Social Planner

Editing Images in Social Planner

The Social Planner’s built-in image editor offers sophisticated tools designed to help you enhance your social media content. This editor provides a wide range of customization options, allowing you to craft visuals that suit various platforms. Let's walk through the features to assist your content creation. Accessing the Social Planner Start by navigating to the "Marketing" section on the left sidebar, and then select the Social Planner. You can create a new post either from scratch, using the template library, or by uploading a CSV file. After selecting your post and its content, locate the small image thumbnail at the bottom left. Click on it, and an option to edit the image will appear. Image Editing Features Undo & Redo If you make an edit that you don't like, simply use the undo or redo buttons, located at the top right of the editor. Cropping Tools The first available editing option is cropping. You can choose a custom crop or preset dimensions for platforms like Instagram, Facebook, X (formerly Twitter), and LinkedIn. Additionally, at the bottom of the crop section, you can flip the image horizontally or vertically, rotate it clockwise or counterclockwise, and apply these adjustments when you're satisfied. Filters In the Filters tab, you'll find five different categories of filters. Clicking on each category will reveal a dropdown menu with preview options for the filters you can apply. Image Adjustments The Adjustments tab allows you to fine-tune your image’s brightness, contrast, saturation, and even apply a blur effect by sliding the adjustment bars. Adding Text To include text in your image, go to the Text tab, click on "+ New Text," and a new text box will appear. Double-click on this text box to customize it by choosing font style, size, alignment, color, background color, and even line spacing. Stickers In the Stickers section, you can adjust the sticker’s opacity and color. Selecting a sticker category opens a dropdown menu showing the available stickers you can use. Brush Tool The Brush tool allows you to draw on your image by adjusting the brush size, hardness, and color. Final Steps Be sure to save your work after editing! The Social Planner’s image editor provides diverse tools to enhance your visuals, whether through text, stickers, or image adjustments. These features can help elevate your social media presence across any platform. For more tips on using the Social Planner, check out our other guides. Stay tuned for updates on new features like overlays and frames!

Seamless Post Scheduling with RSS Integration in Social Planner

Introduction: Social Planner has introduced an innovative feature that simplifies post scheduling by integrating RSS (Really Simple Syndication) URLs. This tool allows you to automate content sharing, keeping your social media accounts updated without manual effort. Advantages of Using RSS for Social Media: Curating Content Efficiently: RSS feeds compile content from numerous sources into one stream, making it easy to discover and share engaging content with your audience. Automated Content Posting: You can automate posts by linking RSS feeds to your social media accounts, ensuring a steady flow of content without constantly managing updates. Stay Current with Industry News: Subscribe to blogs and industry-related websites through RSS to stay informed about the latest trends, which helps in creating timely and relevant posts. Reduce Information Overload: RSS simplifies content management by bringing all updates from various websites into one central place, helping you stay organized. Share User-Generated Content: RSS can track user-generated content on community forums, making it easy to repost or promote material from your audience. Consistent Posting Schedule: By using RSS feeds with scheduling tools, you can maintain a steady posting frequency, even when you're busy. Locating RSS Feeds: While some sites may no longer prominently feature RSS links, they are still accessible through the following methods: WordPress Sites: Add "/feed" to the URL (e.g., https://example.com/feed). Other Platforms: For Tumblr, add "/rss" at the end of the URL. On Blogger, append "feeds/posts/default." For Medium publications, place "/feed/" before the publication’s name. YouTube Channels: Use an RSS reader to paste the channel’s URL or locate an OPML file with your subscriptions. View Source Code: Right-click on a webpage, select "View Page Source," and search for "rss" or "atom" to find the RSS URL. Creating Posts Using an RSS Feed: 1. Navigate to Social Planner: Go to the Marketing section and open the Social Planner tool.  2. Create a New Post: Select "New Post" and then click on the "RSS Post" option. 3. Input the RSS Feed URL: Add the RSS feed URL (as described in the section on finding RSS feeds).  4. Choose Social Platforms: Select which social media platforms you'd like the content to be posted to.   Note: Twitter integration is currently unavailable due to API restrictions. 5. Customize Your Post: Add any additional text, hashtags, or links in the "End With" section.  6. Set Posting Frequency: Choose how often the RSS feed should update (from every 5 minutes to once per day).  7. Specify Post Volume: Set the number of posts to be generated at once, ranging from 1 to 5.   By integrating RSS into your social media strategy, you can streamline content sharing, maintain a consistent schedule, and save time.

Posting Reviews on Social Media

Introduction Before automating the process of sharing customer reviews on social media, it's essential to confirm that your social media accounts are correctly connected to your CRM. This setup serves as the foundation for smooth and efficient sharing of reviews on your platforms. Initial Setup 1. Access the "Marketing" section within your CRM dashboard and select "Social Planner." 2. If your social media accounts (e.g., Facebook, Instagram, Google My Business) aren’t linked, click "Add Account" and follow the steps to connect them. Automating Review Posts Once your social media profiles are linked, you can begin setting up automated posts to share customer reviews directly on your platforms. How to Set It Up: 1. In the "Social Planner" section, click "New Post" and choose "Post Reviews." 2. Select the review source, with both Google and Facebook being recommended for a comprehensive showcase of your reviews. 3. Filter reviews by star ratings—focusing on five-star reviews to feature the most positive feedback. 4. Choose which social media profiles will share the reviews. 5. Set the posting frequency (e.g., one review per day) and select the best times to post, based on your audience's activity. 6. Pick a background image from the available templates that fits your brand identity. 7. Once everything is in place, click "Create Post" to enable the automation. 2. Managing Automated Posts After the automation is live, it's easy to manage your posts by editing, deleting, or pausing them as needed. Steps for Managing: 1. Within the "Social Planner," you can monitor the status of your automated posts. 2. Use the available options to modify any settings or stop the automation temporarily if required. Common Issues and Solutions Q: What if my social media profiles won’t link? A: Double-check that you're using the correct login information and have granted the necessary permissions. If problems continue, consult your CRM’s support documentation or reach out to customer support. Q: Can I customize the templates used for review posts? A: While the CRM offers a variety of templates, customization options may be limited. Browse through the available templates to find the one that best fits your brand.

