Scheduling a Post in the Social Planner
📆 Scheduling a Post in the Social Planner
Welcome to the Social Planner posting workflow! This guide walks you through how to create and schedule a social media post across multiple connected platforms.
🚀 Getting Started
Go to Marketing from the left-hand navigation panel.
Click on Social Planner.
In the upper right-hand corner, click New Post → Select Create New Post.
💡 You can also create new posts from several other tabs at the bottom of the Social Planner interface, but we’ll focus on the New Post button for now.
📝 The Post Scheduler Interface
After clicking Create New Post, you’ll be taken to the Social Post Scheduling screen.
Step 1: Select Accounts
Choose the social platforms you want to post to.
You can select multiple accounts (e.g., Facebook, LinkedIn, X, TikTok, Pinterest).
⚠️ Each platform has its own limitations. Some content types (like Reels or Stories) may only be available if you post to one platform at a time.
👀 Preview Panel & Post Options
On the right-hand side, you’ll see previews for each platform (Facebook, LinkedIn, X, etc.).
On the left-hand side, you’ll configure the post content.
🧩 Post Type
Choose between Post, Story, or Reel.
Note: Stories and Reels are only available when posting to supported platforms individually (e.g., Instagram).
🎯 Customize for Each Channel (Optional)
You’ll see a toggle for Customize for Each Channel:
OFF (default): The same content posts to all selected platforms.
ON: Allows you to create platform-specific content (e.g., different captions, images, hashtags).
📎 Upload Content
In the Content section:
Add text, hashtags, location tags, or use Content AI to help generate text.
Tag accounts (if supported by the platform).
Upload:
Image via 📷 icon (from library or AI-generated)
Video via 🎥 icon
Example: Use AI to generate an image of a "dreamlike apple," then upload it.
🛠 Platform-Specific Settings
Depending on the platforms selected, you may see additional options:
TikTok: Requires a video file; allows specific actions and disclosure settings.
Pinterest: Add a Title, Link, and Board.
Follow-Up Comment: Available only on platforms that support this.
🗂 Advanced Options
Category/Tag: Organize and filter posts within the Social Planner (e.g., “Holiday” category).
Helps with internal team collaboration and filtering.
📋 Final Steps & Posting Options
At the bottom of the page, you’ll find multiple actions:
💾 Save for Later
Saves your post as a draft to return to later.
📤 Post Options
Click the Post button or the dropdown arrow for more choices:
Post Now: Immediately publishes to selected platforms.
Schedule Post:
Choose a future date and time
Review content previews by platform
Send for Approval:
Assign an approver and leave optional notes
If approved before the scheduled time, it will auto-post
Schedule Recurring Post:
Repeat a post on selected intervals (e.g., every holiday)
⚠️ Any posting errors (e.g., TikTok requires a video) will be shown below the editor. Make necessary adjustments before scheduling.
✅ Posting Best Practices
Always preview your content per platform
Use correct image/video sizes for each platform
Consider customizing by platform for better engagement
