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How to Create Groups of Social Media Accounts in Social Planner

This article explains how to create, edit, and delete groups of social media accounts in Social Planner to publish posts to multiple accounts at once.

Updated over 2 months ago

What Are Account Groups in Social Planner

An account group lets you bundle multiple connected social media accounts together.

When you post using a group:

  • One post is sent to all accounts in the group

  • Accounts remain connected individually

  • Analytics are still tracked per account

Groups only affect post selection, not account connections.

Step 1: Open Social Planner

  1. Go to Marketing

  2. Select Social Planner

  3. Make sure you are on the Planner tab

Step 2: Open the Account Selector

  1. In the Planner view, click Select a social account

  2. The account selector dropdown will open

Step 3: Create a New Group

  1. In the account selector, click Create New Group

  2. The Create New Group modal opens

  3. Enter a Group Name

  4. Use Add accounts to group to select accounts

  5. Click Create

Step 4: Use and Manage Groups

Select a Group

  • Groups appear under the Groups section

  • Select a group to target all included accounts at once

Edit a Group

  1. Click the pencil (edit) icon next to the group

  2. Update the group name or account selection

  3. Click Save Changes

Delete a Group

  1. Open the group editor

  2. Click Delete

  3. Confirm deletion

Deleting a group does not disconnect any social media accounts.

What Happens After Creating a Group

Once a group is created, you can:

  • Create a post

  • Select the group instead of individual accounts

  • Publish or schedule one post across all accounts in the group

This is ideal for:

  • Cross-platform announcements

  • Campaign posts

  • Brand-wide updates

Important Notes

  • An account can belong to multiple groups

  • Groups can mix different platforms (Facebook, LinkedIn, Instagram, etc.)

  • Groups do not affect permissions or connections

  • Deleting a group does not remove or disconnect accounts

FAQ

Can I add the same account to multiple groups?

Yes. An account can be included in as many groups as needed.

Is there a limit to how many accounts a group can contain?

No. You can add as many connected accounts as needed.

Will deleting a group disconnect my social accounts?

No. Deleting a group only removes the grouping. All accounts remain connected.

Can I schedule posts using a group?

Yes. Selecting a group allows you to schedule one post for all accounts in that group.

Can I mix platforms in the same group?

Yes. A group can include accounts from different platforms.

How do I edit an existing group?

Click the pencil icon next to the group name to edit its name or accounts.

Will analytics still show per account?

Yes. Even when posting as a group, performance data is tracked individually per account.

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