Maximizing Social Media Engagement with Recurring Posts

In this guide, you'll discover how to schedule posts to recur on a daily, weekly, monthly, or yearly basis. Recurring posts are an efficient way to keep your social media feeds active with evergreen content, simplifying your content management process across various platforms. This feature allows you to create AI-generated content, set custom scheduling preferences, and edit both primary and secondary posts. By using this tool, you can enhance your content strategy, but remember to consider platform-specific guidelines, such as Twitter's rules regarding repetitive posts. Key Features Overview: Flexible Scheduling Options: You can set up posts to recur at any interval, whether it's daily, weekly, monthly, or yearly. Adjust the schedule based on specific days, time frames, or particular hours that suit your content plan. AI-Powered Content Creation: Leverage AI to quickly create engaging content that fits your brand, helping you maintain a consistent online presence without extensive manual effort. Parent-Child Post Editing: Effortlessly edit both the original (parent) and all subsequent (child) posts. Any modifications made to the parent post will automatically apply to all child posts, making updates easy. Recurring Posts Management Tab: Access the dedicated tab to adjust the parent post’s time and date settings, which will then affect all related recurring posts. Individual Post Adjustments: Each post scheduled through this feature appears separately, allowing you to tweak each one individually without affecting the rest. Platform-Specific Considerations: Keep in mind the content policies of each platform, particularly Twitter, which may flag highly repetitive posts. Long-Term Strategy Development: Recurring posts help you craft a long-term content plan, ensuring your brand remains visible without constant manual scheduling. Media Integration: Enhance your posts by incorporating images or other media, either from your own library or generated through image AI. Content Tracking and Control: Monitor and manage all your recurring posts through an intuitive interface that provides full control over your posting schedule. Usage Scenarios: Seasonal Promotions: Schedule recurring content for events like holiday sales, seasonal promotions, or special campaigns that occur throughout the year. Daily Motivational Posts: Engage followers with daily motivational quotes or insights that align with your brand’s message. Weekly Educational Content: Share weekly tips, tutorials, or industry news to establish your brand as an expert in your field. Celebrating Recurring Events: Mark special occasions like birthdays, anniversaries, or national holidays with scheduled posts to add a personal touch to your brand. Monthly Product Highlights: Use recurring posts to showcase different products each month, educating your audience on key features and benefits. Repurposing Content: Share valuable content from your library on a recurring basis, ensuring that new followers or those who missed it previously can benefit. Reinforcing Key Messages: Ensure your brand’s core messaging is seen throughout the year with recurring reminders or campaigns. Event Reminders: Set up automated posts to remind followers about regular events, such as webinars, product launches, or community meetups. Global Audience Reach: Schedule posts at times optimal for different time zones to maximize engagement from a worldwide audience. Compliance and Announcements: Use recurring posts for compliance updates, ensuring important information is shared at set intervals. Historical Events: Share notable historical moments or company milestones on their respective dates to engage followers with educational content. Steps to Use Recurring Posts: 1. Navigate to Marketing > Social Planner.  2. Create a New Post by clicking the "Create New Post" button and selecting the desired social media platform.  3. Select the Recurring Post option.  4. Choose your desired frequency (daily, weekly, monthly, or yearly) and customize your scheduling preferences.  5. Schedule your recurring post based on the selected settings.  6. Use the Recurring Posts Tab to edit or update the parent post and adjust all related child posts.   Key Considerations: Content Variety: To avoid being flagged as spam (especially on Twitter), vary your content regularly. Review and Update: Periodically review your recurring posts to ensure they remain relevant and up-to-date. Engagement Monitoring: Keep track of audience interactions with your posts and respond to feedback to maximize engagement. Platform Policies: Always adhere to the specific guidelines of each platform regarding automated and recurring posts. Rich Media: Use images, GIFs, and videos to make your recurring posts more visually engaging. Global Time Zones: Consider scheduling posts according to different time zones to reach international audiences effectively. Backup and Archiving: Always maintain a backup of your content in case of accidental loss or platform issues. Performance Tracking: Regularly evaluate how your recurring posts are performing to inform future adjustments to your strategy. Balance Automation: Avoid over-automating your social feed to maintain a balance between scheduled and real-time engagement. This structured approach to recurring posts ensures your brand remains visible and relevant without requiring constant manual input.

Maximizing Your Instagram Story Approach

Take your Instagram storytelling to the next level by utilizing the advanced Instagram Story Post Composer within Social Planner. This tool enables you to effortlessly design, schedule, and manage Instagram stories, boosting your marketing initiatives, improving audience interaction, and showcasing your brand effectively. What is the Instagram Story Post Composer? The Instagram Story Post Composer is a specialized feature in Social Planner, designed for Instagram Professional accounts. It helps users efficiently organize and plan their Instagram stories as part of their broader digital marketing strategies. Serving as a central platform, it allows you to craft and schedule captivating Instagram stories straight from Social Planner. Whether you're posting instantly or organizing content for the future, this tool gives you the flexibility to enhance your storytelling. Key Highlights: Media Upload Capability: Add up to 10 images or videos in each story, providing diversity and creativity to your narrative. Technical Guidelines: Keep image sizes below 8 MB and video lengths under 60 seconds for optimal performance. Drafting Tool: Save unfinished stories as drafts, a handy feature for businesses aiming to maintain a consistent content schedule. Practical Applications: Product Introductions: Schedule Instagram stories to align with a new product launch, ensuring your content goes live at the right moment. Event Marketing: Build anticipation for an event by planning a countdown series, keeping your followers informed. Content Regularity: During busy times, pre-schedule stories to maintain a steady posting routine. Time Zone Targeting: Maximize engagement by scheduling stories for different time zones, reaching a global audience. Flash Sales: Promote limited-time offers by scheduling stories that highlight the start and end of your sale. Saving Concepts: Use the draft feature to store and refine your story ideas before publishing. How to Use the Tool: Before Getting Started: Ensure that your Instagram Professional account is linked, as this feature is exclusive to these accounts. Also, upload your media (images and videos) to the Media Library. Creating an Instagram Story: 1. Go to the "Marketing" section. 2. Open the Social Planner. 3. Select "Create New Post." Choosing Your Social Account: Click "Select a social account" under the "Post to" section. Pick your Instagram Professional account. Specifying Content Type: Under "Content Type," select "Story." Uploading Media: Click "Upload media" to add up to 10 photos or videos to your story. Scheduling and Drafting: Click the arrow next to "Post" to select when your story will go live or to send it for approval. Adjust the timing to fit your posting strategy. Save for Later: Choose "Save for Later" to save your post as a draft, allowing you to revisit it when needed.

