When you are ready to publish content to Instagram, the Social Planner provides an efficient and user-friendly solution that allows you to create, schedule, and manage posts with ease. Whether you are sharing a standard post, story, or reel, this comprehensive guide walks you through each step, from selecting media to adding compelling captions and hashtags, ensuring that your Instagram content is fully optimized and ready to engage your audience.

To begin, simply click the blue New Post button located in the top-right corner of the Marketing > Social Planner section.

You will then be presented with multiple posting options, such as using Social Planner Templates or Content AI. This guide walks you through creating a new post and uploading a CSV file.

Create New Post #

Click on the Create New Post button from the dropdown menu.

Post To #

From the Post To dropdown menu, select the Instagram accounts you would like to publish the post to. This dropdown displays all the accounts integrated with the platform, allowing you to choose the correct one for your intended audience.

Type Content #

In the content field, draft your social media message, incorporating rich media, hashtags, and engaging content. You can get creative by adding formatting options such as bold or italicized text, images, and even videos before proceeding to publish.

Follow-up Comment #

The Follow up Comment feature allows users to optimize engagement on social media posts by enabling comments that appear soon after a post is published. This feature works for various platforms, including Facebook Pages, Facebook Groups, Instagram Business Accounts, LinkedIn Profiles, LinkedIn Pages, and X (formerly Twitter) Accounts.

Advanced Options #

Under Advanced Options, you can apply your watermark to images, choose categories for better organization, and add tags to enhance searchability and categorization of posts.

Instagram Options #

Choose whether your post should be published on your feed or story, or as a reel.

Add the username of any accounts you want to add as a Collaborator, which will require them to approve the post before being included as an author.

Note: Only public profiles can be added as a Collaborator.

Post Preview #

Ensure you preview all your content before publishing to verify accuracy, layout, and overall presentation. This step allows you to catch any potential errors, confirm that your messaging aligns with your brand, and ensure the content displays correctly.

Post #

When you click on the Post button, it gives you four different sending options to choose from:

• Post Now: Send this post to the selected accounts immediately.
• Schedule Post: Schedule a post for a later date or time. Choose the date and time from the calendar and time slot.
• Send Post for Approval: Send the post to another team member for approval. Choose the date and time from the calendar and time slot, and select an approver. You can add notes as well.
• Schedule Recurring Posts: Automate the posting of content at regular intervals, such as daily, weekly, monthly, or yearly. You can set specific time frames and select particular days for the posts to repeat, ensuring consistent engagement across social media platforms.

Save for Later #

Alternatively, utilize the save for later feature to save your post as a draft for further editing.

Uploading Content via CSV #

You can also upload posts in bulk using a CSV file. Click the New Post button and select Upload from CSV.

Ensure that the CSV follows the required format (YYYY-MM-DD HH:mm) for date and time, and supports multiple images and videos. A maximum of 90 posts can be uploaded per CSV file.

Once the CSV is uploaded, click on Next.

Select Socials #

Select the specific account where you would like to publish the post. This dropdown displays all the linked accounts associated with your platform, allowing you to choose the correct one for your intended audience.

Send for Approval #

Submit the posts contained in the CSV file for review by a designated approver before they are scheduled for publication by clicking the checkbox and selecting the relevant persons.

Once you click Create, the contents in this CSV will be ready either for review or scheduling.

Instagram-Specific Requirements #

When publishing to Instagram, there are specific image and video guidelines:

• Images: Must be in JPG or PNG format, between 10 KB and 5 MB, with a minimum resolution of 250×250 pixels. A maximum of 10 images per post is allowed.
• Videos: Must be in GIF, MOV, or MP4 format, up to 1 GB in size, with a minimum resolution of 1920×3448. Instagram allows one video per post, with a duration of 3 seconds to 15 minutes.
• Reels: Reels follow the same video guidelines, with a recommended 9:16 aspect ratio.

For Instagram Stories, you can upload images and videos, but captions are not supported. Adhere to the image and video guidelines to ensure optimal presentation.

The Social Planner simplifies the entire Instagram content management process, allowing you to create, schedule, and publish posts seamlessly. Whether you are manually uploading content or using CSV files for bulk posting, this guide equips you to optimize your social media presence efficiently and effectively.

Frequently Asked Questions #

What types of Instagram content can I publish with Social Planner? #

You can publish standard feed posts, stories, and reels directly through the Social Planner.

What image requirements apply to Instagram posts? #

Images must be JPG or PNG, between 10 KB and 5 MB, with a minimum resolution of 250×250 pixels, and you can include up to 10 images per post.

What are the video requirements for Instagram? #

Videos must be GIF, MOV, or MP4, up to 1 GB, with a minimum resolution of 1920×3448, and Instagram allows one video per post lasting between 3 seconds and 15 minutes.

Can I add a collaborator to an Instagram post? #

Yes. Add the username of the account you want as a Collaborator, but only public profiles can be added, and they must approve the post before being credited as an author.

Do Instagram Stories support captions? #

No. You can upload images and videos to Stories, but captions are not supported.

How many posts can I upload in one CSV file? #

You can upload a maximum of 90 posts per CSV file, using the YYYY-MM-DD HH:mm date format.