overall, sections are essential for crafting cohesive and user-friendly web experiences.

The "Options" feature provides users with a comprehensive overview of customizable elements within each section of a page. This functionality allows for fine-tuning various aspects such as subheadings, body text, fonts, images, and more. With Options, users can easily modify the appearance and layout of individual sections to suit their preferences and achieve the desired look and feel for their page. Whether adjusting the font style, tweaking image placement, or refining the structure of content.

"Settings" is a centralized hub within page management platforms where users can access and adjust various page details and font styles.

Ads

Create Ads

Creating Ads in Pencila:
Within the Feature area, you'll find a Feature bar incorporating 'Auto,' 'Manual,' and 'Multi-Post' options.

Auto - Auto mode operates by having the AI generate content based on the information and images you provided during the addition of a product.

Step-by-Step Guide: Creating Ads in Pencila in Auto Mode.

  1. Select Social Media Platforms:
    Begin by choosing the social media platforms where you want to run your ads.
  2. Access Ad Creation:
    Click on the 'Create Ad+' button located in the upper right corner of the screen to initiate the ad creation process.
  3. Navigate to Features:
    Locate the Feature area on the left side of your screen.
  4. Customize Ad Content:
    Personalize your ad by selecting a Theme, Product, and utilizing features such as 'Auto Emojis', 'Auto Hashtags', and 'Auto Image'.
  5. Choose Tone of Voice:
    Define the tone of voice for your ad, ensuring it aligns with your brand and resonates with your target audience.
  6. Utilize Discount Feature:
    If applicable, make use of the discount feature to incorporate Sale and Discount codes into your ads, providing an incentive for your audience.
  7. Adjust Image Aspect Ratio:
    Modify the aspect ratio of the image using the option in the header bar at the top-middle of your screen to optimize the visual appeal of your ad.
  8. Generate Ad Content:
    Click 'Pencil' to generate the final version of your ad based on the selected theme, product, and features.
  9. Save to Board:
    Press 'Add to Board' to save your ad to your board for future reference or editing.

 

Manual - In Manual Mode, the AI creates content by relying on the description you've entered into the provided text box.

Step-by-Step Guide: Creating Ads in Pencila in Manual Mode

  1. Select Social Media Platforms:
    Begin by choosing the social media platforms where you intend to run your ads.
  2. Access Ad Creation:
    Click on the 'Create Ad+' button located in the upper right corner of the screen to initiate the ad creation process.
  3. Navigate to Features:
    Locate the Feature area on the left side of your screen.
  4. Enter Manual Mode:
    In Manual Mode, use the designated box to input a detailed description of your product or services. The AI will then generate content based on this information.
  5. Utilize Features and Set Tone:
    • Make use of features such as 'Auto Emojis', 'Auto Hashtags', and choose the appropriate tone of voice for your ad to enhance its effectiveness.
  6. Select Image Aspect Ratio:
    Choose the aspect ratio of the image by adjusting the option in the header, ensuring it aligns with the visual requirements of your ad.
  7. Include Sale and Discount Codes:
    Utilize the discount feature to include sale and discount codes in your ad, providing added value and incentives for your audience.
  8. Generate Ad Content:
    Click 'Pencil' to generate the final version of your ad based on the inputted description and selected features.
  9. Save to Board:
    Press 'Add to Board' to save your ad to your board for future reference or further editing.

 


Multi-Post - Multi post - You can select multiple products at once and generate multiple ads in one go.

Step-by-Step Guide: Creating Ads in Pencila in Multi-Post Mode

  1. Name Your Campaign:
    Start by providing a name for your campaign. This name will also serve as your board name.
  2. Select Number of Ads:
    Choose the desired number of ads you want to generate for your campaign. This allows you to create multiple ads in a single campaign.
  3. Choose Multiple Products:
    Select multiple products that you want to feature in your campaign. This will help in creating diverse and engaging content.
  4. Utilize 'Auto Image' Feature:
    Take advantage of the 'Auto Image' feature to simplify and expedite the image selection process for your ads.
  5. Initiate Pencil Campaign:
    Click on 'Pencil Campaign' to initiate the creation of multiple ads. This feature allows you to generate a series of ads within the same campaign.
  6. Review and Customize:
    Review the automatically generated ads and customize them as needed to align with your campaign goals.
  7. Save to Board:
    Press 'Add to Board' to save your ads to your board for future reference or further editing.