Posting Instagram Reels Success Guide with The Social Planner

Take your social media strategy to the next level with The Social Planner's comprehensive guide to mastering Instagram Reels. This powerful tool allows you to create captivating short videos, increasing your brand’s visibility and audience engagement. Let’s explore how Instagram Reels can open new doors for your marketing efforts! Key Benefits: Expand Your Reach: Gain more exposure by having your Reels appear on Instagram's Explore page. This gives users who don't already follow you the chance to discover your content, growing your follower base and boosting brand awareness. Unleash Creativity: Experiment with Instagram's diverse range of effects, filters, and editing tools to craft visually stunning videos. The Social Planner helps you use these tools to create content that stands out and resonates with your audience. Increase Discoverability: Instagram's algorithm recommends Reels based on user interests and activity. Consistently posting high-quality Reels increases the likelihood that your content will be shown to a broader audience, expanding your potential reach. Promote Your Business: Reels provide an opportunity to humanize your brand by sharing relatable and personal content. Use this format to strengthen your connection with your audience, making your brand more approachable. Quick, Engaging Content: Take advantage of the trend toward short-form video content to deliver easily digestible and engaging material that matches today’s fast-paced digital landscape. How to Create an Instagram Reel Using The Social Planner: Step 1: Navigate to the "Marketing" tab, then click on "Social Planner" and choose "New Post." Step 2: Select your Instagram Professional account under the "Publish" section, as Reels are only available for professional profiles. Step 3: Choose "Reels" as the type of content you want to create for Instagram. Step 4: Upload up to 10 photos or videos to start creating your Reel. Step 5: Once you’re done, choose to either "Post Now" or "Schedule for Later." You can also save your Reel as a draft to edit later. Any scheduled Reels will appear under the "Schedule Posts" tab. Instagram Reels Specifications: File Size: Video up to 1GB, thumbnail up to 8MB Aspect Ratio: 9:16 (recommended) Duration: Minimum of 3 seconds, maximum of 15 minutes File Formats: MOV or MP4 With these insights, you’re ready to harness Instagram Reels to drive engagement and increase your brand’s reach. Get creative, experiment with the tools available, and watch your social media presence grow!

Creating and Posting Facebook Reels

Facebook Reels, short-form videos with a duration of up to 90 seconds, offer a great way to expand your reach. Like TikTok and Instagram Reels, they are visible to users beyond your follower base, increasing brand awareness and encouraging interaction with your content, products, or services. You can also streamline your Reels posting with your Social Media Manager for a more cohesive strategy. Creating a New Post To begin a new post, click on the “New Post” button in the upper-right corner of your screen. From there, choose "Create New Post." You can also access this option from a link at the bottom of your posts list. Next, select Facebook as the platform where you'd like to post your content. Choose "Reel" as your post type, then add your caption and hashtags. You also have the option to use an AI tool (indicated by a robot icon) to assist with content creation. It's a good idea to keep your caption brief, as it will appear directly under your video. To upload your video, click the camera icon, which opens your media library. From there, you can select a pre-existing video or upload a new one from your device. For automated engagement, you can set up a follow-up comment that will be posted automatically after your Reel goes live. Before posting, you can preview your content to ensure everything looks just right. Once you're satisfied with the post, click "Post." You’ll then see various options for managing your post's next steps. After selecting your preferred option, your Reel is ready to be published! Uploading Multiple Posts via CSV File If you have a batch of posts ready, you can upload them in bulk through a CSV file. This allows you to plan and schedule up to 90 posts at once. Start by clicking "New Post" and then selecting "Upload from CSV," which will bring you to the CSV upload page. For proper formatting, download a sample file by clicking on the “Download a sample file” link. CSV Formatting Requirements: Dates must follow the format YYYY-MM-DD HH:mm (24-hour format, e.g., 2025/05/23 20:15). The text field supports captions and hashtags. The link field accepts a single URL using an OG meta tag. The image and video fields allow multiple entries, separated by commas. Only one GIF is supported. After uploading your CSV file, you can select the appropriate social platforms for posting and assign an approver if needed. Once the CSV is processed, the posts will either be scheduled immediately or sent to an approver for review. Upon approval, they will be added to your social calendar. That’s it! You’ve now streamlined your posting schedule, helping your brand reach more people with consistent and organized content. Important Notes: Videos must be between 3 and 90 seconds in length and no larger than 1 GB. The video resolution should be 9:16, with a minimum of 540x960 pixels and a maximum of 1080x1920 pixels. Facebook Reels currently do not support custom thumbnails.

Posting in Facebook Groups as a Page Using Social Planner

To successfully publish posts in Facebook Groups as a Page through Social Planner, it’s essential to link your Facebook Groups properly. This guide will walk you through the process of connecting your Page to a Group and selecting the appropriate publisher for your posts. By doing this, your content will be posted under your Page’s identity, ensuring a professional appearance. How to Connect Your Page to a Group 1. Access Your Page: Start by navigating to your Facebook Feed, then find and click on "Pages" in the left-hand menu. Select the Page you wish to manage from the list. 2. Link Your Page to Groups: On your Page, click the "More" option and choose "Groups." This will direct you to a section where you can manage any linked groups. 3. Use the Link Group Button: Find and click the "Link Group" button to start connecting your Page to a Group. 4. Choose the Group to Link: A list of Groups that you belong to will appear. Choose the one you want to connect to your Page. 5. Confirm the Link: Click the "Link" button to finalize the connection. Note that you need to be an admin for both the Group and the Page you are linking. Selecting the Publisher in Social Planner 1. Go to Social Planner Settings: Log in to your Social Planner account. 2. Navigate to Facebook Accounts: In the Settings section, select "Facebook Accounts." 3. Choose the Publisher: In the "Publish as" column, you'll find a drop-down menu where you can choose whether to post as a Page or a profile. 4. Select Your Page: From the drop-down list, pick the Page you want to publish posts as in the Group. This ensures that any posts you schedule through Social Planner will appear under your Page’s name. If you don’t select a specific Publisher, Social Planner will default to using the profile associated with the Group. By following these steps, you'll be able to successfully connect your Facebook Page to a Group and set up the Publisher in Social Planner to post as your Page.

Steps to Share a YouTube Video or Short via the Social Planner

Consistently posting to YouTube is crucial for building and sustaining your audience. YouTube's algorithm rewards channels that maintain a regular presence. With the help of your Social Planner, you can streamline your content planning and enhance your brand’s visibility. Connecting Your YouTube Channel  Before proceeding, ensure that your YouTube account is connected. If not, you can link it by selecting the two triangle icons, and then click "Add Account." Next, click on the YouTube icon, which will open a login window where you can link your account. Creating a New Post  To begin a new post, click on the “New Post” button located in the upper right corner. Select “Create New Post,” or you can use the link found at the bottom of your post list. Choose YouTube as your social media platform. Type your caption and include any relevant hashtags. You can also use the AI tool (via the robot icon) to help generate content ideas. Feel free to format your text using bold or italics for added emphasis. To upload a video, click on the camera icon. This will lead you to your media library, where you can either select an existing video or upload a new one. Next, enter the title for your video and select the post type. Keep in mind that YouTube Shorts cannot exceed 60 seconds. You can also choose the privacy setting (Public, Private, or Unlisted). You can also set up an automated follow-up comment that will post after your video goes live. Before publishing, you can preview your post to ensure everything looks as intended. Once satisfied, click the "Post" button. You will then be prompted to choose your next step. After following these steps, your video will be ready for publishing. Uploading Posts via CSV  For those planning multiple posts, you can streamline the process by using a CSV file. This allows you to schedule up to 90 posts at once. Begin by clicking “New Post,” and select “Upload from CSV” to navigate to the upload page. If you're unsure of the formatting, click “Download a sample file” to get a template. Ensure your CSV file meets the following criteria: Date format: YYYY-MM-DD HH:mm (24-hour clock) The text field supports captions and hashtags Links should be provided as OG meta tags Multiple images/videos are accepted, separated by commas, with only one GIF allowed per post. Once the file is ready, click “Next” to select your social channels and assign an approver if needed. After importing the CSV and processing it, the posts will be reviewed by the selected approver. If no approver is designated, the posts will be directly scheduled. And that’s it! Your posting schedule will now be organized and consistent, helping to expand your audience and grow your presence. Key Notes: Video and shorts file size limit: 1GB Thumbnails: PNG or JPEG format, up to 2MB for verified users Shorts: Recommended aspect ratio is 9:16

