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    Creating and Scheduling Social Posts

    Write a social media post once and schedule it to publish across all your connected platforms.

    For: Marketing Users
    Time: 10 minutes

    Instructions

    1

    Open Social Planner

    Click "Marketing" in the left menu, then select "Social Planner".
    2

    Create New Post

    Click "New Post". Select the social accounts you want to post to (e.g., Facebook Page and Instagram).

    [SCREENSHOT NEEDED: Account selection in Social Planner]

    3

    Add Content

    Type your caption, add hashtags, and upload your image or video. You will see a preview on the right side.

    [SCREENSHOT NEEDED: Post creation and preview screen]

    4

    Post or Schedule

    Click the arrow next to "Post" to choose "Schedule Post". Pick your desired date and time.

    What Success Looks Like

    • The post appears in the Social Planner calendar view.
    Last updated: 10/1/2026