Social Planner

The Social Planner is your centralized hub for managing every major social network from a single calendar interface. Connect Facebook, Instagram, LinkedIn, Google Business Profile, TikTok, YouTube, Pinterest, and X, then compose once and publish everywhere with platform-specific customization. The planner eliminates the need to log into multiple dashboards, supports bulk scheduling with CSV imports, and includes AI content generation, recurring posts, and approval workflows for agencies managing client accounts.

What Social Planner Does

The planner handles three core workflows: manual post creation with templates and AI assistance, bulk scheduling for campaigns, and automated publishing from RSS feeds. Each post can target multiple platforms simultaneously, with optional per-channel customization to respect character limits and formatting differences.

Content creation methods: Create custom posts from scratch, load pre-designed templates for polished visuals, generate captions and images with Content AI, or upload up to 90 posts at once via CSV. The composer pulls assets from the Media Library and supports carousels, video posts, custom thumbnails, and inline media preview.

Publishing options: Post immediately, schedule for later, send for approval, or configure recurring posts that repeat daily, weekly, monthly, or yearly. Approved posts queue automatically, and rejected posts return to draft with feedback. Evergreen queues rotate reusable content on a set schedule to keep channels active without manual effort.

Views and navigation: The calendar view displays all scheduled, published, and draft posts with drag-to-reschedule functionality. List view shows a chronological feed with status indicators and inline edit options. Content view organizes posts by type, with a dedicated Recurring Posts tab for managing parent and child posts.

Key Configuration Options

Social account connections: Access social account setup from Marketing > Social Planner > Settings > Connect Social. Authorize each platform, select pages or profiles to manage, and verify connections before creating posts. Disconnected accounts display in-app banners with reconnect prompts.

CSV bulk scheduling: Use Advanced CSV format to schedule posts with platform-specific settings, media URLs, tags, categories, watermarks, and flexible date-time parsing. Download the sample template from the upload screen, fill it out, and import. The system validates entries, flags errors, and lets you correct issues before scheduling.

Recurring post configuration: When scheduling, select Schedule as Recurring to set repeat frequency (daily, weekly, monthly, yearly) and define date ranges. Parent posts appear in Content > Recurring Posts, while scheduled instances appear on the calendar. Edit the parent to update all future instances, or edit individual child posts independently.

Approval workflows: Enable Send for Approval when creating posts to route content through team review. Choose an approver, and they receive a notification to approve or reject. Approved posts publish on schedule, while rejected posts return to draft with feedback. This workflow is critical for agencies managing client accounts.

Power Features

Platform-specific customization: Select multiple channels in the post composer, then click Customize Each Post to tailor captions, hashtags, and media for each network. This ensures content respects Instagram’s hashtag culture, LinkedIn’s professional tone, and Google Business Profile’s single-image limitation.

Bulk CSV imports: Schedule up to 90 posts per file with columns for scheduling, media URLs, and platform-specific settings. Supported date formats include YYYY-MM-DD HH:mm and MM/DD/YYYY H:mm. Use this for multi-week campaigns where preparing posts in a spreadsheet is faster than manual scheduling.

RSS auto-publishing: Connect RSS feeds from blogs, podcasts, or video channels to automatically create social posts when new content publishes. Configure update frequency (every 5 minutes to once daily), maximum posts per check, and custom ending text for branded hashtags or CTAs. Learn more in Social RSS.

Evergreen queue: Build a rotating library of timeless posts (testimonials, tips, brand values) that republish automatically on a set schedule. This keeps channels active during low-content periods without requiring manual effort.

Pro Tips

• Customize per platform instead of posting identical content everywhere. Tailor captions, hashtags, and media to each network’s audience and format constraints.
• Use bulk CSV for campaigns by preparing all posts in a spreadsheet and importing at once. This saves hours on multi-week campaigns and ensures consistency.
• Monitor disconnected accounts by checking for in-app banners when authorization tokens expire. Reconnect promptly to avoid missed posts.
• Enable approvals for client work to route all posts through review workflows before publishing. This prevents unapproved content from going live and provides a quality gate for agencies.
• Review recurring posts monthly to update messaging, swap images, and retire stale content. Evergreen posts can become outdated if left unchecked.

Common Questions

How do I connect a new social account?

Navigate to Marketing > Social Planner, click the Settings gear icon, and select Connect Social. Choose the platform, log in, authorize access, and verify the connection. The account appears in your channel selector when creating posts.

Can I post to multiple platforms at the same time?

Yes. Select multiple connected accounts in the channel picker when creating a post. Use the Customize Each Post option to tailor captions and media for each platform before scheduling.

What is the maximum number of posts I can upload via CSV?

The Advanced CSV supports up to 90 posts per file. Split larger campaigns across multiple CSV uploads if needed.

Why did my post fail to publish?

Common causes include disconnected social accounts, expired authorization tokens, content violating platform policies, or media that does not meet size or format requirements. Check the post’s status in the calendar for specific error details.

How do I edit a recurring post series?

Go to Content > Recurring Posts, find the parent post, and click Edit. Changes update all future child posts. To edit a single instance, find it in the Calendar view and edit it individually without affecting the parent.