Creating Posts in the Social Planner Social Media Tool

When it comes to managing your social media presence, Social Planner is your trusted companion. Whether you want to share posts immediately or schedule them for a later date and time, this tool simplifies the process. In this article, we'll guide you through creating, previewing, and sending your posts via Social Planner. To get started, ensure that you've integrated your Facebook, Instagram,  and/or Google My Business (GMB) accounts with Social Planner. If you haven't done this yet, check out our integration articles.

Follow these steps to learn how to create, preview, and send your posts:

Creating and Sending Posts

Step 1: Create a Post

• Go to Marketing
• Click on Social Planner

• Click on “New Post”  to add a post.

• You will see various options. Click on “Create New Post”

• Select Your Posting Account: In the new window, choose the social media account(s) to which you'd like to post. You can select one or multiple accounts, depending on your strategy.

• Craft Your Content: Type out and customize the content for your post. This is where you can unleash your creativity and engage your audience effectively.

Note: Customising social media posts for each platform is essential because different platforms have unique audiences, content formats, and engagement strategies.  Sometimes, also due to platform limitations, you won't be able to share the same content across all your accounts.

Step 2: Preview Your Post

• Visualize Your Post: On the right-hand side of the screen, you can preview how your post will appear. This feature allows you to ensure that your post looks as intended.

• Multi-Platform Preview: If you're posting to multiple social media platforms (e.g., Facebook and Google My Business), you can toggle between previews at the top. This ensures your content is tailored for each platform.

Step 3: Post your content

• Click on Post and you will see various options: Post Now, Schedule Post, Send Post For Approval, Schedule Recurring Posts (to learn more about this, please. Check our article called, “How To Schedule Content with the Recurring Scheduling Post Feature”.
• Click on Post Now to post immediately

Note: You have the option to save for later and it will save as a draft.

Using GMB Posting Options

• If you're posting to Google My Business, you'll encounter various options. Depending on your goal, choose from the dropdown list, and make sure to fill out all the relevant information. These options include
  • “Call To Action”

• “Event”

• “Offer”

Allowed Files in the Social Planner

• Maximum file size allowed: 10 MB

Allowed Videos in the Social Planner

• Maximum file size allowed: 1 GB