Using the Social Planner Social Media Tool

Overview

BizStackPro’s Social Planner gives you one organized place to manage social content. After you connect your profiles, you can plan posts on a calendar, publish or schedule content, manage media, and review performance statistics to see what your audience responds to best.

This guide walks through connecting accounts, navigating key views, creating and scheduling posts, using advanced composer options (previews, mentions, locations, watermarks), managing settings, and understanding CSV / public API features.

Step 1 — Connect Your Social Accounts

1. Go to Marketing from the left-hand menu.
2. Click Social Planner.
3. Follow the connection prompts (or click the Settings gear icon to add/manage accounts).

Supported platforms (commonly available)

• Facebook Pages (and groups where supported)
• Instagram Business/Creator accounts
• LinkedIn Pages and profiles (where supported)
• Twitter (X)
• TikTok
• YouTube
• Pinterest
• Google Business Profiles

Step 2 — Navigate the Dashboard

Once your accounts are connected, Social Planner typically includes multiple views to help you plan and manage content.

• Calendar view: See scheduled content by day/week/month and spot gaps in your posting cadence.
• List/Feed view: Sort posts by account, date range, or status (scheduled, published, drafts, failed).
• Statistics / Insights: Review engagement metrics and identify top-performing content.

Step 3 — Create and Schedule a Post

1. Click Create Post (or the “New Post” button) inside Social Planner.
2. Select the social account(s) you want to publish to.
3. Add your text, links, and media (images/videos).
4. Choose Publish now or Schedule for a specific date/time.
5. Review the preview and click Publish or Schedule.

Advanced Composer Features

Preview & media controls

• Use the preview panel to check formatting per platform.
• Enlarge images to confirm the crop and clarity before publishing.

Location tagging

• Look for Add Location (supported channels only), search for a place, and select it.
• If location options don’t appear, the platform may require additional permissions or support may vary by account type.

@Mentions

• Type @ and select a suggested profile/page where supported.
• Mentions often require correct permissions and may behave differently per network.

Links, tracking, and branding

• Use the Link Shortener where available to create cleaner, trackable URLs.
• Enable watermarks if you want images branded automatically (configured in settings).
• Watch for warnings about text length, unsupported media, or disconnected accounts.

Social Planner Settings

The Settings (gear icon) controls how your accounts, organization, and media behave inside Social Planner.

• Account connections: Add, re-authorize, or remove accounts.
• Categories & tags: Group accounts by brand, client, or channel type for cleaner filtering.
• Watermark configuration: Define if/how images are branded automatically.
• Media optimization: Set preferences for resizing/optimization on upload (where available).
• Notifications: Manage alerts such as disconnected/expired account notices (where supported).

CSV & Public API Features

For teams and advanced workflows, Social Planner can support CSV and public API operations—helpful when you manage higher volumes of content or want to connect external systems.

CSV management (via API)

• Upload: Add CSV files containing post/campaign data for bulk operations.
• List: Retrieve available CSV datasets tied to your account/location (where supported).
• Delete: Remove unused CSV files to keep datasets organized.

Common API use cases

• Automate recurring campaigns by generating and uploading CSVs on a schedule.
• Sync content planning with external tools or internal dashboards.
• Reduce manual entry for multi-brand or multi-location publishing workflows.