 

 

 

Duplicate an Ad

  1. Go to the Ads area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Ad that you want to clone.
  4. For each Ad, you can see the Clone icon beside it.
  5. Click the Clone icon and click "Yes" to confirm.
     

Note: The cloned Ad will also be saved on the same board where you created the original Ad.

Edit an Ad

  1. Go to the Ads area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Ad that you want to edit.
  4. For each Ad, you can see the Edit icon beside it.
  5. Click the Edit icon, and it will redirect you to the Ad builder.

Delete an Ad

  1. Go to the Ads area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Ad that you want to delete.
  4. For each Ad, you can see the Trash icon beside it.
  5. Click the Trash icon and then click the Delete button to confirm.

Email

Edit an Email

  1. Go to the Email area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Email that you want to edit.
  4. For each Email, you can see the Edit icon beside it.
  5. Click the Edit icon, and it will redirect you to the Email Builder.
     

Note: If you edit an Email that has been published, you need to publish it again to have an updated copy.

Duplicate an Email

  1. Go to the Email area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Email that you want to clone.
  4. For each Email, you can see the Clone icon beside it.
  5. Click the Clone icon and click the Yes button to confirm.
     

Note: If you clone an Email that has already been published, it will only clone the Email itself, not the status.

Delete an Email

  1. Go to the Email area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Email that you want to delete.
  4. For each Email, you can see the Trash icon beside it.
  5. Click the Trash icon, and then click the Delete button to confirm.
     

Note: If you delete an Email that has already been published, it will only be deleted on Pencila, not in Klaviyo.

Publish Email on Klaviyo

  1. If you have finished creating your email and you want to publish it:
  2. Inside the Email Builder, you can see the Publish button on the top right side of the screen.
  3. Click the Publish button to publish your email to Klaviyo.

Create Emails

Create Email: Find and click the "Create Email +" button in the top right corner of your screen.
 

1. Choose Layout: Select a layout that suits how you want your email content to look.

2. Select Theme: Pick a theme template that matches your marketing plan and products.

3. Enter Email Name: Fill in the name of your email. This is for internal reference only.

4. Select Product: If you're promoting a specific product, choose it here.

5. Auto Image and Tone of Voice: Opt for "Auto Image" to include product images automatically. Adjust the tone of voice to match your brand.

6. Coupon Code and Sale: If applicable, add any special offers or discounts and mention ongoing sales or promotions.
 

Email Creation Feature Area in Pencila: Access this area on the left side of your screen.
 

1. Section Management: Customize your email layout by dragging and dropping sections. Remove unwanted sections easily.

2. Individual Section Options: Each section offers various options. Click the Pencil icon to edit specific sections.

3. Customize Text and Hyperlinks: Change text color, and font, and add links to buttons, websites, and images.

4. Image and Font Customization: Upload images, adjust fonts, and specify product image areas as needed.

5. Edit Content and Names: Simply click on text to replace it with your own.

6. Email Settings: Adjust email details and font styles for a consistent look.

7. Preview Desktop and Mobile Versions: See how your email looks on both desktop and mobile devices.

8. Save Changes: Click the Save button to keep your progress.

9. Publish Your Email Template: When everything looks good, hit the Publish button to make your email template live on Klaviyo.

Text

Delete A Text

  1. Go to the Text area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Text that you want to delete.
  4. For each Text, you can see the Trash icon beside it.
  5. Click the Trash icon and then click the Delete button to confirm.

Edit a Text

  1. Go to the Text area.
  2. Locate the Board icon in the middle of the screen.
  3. Choose the Board where you saved the Text that you want to edit.
  4. For each Text, you can see the Edit icon beside it.
  5. Click the Edit icon, and it will redirect you to the Text builder.

Duplicate a Text

  1. Locate the board icon at the top middle of the screen.
  2. Select the board where you saved your Text.
  3. For each Text, locate the Clone icon beside it.
  4. Click the Clone icon to duplicate the Text.
     

Note: The cloned Text will also be saved on the same board where you created the original Text.