Optimizing Social Media Marketing with Tailored Content

Introduction:  The "Customize for Each Post" feature revolutionizes social media marketing by enabling users to effortlessly tailor posts for various platforms. With this tool, marketers can navigate platform-specific requirements, such as character limitations, and seamlessly manage diverse campaigns through a single interface. This results in unparalleled flexibility and ease in crafting unique messages across different social media channels. Core Feature Overview: Cross-Platform Functionality: Marketers can select multiple platforms (Facebook, Twitter, LinkedIn, etc.) and customize posts based on each platform’s unique requirements, including character limits and formatting needs. Platform-Specific Content: Easily create unique content for each platform, adjusting for different character limits and styles, ensuring posts are optimized for the respective audiences. Content Customization Toggle: A simple toggle lets users switch between platform-specific posts or unified content across all selected channels, providing flexibility for diverse campaign strategies. AI-Assisted Content Creation: Utilize AI to generate up to 900 words, adjusting content to different sizes (small, medium, or large) depending on the social media platform, streamlining content creation. Scheduling and Management: Schedule posts for future publication, optimizing social media management and ensuring timely delivery of content across platforms. Time and Cost Efficiency: Reduce the effort and resources needed to create individual posts for each platform, while still achieving a cohesive and targeted marketing approach. Application Scenarios: 1. Product Launch Campaigns: Share a brief teaser on Twitter (280 characters) and provide more in-depth details on Facebook and LinkedIn (up to 5,000 characters). 2. Multi-Platform Promotional Efforts: Showcase visually compelling content on Instagram, while highlighting location-based offers and store experiences on Google My Business. 3. Crisis Management and PR: Craft an official statement on LinkedIn (up to 3,000 characters), provide real-time updates on Twitter, and engage community support through Facebook. 4. Content Repurposing for Engagement and SEO: Create tailored posts for LinkedIn with a professional tone, use a captivating teaser on Twitter, and share infographics on Instagram to enhance SEO and audience engagement. 5. Localized Campaigns: Customize posts for different regions on Facebook, taking into account cultural differences and language preferences for global brands. 6. Event Promotion: Share detailed information about event speakers on LinkedIn (up to 3,000 characters), provide quick updates on Twitter, and target local audiences on Google My Business. 7. Influencer and Brand Collaborations: Share tutorial videos on Instagram, offer behind-the-scenes insights on LinkedIn, and engage fans with interactive content on Twitter for influencer partnerships. How to Use This Feature: 1. Access the Marketing Section: Navigate to the "Marketing" tab from the sidebar menu and select the "Social Planner" option. 2. Create a New Post: Click on the "Create New Post" button to get started. 3. Enable Platform Customization: Select the social platforms you want to target (Facebook, Twitter, Instagram, LinkedIn, etc.). Activate the customization toggle for each channel to tailor your content. 4. Create Tailored Content: Write your content for each platform, ensuring adherence to character limits (e.g., 5,000 for Facebook, 280 for Twitter, 1,500 for Google My Business). 5. Add Visuals (Optional): Enhance your posts with images, videos, or multimedia content to boost engagement. 6. Use AI for Content Generation (Optional): Utilize AI to automatically generate content or resize it according to platform needs. 7. Schedule or Publish Immediately: You can either post the content immediately or schedule it for a later time. Review and confirm all content for accuracy and platform consistency. Important Note: When the customization toggle is off, the same content will be used across all platforms, and any customized drafts will be lost. This feature streamlines the process of managing multiple social platforms, ensuring each post is tailored for maximum impact while saving time and resources.

Publishing New Content or New Post

When you're ready to share a new post, simply click the "New Post" button located in the upper right corner of your dashboard. You can also access a "Create New Post" link at the bottom of your posts list. Get creative by adding formatted text, images, or even videos before you click the "Publish" button to make your post live! Creating a Social Post Click "Create New Post" to start drafting your social media content. Select Accounts to Post Choose the social media profiles or groups where you'd like to publish the content. Writing Your Post Type your content here, including any media, hashtags, or relevant details. Keep in mind that you're limited to 280 characters, so make them count! Google My Business (GMB) Options Choose options for Call to Action, Event, or Offer. You can also assign a button label for GMB posts. Post Preview Take a final look at your content before publishing it to make sure everything looks great. Saving Drafts If you're not ready to post, you can save your work as a draft and return to it later. Publishing Options After clicking the "Post" button, you have three choices for publishing your content: Post Now: Publish the post immediately to selected channels. Schedule Post: Set a future date and time for publishing. Send for Approval: Submit the post for review before it's published. To delete content, click the "Delete" button. A confirmation page will appear, and remember that deleted posts cannot be restored. Uploading Content from a CSV Click the "New Post" button, then choose "Upload from CSV" to upload your content. Ensure your CSV follows this format: Date: YYYY-MM-DD HH:mm (24-hour format supported) Text: Includes captions and hashtags Link: OG meta tag accepts one link Media: Multiple images or videos separated by commas; one GIF supported Maximum posts: 90 posts per CSV Assigning Approvers Once your CSV file is uploaded and you've selected the social media accounts, choose an approver to review the posts. After approval, your posts will be scheduled on the social calendar.

