Keeping your social media active is a necessity nowadays. It helps you connect with prospective customers, engage new viewers, and expand your online presence at a low cost. However, for good results, you must be consistent. And what better way to ensure consistency than through planning?

Using The Post Builder #

When you’re ready to publish new content, all you have to do is click the blue “New Post” button in the top right corner of your page, then click “Create New Post.”

New Social Post #

Select the social media accounts or groups you want to share the post with. Type in the text content you’d like to publish. You can also add rich media, hashtags, and more in this field.

Get creative by adding formatting elements like bold and italicized text, images, and even videos before hitting the “Save” or “Post” button! With the icons below, you can personalize the post even more. This is what each of them does:

• This is your AI tool; with it, you can get your captions written or corrected, simplifying the post-creation process.
• Modifies the look of selected text by making it Bold.
• Modifies the look of selected text by making it Italic.
• Add Emojis to your post. These are the standard emojis, so they are visible across all devices.
• Add Images to your post. Here, you have the option to create them using AI or upload them from your Media Library.
• Add Documents from your Media Library.
• Add videos to your post. This redirects you to your Media Library so you can select from the ones you have or upload a new one.
• Add hashtags to your posts. This option also lets you save frequently used ones for easy access.
• Quickly access your Custom Values here.
• This option allows you to insert shortened links to your post.
• Here, you can tag a location to make your post easier to find; this is available for Facebook and Instagram posts.

Google My Business Options #

If you select Google Business Profile (formerly known as Google My Business), you can choose between Call to Action, Event, or Offer options. Additionally, you can select the appropriate button label.

Preview #

You can preview all your content here before you post it.

Advanced Options #

You will be able to “Apply Watermark”, select “Category”, and add “Tags” under the “Advanced Options”.

Save For Later #

You can save this update as a draft until you are ready to post it.

Post #

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

• Post Now: This will allow you to send this post to the selected social channels/accounts.
• Schedule Post: This will allow you to schedule a post for a later date or time. Choose the date and time from the calendar and time slot.
• Send Post for Approval: This allows you to send for approval first within your agency or organization. Choose the date and time, select an approver, and add notes if needed.
• Schedule Recurring Posts: This feature allows you to schedule a post to recur within a specific time frame of your choosing.

Clicking on the “Post Now” or “Schedule Post” options will display the “Best Time to Post” based on your audience’s engagement trends. Set the time based on this guide or select a custom time from the dropdown.

Upload from CSV #

Click the “New Post” button and select the “Upload from CSV” button to direct you to the upload page.

Upload #

You will then be prompted to select a posting format.

The Basic Format supports essential elements such as the date, content, OG meta URL, image links, video links, and GIFs. The Advanced Format provides expanded functionality, including platform-specific post types (e.g., Post, Story, Reel, Shorts), watermarking, tags, categories, follow-up comments, and enhanced options for Google Business Profile (post types, calls-to-action, events, offers), YouTube (title, privacy settings, video type), TikTok, LinkedIn PDFs, Pinterest board selection, and more.

After selecting the desired format, download the sample file or review formatting tips to ensure your file adheres to the guidelines. Next, click to upload the file or drag and drop it.

Note: A maximum of 90 posts can be uploaded per CSV or xlsx file.

Once you have uploaded the CSV file, click the ‘Next’ button. Use the drop-down menu to select the accounts you’d like to post to. Check the box next to Send for approval and select a user to authorize the posts if needed. Once ready, click Create.

Once the posts are imported, they are reviewed by the chosen approver. Once approved, they are scheduled on the social calendar. Using both of these methods allows you to approach your social media presence with confidence, providing an easy way to create, schedule, and organize your content.

Frequently Asked Questions #

How do I start creating a new post? #

Click the blue “New Post” button in the top right corner of your page, then select “Create New Post” to open the Post Builder.

Can I post to more than one account at once? #

Yes. In the New Social Post screen you can select multiple social media accounts or groups to share the same post with.

What sending options are available when I post? #

You can Post Now, Schedule Post for a later date or time, Send Post for Approval, or Schedule Recurring Posts.

How does the approval flow work? #

When you choose Send Post for Approval, you select an approver and optional notes. The post is reviewed, and once approved it is scheduled on the social calendar.

Can I bulk upload posts? #

Yes. Use the “Upload from CSV” option to import posts in bulk. A maximum of 90 posts can be uploaded per CSV or xlsx file.

What is the “Best Time to Post” feature? #

When you choose Post Now or Schedule Post, the system displays the best time to post based on your audience’s engagement trends, which you can follow or override with a custom time.