Saving a Text

  1. Inside the Text Builder, you'll find the "Add to Board" button located on the upper right side of the screen.
  2. Click on the "Add to Board" button.
  3. Your card will be saved on your board automatically.

Create Text

  • Auto Mode: Drop in the URL link for your product, and let our AI generate a catchy caption for you.
  • Manual Mode: Prefer to write your own description? No problem! Our AI will create a caption based on what you type.
  • Multi-Post: Feeling ambitious? Create a whole campaign with multiple products, and choose how many posts you want. Our AI will handle the captions based on the URLs you provide.
     

1. Go to the Text Area: Head over to the Text area located on the left side of your screen.

2. Click Create Text+: Look for the button up there in the top right corner of your screen and give it a click.

3. Customize Your Text: Now, let's get creative! On the left side of your screen, in the Feature area, select a theme that suits your text. Choose the product you want to highlight, and feel free to jazz it up with Auto Emojis and Auto Hashtags.

4. Choose Your Tone of Voice: Select a tone that fits your text style and message.

5. Generate Your Text: Hit the 'Pencil' button, and watch your text come to life!

6. Save to Your Board: Want to keep your text handy for later? Just click the Add to Board icon to save it.
 

 

Customer Admin Area

Setting

"Pencila Account Settings" is conveniently situated in the lower-left corner of the screen, offering easy access for users seeking to manage their account preferences. Upon opening Pencila Settings, users encounter three distinct sections, each serving a specific purpose:

  1. General: This section provides an overview of essential account details, including General Information, Account Information, and Plan Information. Users can review and update their personal information and account settings as needed, ensuring accuracy and relevance.
  2. Linked Social: Here, users can conveniently view and manage their social media account connections with Pencila. Whether linking or unlinking accounts, this section provides a streamlined interface for controlling social media integration with the platform.
  3. Billing: The Billing section offers a comprehensive view of payment-related information, including current Payment and Billing details, as well as a comprehensive Payment History. Users can easily track their payment status, review past transactions, and manage billing preferences with confidence.
     

With Pencila Settings, users have a centralized location to efficiently manage their account preferences, social media connections, and billing information, ensuring a seamless and personalized experience.

Account Information

You can access your account information within the Account Settings, located in the lower-left corner of the screen.

Within the Settings menu, under the General section, you'll find a comprehensive overview of your account details. Here, you can view essential information such as your business name, business URL link, time zone, country, and plan details.

Billing

You can find your billing information in the account settings, located in the lower-left corner of the screen.

Within the Billing section, you'll have access to details regarding your payments, billing history, and the option to download receipts for your payments.

Changing the Time Zone

  1. Locate the Admin area, which can be found in the lower-left corner of your screen.
  2. Click on the Admin area, then select "Settings."
  3. Within the Settings menu, navigate to the "General" section.
  4. In the General section, you'll find the current time zone settings for your account.
  5. Click on the "+" sign next to the time zone display to expand the options and select the time zone that you prefer.
  6. Finally, click the "Edit" button to save your changes.

Unlinking Accounts

Unlinking Social Media Accounts in Pencila

Method 1: Social Area

  • To access the Social Area, navigate to the upper left side of the screen where the Social Area is located.
  • On the upper right side, you'll find icons for all the social media platforms connected to Pencila.
  • Click on the social media icon that you want to unlink from Pencila.
  • After selecting the social media icon, look for the 'Unlink' button and click on it to initiate the unlinking process.
  • A confirmation prompt may appear. Click the 'Unlink' button again to confirm the unlinking process.
     

Method 2: Admin Area

  • On the lower left side of your screen, find the admin area.
  • Once in the admin area, click on the settings button.
  • On the settings page, locate the "Linked Accounts" section.
  • Under "Linked Accounts," click the "unlink" button next to the social media platform you want to unlink. Confirm the unlinking process.
  • Repeat the process for any additional accounts linked to Pencila.

 

Shopify Disconnection

  1. Begin by navigating to the "Pages" area, situated on the left side of your screen.
  2. Look for the Shopify logo with a green checkmark on the upper right side of the screen.
  3. Click on the Shopify logo.
  4. Next, locate and click on the "Unlink" button.
  5. Confirm your decision by pressing the "Unlink" button again when prompted.
     