Linking Instagram Business Profile to Facebook Account

How to Link Your Instagram Business Profile to Your Facebook Account Simplify managing your Instagram Business Profile by linking it with your Facebook account. This connection makes posting more efficient and ensures LeadConnector receives the necessary permissions as required by Facebook’s policies. Prerequisites: Instagram Business Profile: Confirm that your Instagram account is set up as a Business profile. If not, follow instructions to switch from a Personal profile. Facebook Page Role: Verify that you have either Admin or Editor access to the Facebook Page you want to link. You can review your role by following Facebook’s guidelines on checking your Page role. Connecting Instagram Business Profile with a Facebook Page 1. Login to Facebook: Sign in and navigate to "Pages" from the top left corner of your screen. Select the Facebook Page you wish to link, then click on "Settings" in the left-hand menu.  2. Select Instagram Settings: In the settings section, find and select "Instagram." 3. Connect Instagram Account: Click on the option to "Connect Instagram Business account."  4. Log in to Instagram: Enter your Instagram Business profile credentials and complete the login process. 5. Success: Your Instagram Business profile is now linked to your Facebook account! Optional Step for Additional Integration: To expand the integration further, navigate to Marketing > Social Planner > Settings for more options to manage your Instagram Business Profile. Checking Your Instagram Profile Type: If you are unsure about what type of profile you have on Instagram, here’s how to check: 1. Open the Instagram app and go to your profile page. 2. Tap the profile menu (three horizontal lines) at the top right. 3. Go to "Settings," then select "Account." 4. Scroll to the bottom of the Account page. If you have a Personal Profile, you will see an option to "Switch to Professional Account." If you have a Creator Profile, options to switch to a Personal or Business account will be available. If you have a Business Profile, options to switch to a Personal or Creator account will be shown. By following these steps, you can easily identify the type of Instagram profile you are using.

Incorporating Location Tagging in a Social Media Post

Social media is an effective tool for boosting brand visibility and engagement, fostering organic interactions that can attract more customers. One strategy to expand your audience is by tagging a location in your posts, which not only enhances discoverability but also provides valuable insights into your followers, likes, and comments. Additionally, it helps draw in a local audience, bringing them closer to your business. To get started, you'll need to create a new post. Begin by clicking “New Post” at the top right corner of your screen, followed by selecting “Create New Post.” Alternatively, you can use the "Create New Post" link found at the bottom of your posts list.  Next, choose the social platforms where you want to share your post.  Compose your content as usual by typing your caption and hashtags, or use the AI assistant by clicking the robot icon for content suggestions. You can get creative by adding bold or italic text, and include media like photos or videos by clicking the camera or picture frame icon.  To tag a location, click on the pin icon. This allows you to select a place or location for your post. Note that this feature is available for Facebook and Instagram only.  A pop-up window will appear where you can search for your desired location. Once you find it, click "save" to attach it to your post. If you’re posting on multiple platforms, such as Facebook and Instagram, you’ll need to select a location for each platform individually.  After saving, the location will be visible in the post preview.  When you're satisfied with your post, click the "Post" button to proceed. You'll be given options for what to do next with your post. After completing the final step, your post will be published with the tagged location, enhancing its reach, increasing engagement, and targeting local audiences more effectively.

Steps to Insert a Watermark on an Image in the Social Planner

In the modern digital landscape, safeguarding your brand and its content on social media is essential. One practical method to achieve this is by incorporating watermarks into your images shared on social platforms. Why Use Watermarks? Adding a watermark to your social media images comes with several advantages: Brand Security: It helps protect your content from being shared without proper credit. Enhanced Brand Visibility: Watermarks serve as constant reminders of your brand, boosting recognition. Copyright Assurance: A watermark shows that the content is under your ownership. Uniform Brand Identity: It assists in building a consistent visual presence across multiple platforms. Step-by-Step Instructions for Adding Watermarks 1. Locating the Watermark Option: Open the social media planning tool by navigating to 'Marketing' from the left-hand menu, then click on 'Social Media Planner' at the top. Select the settings icon located on the right side to find the watermark feature. 2. Creating a Watermark: After clicking on “Watermark”, select "+ Add Watermark". Name your watermark and upload an image (ideal size is 200x200 pixels for clarity). Adjust the watermark's alignment (left, right, center, top, or bottom), and position it as needed. Modify the transparency to control how visible the watermark appears. Scale the watermark to ensure it fits appropriately on your images. Enable or disable the auto padding option, which sets the spacing between the watermark and the image edge. Once all adjustments are made, click "Create" to finalize and save your watermark. Key Considerations: This feature currently supports images only and is not available for video posts. The watermark will be applied to all connected social media accounts within the CRM. Troubleshooting and Common Questions My watermark isn't appearing on my post—what’s the issue? Make sure the watermark option is activated in the 'Advanced Options' of your post. Additionally, verify that the opacity and scale settings are correct. Can I use different watermarks for different posts? At the moment, only one watermark can be applied at a time. You can change the watermark in the settings, but it will apply to all future posts until adjusted again. This approach helps ensure your brand’s identity and content are well-protected and consistently visible across platforms.

Overview of Common Error Codes and Solutions in Social Planner for Facebook, Instagram, LinkedIn, and Google My Business (GMB)

This guide explores common error codes experienced when using Social Planner for managing social media accounts across Facebook, Instagram, LinkedIn, and Google My Business (GMB). It also outlines effective troubleshooting steps for each error. Facebook Error Codes and Fixes OAuthException (Codes 102, 109, 463, 467): The token for your social account has expired. Reconnect the account to resolve this issue. Codes 1, 2, "Unexpected Error": This is a temporary glitch. Refresh your browser and try again shortly. Code 3: The token is either expired or lacks the required permissions to post. Reconnect an account that has proper posting permissions. Code 10: The LeadConnector app is missing. Add the app to your Facebook Page or Group to resolve this. Codes 200-299: Posting permissions are missing. Reconnect with an account that has the appropriate rights. Code 368: The post content violates Facebook’s community guidelines. Code 506: Duplicate posts are restricted within a 12-hour window. Code 1609005: The post contains an invalid link. Codes 459, 460, 464: A user verification issue. Make sure LeadConnector is connected to your page/group. Code 492: Either posting permissions are insufficient, or the token is expired. Reconnect the account to fix this. "Temporary Block": Facebook has temporarily restricted posting. Wait for the block to be lifted before attempting to post again. Instagram Error Codes and Fixes Codes 400-2207003: File upload timeout. Reduce the file size and try again. Codes 400-2207001, 2207053: An undefined issue that typically resolves on its own. Code 400-2207051: The post violates Instagram’s community standards. Code 400-2207042: The daily post limit has been reached. Code 400-2207006: The Instagram Business Account token is expired or invalid. Reconnect the account. Code 400-2207050: The account is restricted. Ensure that it is set as a Business Account. Code 400-2207028: Carousel posts require between 2 and 10 images or videos. Code 400-2207040: The post has exceeded the maximum allowed tags (30). Reduce the number of tags. Code 400-2207005: Posting permissions are insufficient. Reconnect the account with the proper permissions. LinkedIn Error Codes and Fixes Codes 400, 403: The LinkedIn token has either expired or is invalid. Reconnect the LinkedIn account. Codes 404, 500, 504: These are typically temporary errors and resolve automatically. Code 422: Duplicate content was detected, or a required field is missing. Alternatively, the post content may be too large. Code 400: The account lacks the required posting permissions. Reconnect with a properly authorized account. Code 409: Temporary issue. Refresh the page and try again later. Google My Business (GMB) Error Codes and Fixes MISSING_VALUE, INVALID_VALUE: A necessary value is missing. Complete your Google Business Profile setup and reconnect the account. VALUE_OUTSIDE_ALLOWED_RANGE: The post exceeds the character limit. Reduce the word count. OPERATION_EXECUTION_ERROR, EXPIRED_VALUE: The token for the account has expired. Reconnect the account. PHOTO_FETCH_FAILED, PHOTO_UPLOAD_FAILED: There was an issue with uploading media. Retry the upload. OPERATION_UNSUPPORTED_UNDER_ACCOUNT_CONDITION: This operation isn't supported for the current account settings. LOCATION_DISABLED_FOR_LOCAL_POST_API: The Local Post API is disabled, often for business chains. This comprehensive guide should help you identify and resolve common errors encountered while using Social Planner for managing social media posts across multiple platforms.

