The Social Planner settings provide you with a centralized hub to customize your social media management. Within this section, you can efficiently manage various aspects of your social strategy, from linking social accounts and community groups to adjusting your media preferences. Whether you are fine-tuning notification settings, organizing content, or optimizing your media for different platforms, the Social Planner settings give you the tools you need to ensure your content is effective and your social presence is well-maintained.
To access the Social Planner Settings, open the Marketing > Social Planner section and click the gear icon.
Social Accounts #
Link and manage multiple social media accounts from various platforms, such as Facebook, Instagram, and LinkedIn, within this section. Click the + Connect Social button to integrate a new account, or click the trash icon to disconnect a connected social account.
Furthermore, you can filter the view to display either active or expired accounts and use the search bar to locate a specific account by entering its name.
Facebook, Instagram, and LinkedIn Post Sync automatically imports your last 30 days of posts into the Social Planner, allowing you to manage past and future content from one place without manual effort or switching tools. It also keeps engagement insights updated daily while giving you a unified view of all your content for easier tracking, reporting, and performance analysis.
Communities #
This section enables you to manage the various community groups integrated with the Social Planner. You can select default users for posting and ensure that any updates are synced across the associated channels of each group.
Pinterest #
If you have integrated a Pinterest account, you can choose the default board in this section.
Notifications #
Here, you can configure how and when you receive notifications regarding your social media activities. This includes alerts for posts requiring approval, failed or rejected posts, or expired social accounts, ensuring you are always in the loop without being overwhelmed by unnecessary alerts.
Categories #
The categorization feature allows you to organize your content into categories or topics. You can categorize posts based on themes, such as promotions, announcements, or educational content, which makes it easier to analyze your social media strategy over time.
Watermark #
Here, you can add a custom watermark, which will be applied to your images or videos before posting them. This feature is useful for branding, ensuring that your content is attributed to you, and protecting against unauthorized use of your media. Customize the watermark’s size, opacity, and placement to fit your brand’s aesthetic.
Global Settings #
Activate the Media Optimization feature to automatically adjust images according to platform-specific requirements, eliminating the need for manual resizing. Additionally, optimized images are smaller in file size, resulting in faster upload speeds and a smoother scheduling experience.
Manage Links #
This area allows users to track shareable links throughout their entire lifecycle, providing clear visibility into how each link is managed. It shows who created the link, who approved it, and its current status, whether it is active or revoked.
That’s it. Customize the Social Planner Settings to have a more impactful social media presence, ultimately boosting engagement. Check out the other articles in this section to learn more about what you can do with the Social Planner.
Frequently Asked Questions #
How do I access the Social Planner settings? #
Open the Marketing > Social Planner section and click the gear icon to open the settings.
How do I connect or disconnect a social account? #
In the Social Accounts section, click + Connect Social to add a new account, or click the trash icon to disconnect a connected one.
What does Post Sync do? #
Post Sync automatically imports your last 30 days of Facebook, Instagram, and LinkedIn posts into the Social Planner and keeps engagement insights updated daily for unified tracking and reporting.
What kinds of notifications can I configure? #
You can set alerts for posts requiring approval, failed or rejected posts, and expired social accounts so you stay informed without being overwhelmed.
What is the Watermark setting used for? #
It applies a custom watermark to your images or videos before posting, helping with branding and protecting your media, with adjustable size, opacity, and placement.
What does Media Optimization do? #
It automatically adjusts images to platform-specific requirements and reduces file sizes, resulting in faster uploads and a smoother scheduling experience.
