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Social Planner - Advanced Options
Social Planner - Advanced Options

Advanced options in the social planner allow you to group and sort your content using categories and tags. Here's how to use these and why.

Hannah McKernon avatar
Written by Hannah McKernon
Updated over a week ago

What are the Advanced Options

On any post in the Social Planner, you have two Advanced Options you can use:

  • The "Choose Category" feature allows you to categorise and colour code your social media posts based on different themes, topics, or types of content. This means you can clearly see the different categories in your planner, and helps you review and plan your posts effectively. You can only add one category to a post, so this feature allows you to group content into different categories that are relevant to your business. These might be the type of content, eg Product Promotion, Blog, Webinar, National Days, Videos, Infographics, etc.

  • The “Tags” option allows you to tag and group content, and you can add multiple tags to a post. So this allows you to create sub categories for content and enables you to sort content in multiple ways. These tags can cover anything you may wish to sort content into, for example Evergreen Content, Lead Gen.

You can filter based upon categories and tags in your Maybe* Social Planner.

How to use the Advanced Options

When you create a new post or edit a post, you will see Advanced options near the bottom. Click the arrow and the options will drop down.

Categories

  • To add a new category click on the + icon under “Choose Category”, type in the name of the new category and select the desired colour for this, then click Add.

  • To add a post to an existing category, click the downwards pointing arrow under “Choose Category” and select the category;

Tags

  • Click into the box under Tags and start typing the tag. If there is an existing tag for this, it will appear. If not you can add a new tag by clicking + (Create new tag);

Filtering Content

  • In your Social Planner, you can filter content in a number of ways. If you click the filter icon top right and scroll to the bottom. you will see your categories and tags and can filter the content you see in the planner based on these.

  • You can select which categories or tags you wish to see from the options that appear;

Benefits of using categories and tags

Categorising and tagging your content has many benefits, including:

  • Better Content Diversity: categorising helps you achieve a diverse and balanced content mix. By visually organising content, you can easily identify any over-reliance on one type of content and adjust your strategy. This keeps your audience engaged and caters to different preferences and consumption habits. It also aligns content with overarching your business goals and marketing strategies, for example product launches, awareness campaigns or customer testimonials.

  • Improved Content Analysis: categories also provide valuable insights into what types of content resonate most with your audience, so you can build this into your strategy.

  • Increased Flexibility and Adaptability: A well-organised content calendar offers greater flexibility to adapt to changing circumstances. If an unexpected event or trend emerges, you can quickly identify which categories can be adjusted or expanded to address the situation, ensuring the content remains relevant and timely. Plus categorising content makes it easy to identify content to repurpose - for example, you may want to reuse content for days and events that repeat, eg Christmas content or posts about national days. Or, for example, a well-performing blog post categorised under "Evergreen Content" can be identified and transformed into a series of posts, an infographic, or a webinar. This reuse of content maximises the value of each piece created and extends its lifecycle.

  • Cost Efficiency: Creating high-quality content requires time, effort, and resources. By making it easy to identify content for repurposing, categorisation can lead to significant cost savings. Instead of constantly producing content from scratch, you can revitalise existing content, ensuring a steady stream of material with a fraction of the original production costs.

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