📅 Social Planner Help Guide

Welcome to the Social Planner—your central hub for creating, managing, and scheduling social media content across your connected accounts.

🔗 Connected Accounts Overview

After connecting your social accounts, you’ll see:

• Connected Socials Overview

• Total Number of Posts

• Posts per Day (scheduled across accounts)

📊 Account Stats

Track performance and planning for each social account:

• View each connected social platform

• See how many posts are scheduled and already posted

🧭 Navigating the Planner Tabs

Below your overview, you’ll find several key tabs:

• Recent Posts: Shows your most recently scheduled or published posts.

• All Posts: Combines scheduled, published, failed, and drafted posts.

• Scheduled: Displays all posts that are set to publish in the future.

• Failed: Posts that did not successfully publish.

• Drafts: Posts you've started but haven’t scheduled yet.

• Approvals: Posts that require approval before publishing.

• CSV Upload: Upload a pre-built post schedule via CSV file.

• Recurring Posts: Manage posts set to repeat automatically.

• RSS Posts: Automate content from connected RSS feeds.

🗓 Using the Open Planner

Click Open Planner at the top of the screen to access a visual calendar view.

• Choose Week View or Month View

• Hover over any future date to see a ➕ plus icon

  • Click it to begin creating a new social post

🔍 Filtering & Settings

Located on the far right of your screen:

• Filter posts by:

  • Creator (who created or scheduled the post)

  • Approver (who needs to approve it)

  • Category

  • Status

Use these filters to quickly organize and view posts according to your workflow needs.

⚙️ Settings Overview

📱 Social Accounts

• View Active and Expired connected accounts

• See validity duration for each connection

• Reconnect expired accounts when needed

• Connect new social platforms

• Accounts are grouped by platform (e.g., Facebook, Instagram, LinkedIn)

🔔 Notifications

Set up internal alerts for your team:

• Notify on:

  • Expired social connections

  • Rejected posts

  • Failed posts

• Enable/disable individual notifications

• Customize email templates and notification preferences

🗂 Categories

Organize posts by topic or type:

1. Click Add Category

2. Name your category

3. Color code it for easy visual reference
   (e.g., Blue for Promotions, Red for Holidays)

💧 Watermark Settings

Protect your content with custom watermarks:

• Click Add Watermark

• Upload your logo or branding image

• Apply to images in your posts to maintain brand attribution

✅ Wrapping Up

Click Back to return to the main planner view at any time.

The Social Planner is your powerful tool to automate and scale your social media strategy across platforms.