Failed to Publish a Facebook Post: Common Causes and Solutions

If you've ever encountered errors while trying to publish content on Facebook, it can be frustrating. Here are some of the most frequent reasons posts fail, along with steps to resolve the issues: 1. Two-Factor Authentication (2FA) Issues If the Facebook business page you're managing has two-factor authentication (2FA) enabled, you must also enable it on your personal account. Afterward, reconnect your account, and the issue should be resolved. 2. Insufficient Permissions To post as a page, you must have the appropriate role—administrator, editor, or moderator. Ensure that you hold one of these roles to avoid errors. 3. Access Token Validation Error This error occurs when the session is invalidated, often due to a password change or a security measure implemented by Facebook. Your access token may have expired, particularly if: You recently changed your account password. You haven’t posted to Facebook via your social media tool in the last 90 days. 4. Violation of Facebook's Community Standards Facebook restricts content that is reported as abusive or inappropriate. Posts that contain such material will not be published. Always ensure that your content adheres to Facebook’s Community Standards to avoid being flagged. 5. Manage_Permissions Error When posting on behalf of a client, make sure you have been added as an administrator to their page. If not, you will encounter this error. You must also grant permission to manage pages during the account connection process to prevent publication issues. 6. Broken or Missing Images If your post includes an image link that no longer works, you’ll encounter this error. Ensure the image link is functional before scheduling posts. 7. Unknown Error This general error usually arises when your Facebook page access token lacks the required permissions to publish content. To fix it, reconnect your pages and verify that you’ve granted all necessary permissions. 8. Invalid URL or Link Could Not Be Posted Facebook checks links in posts before they are published. If Facebook's servers are overwhelmed, it may fail to process the link, resulting in an error. If this happens, wait a few minutes and try again. 9. Reconnecting Pages/Groups in the Social Planner To reconnect a page or group through a social media planning tool, make sure you're using the same account that initially connected the page. If you're trying to reconnect using a different account, go to the location’s settings under Integrations, disconnect the account, and then reconnect it using the correct credentials. This process ensures the token validity is updated. For instance, if Emily initially connected the Facebook page but Alex (another admin) needs to reconnect it, Alex will have to use Emily’s Facebook account or ask her to reconnect. This can be done under Settings > Integrations > Disconnect and then reconnecting the account. Important Links: Make sure to check the validity of your token and permissions to ensure smooth posting.

Troubleshooting Missing Facebook Pages in Lead Connector

To ensure a smooth connection between your Facebook account and the Lead Connector, it's crucial to grant the necessary permissions. If you're experiencing issues where some Facebook pages aren’t visible in the list, follow this step-by-step guide to resolve it: Step 1: Access Your Facebook Settings Log in to your Facebook account. Go to Settings, then select Business Integrations. Step 2: Locate the Lead Connector In the Business Integrations section, look for the Lead Connector app. Once located, click on the "View and Edit" option next to it. Step 3: Review and Adjust Page Permissions A popup window will appear showing your connected pages and channels. Ensure that all necessary permissions are granted, and all relevant social channels (including any missing ones) are selected. If any pages or channels are unchecked, you can enable them from this window. Step 4: Save Changes and Reconnect After adjusting your permissions, click Save. Now, go to Settings in the Social Planner of your Lead Connector, and try reconnecting your Facebook pages. This should resolve the issue, and any previously missing pages should now appear. By following these steps, you should be able to see and connect all your Facebook pages in the Lead Connector successfully.

Guide: Personalizing Social Media Posts by Platform

In this guide, we explore the importance of tailoring your social media posts to suit each individual platform. Every platform serves distinct audiences, uses varying content formats, and supports specific engagement techniques. Platform-specific constraints may also prevent you from posting identical content on all your profiles. Adapting your posts ensures they align with the preferences, behaviors, and demographics of users on each platform. It shows a commitment to enhancing the user experience by delivering content that’s meaningful, relatable, and valuable. In conclusion, customizing social media content per platform is a strategic method that boosts relevance, engagement, and overall effectiveness, helping you achieve your social media marketing goals.

Enhance Your Social Media Strategy by Creating Hashtags

In the fast-paced world of social media, hashtags are essential for increasing the visibility of your content and broadening your audience. A well-thought-out hashtag strategy can dramatically improve engagement while organizing your content effectively. The Social Planner offers powerful tools to help you refine your hashtag usage by allowing the creation and management of hashtag groups. How to Create Hashtag Groups: A Step-by-Step Guide 1. Open Social Planner Head over to the 'Marketing' section and select 'Social Planner.' 2. Start a New Post Click the 'Create New Post' button to begin. 3. Adding Hashtags to Your Post Once in the 'Create Post' window, you'll see the option to add hashtags, represented by the '#' symbol. 4. Building a Hashtag Group To create a new hashtag group, click the '#' icon, prompting a pop-up where you can enter details for your group. Provide a unique name for easy identification. Input the specific hashtags you’d like to include, with a maximum of 30 per post. Click 'Save and Apply' to store your group. Simplifying Your Social Posts After saving your hashtag group, creating future social posts becomes much simpler: 1. New Post Creation When making a new post, you can easily integrate your saved hashtag group. 2. Select Hashtag Group Within the post creation window, choose the relevant hashtag group from your saved options. This lets you quickly add the entire set of hashtags to your post. Maximize Your Social Media Impact Using Social Planner to create and manage hashtag groups not only speeds up your workflow but also ensures consistency across your posts. This organized approach to hashtags supports a cohesive brand strategy, helping you boost your social media influence with precision and efficiency. Transform your social media game by utilizing tailored hashtag groups designed to enhance your content.