That's it! Your Shopify account is now successfully unlinked from Pencila.

Klaviyo Disconnection

  1. Navigate to the Email section, located on the left side of the screen.
  2. Look for the Klaviyo logo at the top right corner of the screen. You'll see a green checkmark on it.
  3. Click on the Klaviyo logo.
  4. A menu will appear, select the option to "unlink."
  5. Confirm your decision by clicking "unlink" again.
     

That's it! Your Klaviyo account is now successfully unlinked from Pencila.

Linking Accounts

Connection to Instagram

Before you start:

For Pencila to post to an Instagram account, the account must converted to a Business account (conversion between Personal, Creator, and Business accounts may be done at any time and at no charge).  The main reason for the changing of account account type is that Business accounts provide extra services (Instagram analytics) to assist the account holders.

 

To convert an Instagram account to a business account (at no cost)

  1. Log into the Instagram account
  2. Select the “More” button on the bottom left side of the window
  3. Select the “Settings” tab
  4. Select the “Business tools and controls” tab from the middle navigation menu
  5. in the “Switch to a business account” tab, select the “Switch” button in the next window
  6. the conversion is complete

 

Note: Make sure your Instagram account is connected to your Facebook page account.

  1. Look for the Instagram icon on the top right side of your screen in the Header Navigation bar.
  2. If you see a blue "+" on the upper right side of the icon, it means your Instagram account isn't connected to Pencila yet.
  3. Click on the icon to proceed.
  4. A window will pop up. Choose the "Link Account" button from there.
  5. Meta, which owns both Facebook and Instagram, will then ask you to log in using your Facebook account. Don't worry; this is normal.
  6. Once you've logged in, Meta may show a confirmation page if it recognizes your account.
  7. Confirm your choice by clicking "Continue as [your name]" or selecting "Edit Settings" if you want to use a different account.

Connection to Facebook

NOTE: Before you start, make sure you've created a Page on your Facebook account for Pencila to post advertisements.

  1. Look for the "F" icon at the top right corner of your screen.
  2. Click on it and choose "Link Account" from the options.
  3. If you already have a Facebook account:
    • Enter your account name or phone number.
    • Type in your password.
    • Hit "Login."
  4. On the Meta Page, click "Continue with Facebook."
  5. Select the Facebook page where you want Pencila to post advertisements.

Connection to Pinterest

How to Connect Pinterest to Pencila: A Step-by-Step Guide

Note: Ensure that you have created a board on your Pinterest account before connecting it to Pencila.

Method 1: Social Area

  1. Navigate to the Header bar located at the top of the screen.
  2. Select the Pinterest icon from the social media icons on the left side of the Header.
  3. Look for the Pinterest icon with a '+' sign, indicating the option to connect your Pinterest account. It is located on the upper right side of the screen.
  4. Click on the "Link account" button. This action redirects you to the Pinterest platform.
  5. Log in to your Pinterest account using your credentials to initiate the linking process.
  6. After logging in, you will be prompted to select the board on Pinterest where you want to save all the posts you make on Pencila.
  7. Once the board is selected, your Pinterest account will be successfully linked to Pencila.

Method 2: Admin Area

  1. Find the Admin icon located on the lower left side of the Pencila screen.
  2. Click on the Admin icon to access the administrative functions.
  3. Within the admin settings, look for the settings icon and click on it.
  4. Navigate to the "Linked Social" area within the settings. This section displays all available social media platforms.
  5. Locate the Pinterest option and click on "Link Pinterest." This action will redirect you to the Pinterest login page.
  6. Log in to your Pinterest account using your credentials to initiate the linking process.
  7. After logging in, you will be prompted to select the board on Pinterest where you want to save all the posts you make on Pencila.
  8. Once the board is selected, your Pinterest account will be successfully linked to Pencila.

