Creating Posts in the Social Planner Social Media Tool

Overview

Social Planner is your centralized workspace for drafting posts, previewing how they’ll appear on each platform, and publishing or scheduling content across multiple social accounts. The composer helps you tailor copy, media, and hashtags to fit each network’s requirements—so you stay consistent without juggling multiple tools.

Creating and Sending Posts

Step 1 — Create a new post

1. Go to Marketing.
2. Select Social Planner.
3. Click New Post.
4. Choose Create New Post.

Select posting accounts

In the composer, select where you want the post to publish:

• Select one account for a targeted post, or multiple accounts for broader distribution.
• Choose from your connected Instagram, Facebook, Google Business Profile, and other supported channels.

Craft your content

• Write captions aligned with your offer and brand voice.
• Use emojis, line breaks, and formatting that fits each platform.
• Include links and calls-to-action directly in the caption.

Hashtag groups

Save time by building reusable hashtag groups for campaigns and themes.

• Create groups with up to 30 hashtags.
• Randomize within a group to keep posts varied (while respecting character limits).
• Insert a saved group into your post in a click.

Add media (images, GIFs, videos)

• Upload or select images from your library.
• Add GIFs where supported.
• Attach videos in supported formats (for example, MP4/MOV).
• Use mixed media only where the platform allows it.

Customizing Posts for Each Social Platform

Each platform has different audiences, formatting rules, and character limits. Use per-platform customization so your post feels native everywhere it publishes.

Enable per-platform customization

1. Create a post and select multiple channels.
2. Toggle Customize posts for each social.
3. Switch between platforms in the composer and adjust each version.

What to tailor per channel

• Shorter copy for X/Twitter, longer detail for Facebook/LinkedIn.
• Different hashtag strategy for Instagram vs. LinkedIn.
• Platform-specific media crops (square vs. landscape).
• Links or CTAs placed where they perform best.

Composer Enhancements & Error Management

Enhanced preview

Use the live preview panel to view posts in high resolution and flip through platform previews—so you can confirm formatting before publishing.

Warnings & errors

The composer flags common issues so you can fix them before posting:

• Character limit overages
• Missing required fields (for certain post types)
• Unsupported media combinations

Tip: click an indicator to jump directly to the field that needs attention.

Custom values support

Use custom values to insert dynamic text (names, dates, variables) so posts can be personalized while still being managed from one workflow.

Hover to enlarge & resize input

Hover over images to enlarge them for review, and resize the text input box to comfortably work with longer captions.

Scheduling notice / watermark

During scheduling, you may see a status notice indicating a post is scheduled, pending, or awaiting approval—helpful for keeping workflows clear.

Step 2 — Preview Your Post

• Confirm images, text, and links appear as expected.
• Switch between platforms when posting to multiple channels.
• Check spacing, line breaks, and hashtag placement.

Step 3 — Post Your Content

When you’re happy with your post, click Post and choose an option:

• Post Now — Publish immediately.
• Schedule — Publish at a specific date and time.
• Send for Approval — Route to a teammate/client before publishing.
• Save as Draft — Finish later.

Using Google Business Profile (GMB) Posting Options

When Google Business Profile is selected, additional fields can appear so your post matches Google’s supported formats.

• Post type — for example, What’s New, Event, or Offer.
• Event details — add titles, dates, and optional descriptions.
• Offer details — include names, valid dates, coupon codes, terms, and links.
• Buttons/CTAs — choose CTAs like Learn more, Sign up, or Call now.

Use Cases for the Social Planner Composer