AI-Powered Content Generator

Content AI is an innovative tool fueled by artificial intelligence, designed to streamline the content creation process by enhancing efficiency and quality. This tool enables users to produce tailored content that fits specific tones and incorporates target keywords, while also offering multiple versions of the content for greater flexibility. To create a new post for social media using Content AI, start by clicking the blue "New Post" button, then select "Content AI." A pop-up window will appear, allowing you to provide input for the AI prompts. Post Title: Enter the topic or category name, such as “Digital Marketing.” Brief Description: Write a short description of your post. For example, "Short-form videos are revolutionizing marketing strategies on social platforms." Keywords: Add relevant keywords by typing them in and pressing enter, such as "short-form videos, marketing strategy, content creation." Tone of Writing: Select a tone that fits your audience, like Casual, Enthusiastic, or Humorous. Number of Variations: Specify how many different versions you want, between 1 and 5. Generating Content Once you’ve filled in the relevant fields, hit the “Generate” button. You’ll be taken to the Content AI page, where you can browse through the generated content options based on your inputs. If you need to revise any details, click “Generate new content” to go back to the previous screen and make adjustments. Copying and Editing Content When you find the version of the content you want to use, click the “Copy” button. This action moves the content into a text box on the right-hand side of the screen, where you can preview or edit it. Creating a Post Once you have finalized the content version you want, click “Continue.” This will direct you to the New Social Post page, where you can choose the platform for posting, make any additional edits, and decide whether to post immediately or schedule it for later. With Content AI, creating engaging and effective social media posts is a smooth and customizable process. From generating variations to finalizing posts, this tool makes content creation easier and more adaptable to your specific needs.

TikTok Integration

Integrating your TikTok account with the Social Planner simplifies the way you handle your social media content. Whether you're connecting a new account or adjusting an existing one, linking TikTok allows for seamless scheduling and management of your posts. With the flexibility to connect both Personal and Business accounts, you can customize your experience based on personal or professional objectives. This integration enables you to directly manage and optimize your TikTok activity from within the Social Planner, offering a streamlined approach to social media strategy. If no social media accounts are currently linked to the Social Planner, you'll see a set of icons for available platforms. Simply click on the TikTok icon to begin the process.  For those who have already connected an account, you can adjust settings by selecting the gear icon in the upper-right corner of the Social Planner.  Once you hit the "Connect Social" button, you’ll have the option to add a TikTok Personal or Business account. A Personal account is best for users interested in sharing creative content for fun or self-expression, while a Business account is geared toward companies and creators focused on promoting services, products, or professional material.  To connect your TikTok account, simply select "Connect TikTok," log in, and authorize the necessary permissions. After choosing the right account to link, you'll be able to easily manage your content from within the Social Planner.  By integrating a Personal or Business TikTok account, you unlock advanced features that enhance content scheduling and performance analysis. With your TikTok linked, you’ll be better equipped to manage your posts and maximize your online impact using the Social Planner’s suite of tools.

Integrating Social Media Accounts

Link all your social profiles to simplify post scheduling across multiple platforms. These step-by-step guides will help you connect your accounts so you can begin posting immediately. Facebook Page Integration (for Social Posting) With the Social Planner, you can link multiple Facebook pages across different profiles simultaneously. To connect your Facebook pages, refer to this detailed guide. Remember, only pages where you have Admin rights can be added, and you need to be logged into the profile managing those pages. Connecting Instagram (via Social Planner) You can link your Instagram business account to the CRM through the Social Planner. However, you must convert your personal Instagram account into a business profile before you can use this feature fully. Linking Google My Business (for Social Posting) Google My Business is an essential resource for marketers, helping you manage your company’s online presence effectively. By sharing your business information, you build a connection with online visitors, which can foster greater loyalty to your brand. Using Google My Business can also improve your company’s online credibility and visibility. Connecting LinkedIn Profiles & Pages (for Social Posting) This section will provide simple instructions for linking your LinkedIn accounts. If no accounts are linked yet, simply locate the LinkedIn icon in the wizard and click the ‘Connect’ button for a quick setup. Twitter Account Integration (for Social Posting) The Social Planner equips you with the necessary tools to engage with your audience on Twitter. You can easily post, like, and retweet, enhancing your interactions with the community. Connecting TikTok (for Social Posting) Social Planner enables the smooth connection of your TikTok personal account. Soon, we'll also roll out a guide for linking TikTok business accounts, so keep an eye out for updates! Manage Social Media Accounts To start linking social accounts, select the social media icon for the platform you want to add. Platforms compatible with Social Planner include Facebook, Instagram, Twitter, LinkedIn, TikTok, and Google My Business. You can manage accounts by adding or removing them as needed, but at least one account must be connected to access the social planner. Choosing Social Accounts to Connect Ready to link your Facebook pages or groups? Begin by selecting the Facebook icon. A popup will prompt you to choose which pages or groups you want to connect for social media posting—just tick the ones you wish to add. Granting Access to Accounts Once you've selected the desired pages or groups, click the 'Allow' button. This action securely links your CRM with the chosen pages or groups. Begin Posting After successfully granting access, all connected pages or groups will appear on your screen, and a checkmark will confirm that the accounts are ready to be used. To start scheduling posts, click the 'Get Started' button in the lower-right corner of the screen.

LinkedIn Profile and Page Integration

If you haven't yet linked your social media accounts, you can start by using the LinkedIn icon found in the wizard. Simply click the ‘connect’ button to quickly and effortlessly complete the setup.  If your account is already connected (great job!), head over to the settings menu, represented by a gear icon, to begin the configuration. From there, you can link your preferred LinkedIn profile or Page(s). Tip: To ensure seamless integration between Social Planner and your LinkedIn account, make sure that your LinkedIn account is recognized as a 'super admin' for the selected Page(s).  Logging Into LinkedIn If this is your first time linking LinkedIn with Social Planner, you'll need to grant Lead Connector permission to establish a successful connection. When prompted, click the blue 'Allow' button to give the necessary permissions.  Choose Your LinkedIn Profile and Page(s) After logging in, you'll be asked to select which LinkedIn Profile and Page(s) you want to connect to Social Planner. Once connected, you can manage your LinkedIn account(s) through the settings icon. From there, you can add or remove accounts as needed. 

