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Social Planner - Overview

In this article, we're going to look at how you can use Social Planner to make posts for your social media feeds.

Danni Harris avatar
Written by Danni Harris
Updated over 4 months ago

Social Media Posting - Overview

In this particular section, you have the capability to oversee your various social media platforms, enabling you to publish content on Facebook, Instagram, and even Google My Business!

Additionally, you can efficiently manage your posting schedule by utilizing the calendar feature, which provides you with a comprehensive weekly and/or monthly overview of your planned posts across all channels. This ensures a well-organised and consistent social media presence for your brand.

Depending on your user permissions, you may not have access to all of the components.

Social planner overview

Social planner overview

List Of Connected Accounts

Once you have finished connecting your accounts, you'll be ready to start posting! To keep track of each one, you can find them listed in the three sections on the left side of the page. These three sections include a dropdown menu where you can toggle on and off social media channels, a connected socials counter box, and the accounts stats table. This allows for easy navigation and tailoring of content to reach more potential audiences.

List of connected accounts

List of connected accounts

Add and Remove Accounts

If you want to make changes to the social media accounts associated with your page, it's quick and easy. Just click the settings icon located in the top right of the page. From there, you'll be able to add as many accounts as needed or remove ones that are already linked. Whether you want to delete old ones or join new networks, the control rests at your fingertips. With just a few simple clicks on the settings icon, you can easily update your connected social media accounts.

Click on the Social Planner settings button

Click on the Social Planner settings button

Post Schedule & Planner

When you're ready to start scheduling your posts, click the 'Open Planner' button. With this button, a calendar view will appear on your screen. Here you can assign social media posts to their respective days of the week or month and ensure they’re ready to be published onto your page or group.

Open planner to schedule post on calendar

Open planner to schedule post on calendar

Social Planner Settings

To manage the social Planner settings, click on the "Gear" button to make edits. Once you click on the Gear button, it directs you to the settings page where you can manage your social accounts and notifications.

Click on the Social Planner settings button

Click on the Social Planner settings button

view all created accounts

Social Account

Connect New Accounts

If you want to connect more accounts select the Connect Social blue button.

Account Tables

You can see the Name of the accounts, the publish as, token, account type, and the action.

If you want to delete any of your social media accounts, click on the delete button which shows the Delete confirmation page. Be sure that you truly want to delete it, because this action cannot be undone.

View account tables

Notification

Set up email alerts for post approvals, failures or account expirations

Setup Email Notifications for Expired Social Media Accounts

You can set up email notifications for expired Social Media accounts by selecting the user(s) who should receive email notifications when a social account connection has expired, then also choose how often they receive the notification. Click on the "Save Changes" to save your update!

You can set up email notifications that can alert the team prior to the tokens expiring so that they are ready to reconnect the social channels. As well as a setting a notification for when the token has expired and action is need immediately to reconnect.

Setup email notification

Setup Email Template for Social Post Approval

You can choose the default email template you want the user(s) to get after reviewing and approving their social post, requesting approval for a post, rejecting a post and a failed post notification.

Setup email template

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