Social Planner - Quick Guides

ACCOUNT SETUP & SOCIAL MEDIA POSTING

DASHBOARD

How to get around your Social Planner Dashboard. Important when it comes to getting around your Social Planner.

CONNECT PROFILES

How to connect your social media profiles inside the social planner and reconnect expired social social profile when tokens expire.

SINGLE POST

How to Create a Single Post. Everything you need to make your first posts from profiles, comments, emojis, hashtags, image, video, and more! Create your first post today!

BULK UPLOADS

The first half we cover CSV bulk upload without using the dates, the 2nd half we cover the CSV bulk upload using dates along with some tips and tricks for creating csv master files and Canva bulk upload.

EXPIRED NOTIFICATION

Where to access your Expired Notification Email Set Up to nofity you or your team member to reconnect social profiles

POST APPROVAL

How to Edit, Approve, or Reject Social Posts. This feature is great if you have someone on your team who designs and/ or creates your posts and you wish to approve them before scheduling.

FACEBOOK GROUPS

⚠️ Currently Posting to Facebooks Groups is NOT available per Facebook. We'll keep you posted when Facebook allows this.

How to Connect Facebook Groups & Upcoming Post-As Feature

INSTAGRAM STORIES

How to Schedule & Post Instagram Stories

INSTAGRAM REELS

How to Post Instagram Reels

Schedule Your Onboarding Set Up & Walk Through!

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