 

Connection to Twitter

Step-by-Step Guide to Linking Your Twitter/X Account with Pencila:

  1. Go to the Header bar located at the top middle left of the Pencila screen.
  2. Click on the Twitter/X icon among the available social media icons.
  3. Look for the Twitter icon with a '+' sign, indicating the option to connect your Twitter account. It's usually found on the upper right side of the screen.
  4. Click on the "Link account" button. This will take you to the Twitter/X platform.
  5. Log in to your Twitter/X account using your credentials to start the linking process.
  6. If Twitter/X shows a confirmation window, it means it remembers an account you've used before. You'll see an “Authorize app” button to continue with a streamlined login process. If this is the account you want to use, click the “Authorize app” button.
  7. Once you've successfully logged in, your Twitter/X account will be linked to Pencila.
     

Shopify Connection

Connecting Shopify Account to Pencila:
  1. Navigate to the Shopify Admin Area:
    • Log into your Shopify account.
    • Go to the "Settings" from the window's lower left corner.
    • In the subsequent box, choose "App and sales channels" and click the "Develop apps" button.
    • Select the already installed application.
    • Click on "Manage credentials" in the "Summary" window.
  2. Enter Details:
    • Copy the "Admin API access token" from here.
    • In the Pages section of the Pencila Admin Area, select the Shopify icon with a "+" in the upper right corner.
    • Enter your Shopify Store Name and Shopify Token to connect.
  3. Verification:
    • The connection is successful if the blue "+" changes to a green checkmark.

Preparing your Shopify account

Changing Permissions in the Shopify App:
  1. Navigate to Permissions:
    • Open your Shopify app and navigate to the permissions settings.
  2. Enable Necessary Permissions:
    • Check the boxes next to the following permissions:
      • write_content
      • read_content
      • write_themes
      • read_themes
      • write_online_store_pages
      • read_online_store_pages
  3. Save and Install:
    • Once you've enabled the permissions, scroll to the bottom of the screen.
    • The "Save" button will appear at the top. Click on it.
    • Choose "Install app" and then proceed by clicking "Install" on the next screen.
       
Copying Admin API Access Token:
  1. Reveal and Copy Token:
    • Click on the "Reveal token once" button.
    • Select the "Copy" icon next to the token.
    • This token can be accessed later if needed.

Klaviyo Connection

Connecting Klaviyo to Pencila:

1. Access Pencila Website:
Open a new tab or window in your web browser and go to the Pencila website.

2. Go to Email Area:
Within Pencila's interface, navigate to the Email Area.

3. Initiate Klaviyo Integration:
Look for the Klaviyo icon with a plus (+) sign, usually located on the upper right side, and click on it.

4. Enter API Keys:
In the integration window that appears, paste the API key that you copied from Klaviyo into the provided field.

5. Submit Integration:
After entering the API key, click the "Submit" button or any similar action to finalize the integration between Klaviyo and Pencila.
 

Preparing your Klaviyo account

Creating API Keys in Klaviyo:

1. Login to Klaviyo:
Open your web browser and log in to your Klaviyo account.

2. Access Settings:
Once logged in, find and click on your name or profile icon, usually located on the lower left side of the screen.


From the dropdown menu, select "Settings."

3. Navigate to API Keys:
Within the Settings menu, locate and click on the "API keys" option.

4. Create Private API:
On the API keys page, click the button labeled "Create Private API."

5. Provide API Details:
Fill in the required information for the API:
Enter a name for your API key
Choose the option to "Grant application full access for every API scope."

6. Confirm Creation:
After filling out the necessary details, click the "Create" button located on the upper right side of the screen.

7. Copy API Key:
Once the API key is created, make sure to copy it. This key will be necessary for integrating Klaviyo with other platforms.

Chat

AI Chat

The AI Chat feature is accessible 24/7 within the Pencila application, meticulously calibrated to assist you with navigating and utilizing the platform effectively. Whether you're seeking guidance on using specific features or require assistance with tasks within the Pencila application, our AI chat is here to provide accurate instructions and support.

Social Chat

Social Chats Support Documentation
Overview of Social Chats
Welcome to Social Chats – your integrated platform for managing
conversations across Facebook, Instagram, Twitter-X, and LinkedIn.
This guide will help you navigate and utilize the Social Chats
interface to streamline your social media interactions.

Features:
1. Centralized inbox for social media messages and comments.
2. Easy reply and management of conversations.
3. Filters for viewing messages from selected social media platforms.
4. Quick search functionality to find conversations.
5. Tabbed view for all, unread, and closed conversations.

