Who This Is For / When to Use
Use tags and categories if you:
Manage a high volume of scheduled social posts.
Want consistent content organization.
Need to filter posts in the social calendar.
Track performance by content type or theme.
Understanding Tags vs Categories
Tags
Tags are custom labels applied to individual posts.
Used for granular organization (topics, campaigns, formats).
A post can have multiple tags.
Examples:
promotionweekly-tipsvideo-content
Categories
Categories are broader groupings for posts.
Used for high-level organization.
A post can belong to one category.
Examples:
Marketing
Announcements
Promotions
Creating a Post with Tags and Categories
Go to Marketing from the left sidebar.
Select Social Planner.
Click + New Post.
Choose the social profile(s) under Post to.
Accessing Advanced Options
Scroll below the post editor.
Click Advanced options.
The Choose Category and Tags fields appear.
Adding or Selecting a Category
Click Select a category.
Choose an existing category or click + to create a new one.
The category is applied to the post.
Adding Tags to a Post
Click the Tags field.
Search for an existing tag or type a new tag name.
Select the tag to apply it to the post.
Multiple tags can be added to the same post.
Filtering Posts by Tags and Categories
You can filter posts in the Social Planner calendar by:
Post type (Post, Reel, Story)
Content type
Status (Scheduled, Published, Draft)
Category
Tags
This helps you quickly locate and manage specific posts.
Managing Categories
Categories can be managed from Social Planner settings.
Changes affect future and existing posts using that category.
Common Issues and Fixes
Cannot Find a Tag
Ensure the tag was created previously.
Create a new tag if none exist.
Category Not Appearing
Refresh the category list.
Confirm you have permission to create categories.
Filters Not Showing Expected Posts
Clear existing filters and reapply.
Confirm posts were saved with the correct tags or category.
FAQ
Can I use both tags and categories on the same post?
Yes. Each post can have one category and multiple tags.
Are tags required?
No. Tags are optional.
Are categories required?
No. Categories are optional.
Can I edit tags or categories later?
Yes. Edit the post to update its tags or category.
Do tags affect post publishing?
No. Tags and categories are for organization and filtering only.