Instagram Business Account Integration

To link your Instagram business accounts with your CRM using Social Planner, you'll need to complete two essential steps, especially if you're currently using a personal Instagram account. Here’s how to proceed: 1. Switch to a Business Account: Navigate to your Instagram app settings and switch your personal profile to a business account. 2. Connect to Facebook: After converting, link your Instagram business account with a connected Facebook account. Connecting Instagram to Social Planner To connect your Instagram Business Account to Social Planner, follow the appropriate steps based on your situation: For new users without connected social accounts: Click the Instagram icon in the setup wizard and select the "Connect" option. Follow the on-screen instructions to begin. For users with existing connected social accounts: Click the gear icon (Settings) to access setup options. Select "Add Account," then choose the Instagram Business Account option from the list. Logging into Facebook To connect through Facebook, ensure the following steps: 1. Log into Facebook: Use the Facebook account linked to your Instagram business profile. Social Planner requires certain permissions to manage your social media accounts, so be sure to grant those as needed. 2. Verify the Instagram Business Account: If your Instagram business profile isn’t verified yet, it might be because it's not connected to a Facebook page, which is required by Facebook to post on Instagram. Selecting the Instagram Business Profile Once you have connected to Facebook, select the Instagram business profile you wish to add to Social Planner. You can then manage this profile from the settings menu. This process will allow you to seamlessly manage your Instagram Business Account directly from Social Planner.

Google My Business (GMB) & Location Integration

Google My Business (GMB) is an essential tool for marketers, offering a streamlined way to manage their business's online presence. By providing accurate and updated information, businesses can establish a personal connection with potential clients, fostering emotional engagement and strengthening brand loyalty. This approach increases the likelihood that customers will visit the physical location, offering a competitive advantage. GMB not only expands your business's visibility but also enhances its credibility in the digital world. Steps to Integrate Google My Business Accessing the Social Planner Begin by logging into your account, navigating to the Marketing tab, and selecting "Social Planner." If no social accounts are connected yet, choose the Google My Business (GMB) option from the list of icons.  For those with previously connected accounts, click the settings gear icon. Adding a GMB Profile To manage multiple locations, click "Connect a New Google My Business Profile." After selecting this option, you will be prompted to add your GMB locations.  Granting Access Select the Gmail account linked to your GMB pages and allow Lead Connector the necessary permissions to integrate with the social planner. Afterward, choose the specific GMB locations you want to add and confirm by clicking "Allow."  Choosing Locations Next, select the GMB locations you wish to connect to the social planner. If a location is already connected, you’ll receive a notification. If you manage more than 10 GMB locations, an error will appear stating, "This location belongs to a chain. The Local Post API is disabled for this location." Once complete, your connected GMB accounts will be displayed as shown below. 

Social Planner Integration for Facebook Pages

Social Planner offers the ability to connect multiple Facebook fan pages from different accounts simultaneously. To link your Facebook pages to this platform, follow the instructions below. Keep in mind, you can only add pages for which you hold Admin rights, and you must be logged in with the Facebook profile that manages these pages. If you’ve previously connected Facebook pages through any profile and wish to add more, you’ll need to remove the Social Planner application from your Facebook settings under "Business Integration" and then repeat the setup process outlined here. Refer to the image for further clarification. Important: Due to Facebook's updated API policies, you can no longer link individual Facebook profiles. However, it's still possible to add pages or groups from various profiles. Steps to Link Facebook Pages Step 1: Access Social Planner Settings To begin, log in to Social Planner and navigate to the settings menu by selecting the gear icon at the top right corner. This will allow you to access the section for connecting Facebook pages. Step 2: Add New Pages Next, click the "Connect a new Facebook page" button under the social accounts section. This enables you to integrate additional pages, thereby expanding your ability to manage multiple social media channels in one place. Step 3: Grant Permissions If it’s your first time linking a profile, ensure you provide LeadConnector with all necessary permissions to complete the setup process. Click "Continue" to finalize this step and prevent any connection errors. Step 4: Select Pages for Connection After logging in, you’ll see a list of all pages you manage. Select the ones you’d like to link for posting. This feature allows you to efficiently manage and schedule content across multiple pages. Step 5: Confirm Connection Once all the pages have been selected, they will appear in a list, confirming their successful connection. Following these steps will enable you to add numerous pages from one or multiple Facebook accounts, depending on your requirements. Types of Facebook Pages Facebook offers two kinds of pages: the Classic version and the New Page Experience. If you’re using the Classic Page, follow the steps as described above. For those utilizing the New Page Experience, ensure to assign the correct roles when setting up access.

Overview of Social Planner

In this video we will give you a complete overview of the features within your Social Planner. 

Posting to YouTube with the Social Planner

In this video we will walk you through how to post to YouTube using the Social Planner.  Navigate to Marketing (Left Sidebar) > Social Planner *As a reminder, you must link your YouTube channel to your Social Planner prior to scheduling a new video on YouTube. You can view the help article on how to ink your YouTube to Social Planner. The standard aspect ratio of a YouTube short is 9:16, and a YouTube video is 16:9.

Creating New Posts in Social Planner

In this video we will show you how to create new post in your social planner.  Main Sidebar > Marketing > Social Planner (Top) > New Post Create New Post - Most common new post destination. Used to post new content to your social platforms.  Upload CSV - CSV import supports up to 90 posts per CSV file. You can download the attached sample file here to see how your CSV should be setup.  Social Planner Templates - Choose from one of the thousands of social planner templates. These are available in two sizes. 1080 x 1080 & 1080 x 1920 Content AI - Use our integrated Content AI to generate both text and images that you can use on your social platforms. *this service has a small additional fee. RSS Posts - Every social media platform imposes a character limit, and if you exceed this limit in a post, your content will be truncated. Post Reviews - Create wonderful social posts based on your reviews from Google or Facebook. Tips:  Keep your media library organized using folders to make finding your social content easy.  Schedule out your posts ahead of time to create a calendar of content that goes live every day.  Post consistently. Using the automation of your Social Planner it is easy to schedule content to go live every day. 

Connecting to Social Planner

To manage your social media accounts through the Social Planner, follow these steps to connect your Facebook, Instagram, LinkedIn, and Twitter (X) accounts: Connecting Facebook and Instagram Accounts: Access Social Planner: Navigate to the Social Planner settings in your account. Connect Accounts: Facebook: Select "Connect Facebook," log in, and grant the necessary permissions. Ensure all required pages are selected. Instagram: If your Instagram is already linked to Facebook, it will be connected automatically. For standalone Instagram connections, ensure it’s a Business or Creator account linked to Facebook. Verify Connection: Confirm that your accounts are linked correctly and test the integration by scheduling a post. Connecting LinkedIn Profiles and Pages: Access Social Planner: Go to the Social Planner section. Connect LinkedIn: Select "Connect LinkedIn," log in, and authorize the software to access your LinkedIn profile and pages. Select Profiles/Pages: Choose the LinkedIn profiles and pages you wish to manage. Verify Connection: Ensure that the connection is successful by scheduling a test post. Connecting Twitter (X): Access Social Planner: Open the Social Planner settings. Connect Twitter (X): Select "Connect Twitter," log in, and authorize the software to manage your account. Verify Connection: Confirm the connection by scheduling a post through the planner. By following these steps, you can seamlessly integrate your social media accounts with the Social Planner in your software, enabling streamlined management of your online presence across multiple platforms.