Conversation Panel Chat Window

Getting Started:
Verifying Your Social Media Connections:
1. To start using Social Chats, link your social media accounts first
2. Click on the social media icon corresponding to your account. If
the icon is highlighted, it confirms that you are linked to that
platform.
3. If you have not yet connected your accounts, please refer to the

Social Media Platform Connection Guide.
Filters
Tailor your inbox view by using filters. Select between private
messages and comments or filter conversations by social media
Platform.

How to Use Filters:
1. Click on the 'Private messages' or 'Comments' tabs to filter the type
of interactions you see.
2. Use the social media icons to filter messages by platform.

Filter by Social-Media
Filter by Private Messages and Comments
Conversation Tabs
You can further organize your inbox with the 'All', 'Unread', and
'Closed' tabs.

Closing a Conversation
Once you're done with a conversation, you can close it to keep your
inbox organized.
Steps to Close a Conversation:
1. Open the conversation you wish to close.
2. Click on the tick mark icon at the bottom of the conversation.
3. Click on the ‘Sure’ button and the conversation will be moved to the
'Closed' tab.

Troubleshooting and Support
Encounter an issue? Here are some common problems and their
solutions:
1. Unable to see messages from a linked account:
→ Make sure that the account is properly linked and authorized.
2. Messages aren't updating.
→ Refresh the page or check your internet connection.
For more help, contact our support team at support@pencila.com.

Pencila Customer Admin area

Pencila Customer Admin Area
The Customer Admin area of the Pencila application is accessed via the icon from the bottom left corner of the application window.
 

In this area, administration functions of the Pencila account can be accessed.  From the top screen, selection allows:

  • Logout
  • Settings

     

Selection of the Settings allows:

  • General
  • Linked Social
  • Billing

     

Under the General tab, there are three sections pertaining to the account: General, Account Information, and Plan Information. The General area shows:

  • Account Name
  • Email Address
  • Time Zone
  • Country
  • Company Website

     

The Account Info area shows

  • Account Name
  • Company Website
  • Timezone
  • Country

     

The Plan Information area is shown in the upper section:

  • Current Plan type
  • The start date of the current plan
  • The end date of the current plan
  • Status of the current plan

 

The Plan Information area in the lower section allows for the cancellation of the account’s current subscription by clicking on the “Cancel” button.

Please note: before canceling any subscription, please ensure that you have backed up any information that you feel is valuable. Once a subscription is canceled, the data contained in the subscription cannot be recovered. Please be certain, and prepared, when deleting a subscription that any information wished to be retained is already secured before completing the subscription cancellation process.

If the subscription type is “Trial,” the subscription will end immediately upon completion of the cancellation process. As Trial accounts are always for free, there is no refund from this type of account.

If the subscription type is “{XXX},” the subscription will end immediately on the date the subscription was due to be billed.  There are no refunds for any unused time on the subscription.

Terms & Conditions

Terms and Conditions:

• limit liabilities and responsibilities

• No refunds except in extenuating circumstances

• No backup supplied

• Not responsible for content posted

• Etc

===========================================================================

Software terms and conditions, often referred to as End User License Agreements (EULAs) or Software License Agreements, are legal agreements between the software developer or vendor and the end user. These agreements outline the terms and conditions under which the user is allowed to use the software. Here are some common elements found in software terms and conditions:

1. License Grant: Describes the type of license the user is granted (e.g., a single-user license, multi-user license, subscription, etc.) and the rights associated with that license.

2. Scope of Use: Defines how the software can and cannot be used. It may include restrictions on the number of installations, types of devices, or the number of users.

3. Restrictions: Specifies actions or uses that are prohibited, such as reverse engineering, decompiling, or distributing the software without permission.

4. Ownership: Clarifies that the software is the intellectual property of the developer or vendor and that the user does not own the software but is granted a license to use it.

5. Term and Termination: States the duration of the license and conditions under which it can be terminated, including reasons for termination and the consequences.

6. Updates and Upgrades: Describes the user's entitlement to updates and upgrades, and under what conditions they are provided.

7. Support and Maintenance: Outlines the level of support and maintenance the user can expect, if any, and the responsibilities of both parties.

