Step 1: Open the Social Planner and Create a New Post
Go to Marketing.
Click Social Planner.
Click New Post.
Select Create New Post.
After clicking Create New Post, the Social Planner list view opens.
Step 2: Select Posting Accounts
In the Post to field, open the account selector.
Select one or multiple social media accounts.
Use Select All if you want to post to every connected account.
You can also review connection status and reconnect accounts if required.
Step 3: Write Post Content
Click inside the Type content field.
Enter your post text.
Monitor the character counter shown per platform.
Step 4: Use AI to Generate or Edit Content
You can use AI to create or refine your post content.
Click the AI button in the editor.
Choose an action such as Generate, Improve Writing, Fix Grammar, Simplify, Make Longer, or Make Shorter.
You can also edit existing content using AI actions.
Step 5: Add and Manage Hashtags
You can reuse saved hashtag groups to speed up posting.
Click the # icon.
Select a saved hashtag group.
Choose how many hashtags to apply.
Each hashtag group can include up to 30 hashtags.
Step 6: Customize Posts for Each Channel
Use this option when posting to multiple platforms with different requirements.
Toggle Customize for each channel.
Select a platform tab.
Edit the content for that specific channel.
AI tools are also available inside each customized channel editor.
Character Limits by Platform
Step 7: Preview Your Post
The preview panel shows how your post will appear before publishing.
Preview appears on the right side of the screen.
Switch between platforms using the preview icons.
Step 8: Fix Errors and Warnings
If issues are detected, an error indicator appears.
Click the error message.
The editor scrolls directly to the issue.
Step 9: Post, Schedule, or Send for Approval
Click Post to choose how to publish your content.
Available options:
Post Now
Schedule Post
Send Post for Approval
Schedule Recurring Posts
Step 10: Schedule at the Best Time to Post
When scheduling, you can select recommended posting times.
Choose a date and time.
Review Best Time to Post suggestions.
Confirm scheduling.
Google My Business Posting Options
When posting to Google My Business, additional fields appear.
Call to Action
Select a call-to-action button for your post.
Event
Use this option for events with a start and end date.
Offer
Use this option for promotions or discounts.
Common Issues and Fixes
Cannot post: Check for required fields or disconnected accounts.
Character limit exceeded: Customize content per channel.
Error message shown: Click the error indicator to jump to the issue.
FAQ
How do I post to multiple social media accounts at once?
Select multiple accounts in the Post to field before publishing.
Can I customize content for each platform?
Yes. Enable Customize for each channel to edit content per platform.
Can I save a post without publishing it?
Yes. Click Save for later to store the post as a draft.
Does Social Planner support AI content editing?
Yes. Use the AI button to generate or edit post content.
Can I schedule posts at recommended times?
Yes. The scheduler shows Best Time to Post suggestions when available.