8. Warranty Disclaimer: States that the software is provided "as is" and disclaims any warranties, either expressed or implied, including fitness for a particular purpose.

9. Limitation of Liability: Limits the liability of the developer or vendor for any damages arising from the use or inability to use the software.

10. Governing Law and Jurisdiction: Specifies the jurisdiction and laws that will govern the agreement in case of disputes.

11. Privacy Policy: If the software involves the collection of user data, the terms and conditions may reference a separate privacy policy detailing how user data is handled.

Users are typically required to accept these terms and conditions before installing or using the software. It's essential for users to read and understand these terms before agreeing to them, as they form a legally binding contract.

Editing a product in Pencila

1. Access the Gallery:
Locate the Gallery icon on the lower left side of your screen.

2. Select the Product:
Inside the Gallery, choose the product you want to edit.

3. Initiate Editing:
Click the Edit icon located beside the product name.

4. Make Changes:
Edit the product details as needed.

5. Save Changes:
Once you're done editing, you can simply press the X icon located at the upper right of the screen.


Your changes will be automatically saved.

Adding a product in Pencila

Auto Mode: The AI automatically creates a caption for your product based on the provided link.

  1. Access Gallery by clicking the icon located on the lower left side of the screen.
  2. Initiate a New Product by clicking the +New Product icon.
  3. Select Product Type: Choose between adding a product, service, or collection.
  4. Input Product Details: Enter the product name and its website link.
  5. Upload Images: Upload at least 3 images of the product.
  6. Save: Click the 'Save' button.

Manual Mode: The AI generates a caption for your product based on the benefits that you provide.

  1. Access Gallery by clicking the icon located on the lower left side of the screen.
  2. Initiate a New Product by clicking the +New Product icon.
  3. Select Product Type: Choose between adding a product, service, or collection.
  4. Enter Product Details: Enter the product or service name.
  5. Highlight Benefits: Utilize additional options to emphasize all the benefits and importance of your product or service.
  6. Save: Click the 'Save' button.

Uploading Images and Videos in Pencila

  1. Access the Gallery:
    • Locate the Gallery icon on the lower left side of the screen.
  2. Select Product:
    • Inside the Gallery, you'll see all of your products.
    • Choose the product to which you want to upload images or videos.
  3. Choose Upload Type:
    • Once you've selected the product, you'll have the option to upload Photos, Videos, or sliders.
  4. Upload Media:
    • You can drag and drop files directly into the designated area or click the Image icon to select files from your drive.

Deleting the Images and Videos in a Product

  1. Go to the Gallery, which is located on the lower left of the screen.
  2. Inside the Gallery, you'll find a list of all your products on the left side.
  3. Select the product from which you want to delete images or videos.
  4. Within the selected product, you'll see all the images and videos you've uploaded.
  5. Each image and video will have an X icon located on the top right side.
  6. Click on the X icon of the image or video you want to delete.
  7. A confirmation prompt will appear.
  8. Press the "Delete" button to confirm the deletion.

Calendar

Pencila Calendar 
 

Introduction

Welcome to the documentation for the Pencila Calendar! This article will help you browse and use the calendar feature in Pencila, making it easier to manage your scheduled posts.

Accessing the Calendar:
The Pencila Calendar is conveniently located in the lower-left corner of your screen. Look for the calendar icon, and clicking on it will grant you access to the calendar interface.
 

Calendar Interface:

   1. Date Display:

  • Upon entering the calendar, you will find a clear display of the current date. The date serves as a reference point for scheduling and viewing your posts

    2. Viewing Options:
    You have the flexibility to toggle between different viewing options to cater to your preference and scheduling needs:
    Month View: Provides a broader overview of your scheduled posts for the entire month.
    Week View: Offers a more detailed look at your weekly schedule.
    Day View: Focuses on the schedule for a particular day.
    Choose the view that suits your planning style by simply clicking on the corresponding tab.

    3. Scheduled Posts:
    All your scheduled posts are neatly organized within the calendar. Each post is represented on its respective date, making it easy to track your content schedule.

    4. Detailed Post Information:
    Clicking on a scheduled post within the calendar will open a detailed view. Here, you can access additional information about the post, including the content, time, and any other relevant details. This feature allows you to manage and review your scheduled content efficiently.