Social Planner
Created by: Emma Johnston
Last Updated: August 19, 2025
Create a Post / Reels Stories / Content AI / CSV Upload / Calendar / Groups / Dashboard / Statistics / Settings / Failed Posts
Social Planner
ADD SOCIALS
Before you can post to your social accounts, you will need to connect your accounts.
1. To access the Social Planner, go to Marketing > Social Planner.
2. On the first screen, youโll see options to connect your social accounts (Facebook, Instagram, Google My Business, LinkedIn, TikTok, YouTube, Pinterest).
3. Click Connect on the platform youโd like, follow the on-screen instructions, and close the window once itโs complete.
4. Repeat this for any other platforms you want to add, then click Get Started.
You can always connect additional accounts later by clicking + Socials button or using the Settings icon.
Creating posts
Create Posts
CREATE NEW POST
1. Go to Marketing > Social Planner and click the blue New Post button in the top right corner. Select Create New Post. If you are in Calendar view, hover over a date and click the + icon instead.
2. In the Post To dropdown, choose the account(s) you want to post to.
3. Type your content in the editor box. Use the icons along the bottom of the editor to add emojis, images, videos, files, hashtags, custom values, shortened links, or locations.
4. For Facebook and Instagram, select whether you are posting it as a feed post, reel, or story.
A preview of your post will appear on the right-hand side as you add content.
FOLLOW UP COMMENT
You have the option to add a follow-up comment on some channels, which is the first automatic comment that goes on the post.
POST
Once your post is complete, you can choose how to publish it. You can either select Save for Later, which saves the post as a draft, or press Post. When you press Post, youโll see four options (Post Now, Schedule Post, Send for Approval, and Schedule Recurring Post).
Post Now will publish your post immediately without a confirmation screen. Schedule Post will open a pop-up window where you can select the date and time. Schedule Recurring Post will open a pop-up window where you can set the frequency, date range, and post time.
Reels and Stories
INSTAGRAM AND FACEBOOK STORIES
Stories allow you to share images and videos in a slideshow format that disappears after 24 hours. Each image or video lasts up to 15 seconds and you can combine multiple slides to create a longer narrative throughout the day. Stories are visible to your followers and by those who visit your public profile.
INSTAGRAM REELS
Reels are specifically designed for short video content with a maximum duration of up to three minutes. They often feature creative effects, stickers, music, and playback speed options, giving content creators more flexibility in how they present content. Reels are visible to any user, which can help increase exposure, drive engagement, and attract new followers.
UPLOAD LIMITS
When creating a Story or Reel on Facebook or Instagram, you can upload images up to 10MB, videos up to 100MB, and include a maximum of 10 images or videos in a single post.
Content AI
CONTENT AI
You can use the inbuilt AI tools to create or improve content. For text, click on the AI button in the toolbar. The system will guide you through options like generating text, improving grammar, adjusting tone, or changing length. Just click on the option you want and follow the on-screen prompts. Youโll be asked to provide any details needed to refine the output.
If youโd like to go further, you can set a custom brand voice under Marketing > Brand Board > Brand Voice.
IMAGE AI
If you want to revisit text or images created with AI, go to AI Agents > Content AI. From there, you can toggle between text and image to view your previously generated content.
CONTENT AI COSTS
Content AI and Image AI are premium features that are charged based on usage. The first 500 words of text are free, and after that the price is $0.15 per 1,000 words generated. Image AI is $0.096 per image generated. For reference, $10 will give you about 105 images or more than 65,000 words.
CSV Bulk Upload Posts
BULK UPLOAD POSTS
When creating a new post, you can also choose the option to upload from a CSV file. This allows you to bulk-upload posts from either a CSV or an Excel spreadsheet. A basic format is supported, using columns for date, text, link, and picture. There is also an advanced format that supports stories, reels, shorts, and additional categories used with Google My Business.
To get started, it is best to download the sample file provided โ available in both CSV and XLSX formats โ and use that as a template. Once your file is ready, re-upload it, select the social accounts you want to post to, and review the content before confirming.
CALENDAR VIEW
Social Planner Calendar
SOCIAL PLANNER CALENDAR
To see a calendar overview of your posts, click on Open Planner in the top right of the Social Planner dashboard. You will see published posts (green clock icon), draft posts (black down icon) and scheduled posts (orange clock icon).
To edit, duplicate or delete a draft or scheduled post, click on the three vertical dots in the top right corner of that post. You can drag and drop scheduled posts to change their scheduled date (the time remains the same).
You can change the calendar view from Month to Week by toggling the options in the top right corner. You can change the dates by clicking on the forward and back arrows on either side of the current date.
Social Groups
Social Groups
SOCIAL GROUP
If you regularly post to multiple social media accounts, you can create a Social Group. Social Groups can be created from the overview page of Social Planner or while creating a new post.
1. Click on the Accounts menu in the top left corner and click on the blue Add Group link.
2. Enter the Group Name.
3. Click on Add Accounts to Group and select your social channels and press Create.
4. Press OK to finish.
If needed, you can edit the Group by clicking on the pencil icon.
EDIT OR DELETE SOCIAL GROUP
To edit a group, click on the Accounts menu in the top left corner and click on the Pencil icon next to the group name. There are options to rename the group or delete the group.
Dashboard
Social Planner Dashboard
SOCIAL PLANNER DASHBOARD
The Social Planner dashboard gives an overview of your posts. You can use the Search Box to find posts by caption, toggle between List view and Calendar view, and access the Social Planner Settings.
Each post also displays its caption, media, status (Published, Failed, Scheduled, Draft, or In Review), date, and social platform. Clicking on a post will open a preview panel so you can view it in full.
FILTERS AND FILTER VIEWS
The Filters option allows you to refine posts by content type, status (published, scheduled, or draft), created by, and more categories. Once you apply a filter, you can save it as a view by clicking Save as View in the panel that appears. Saved views can then be selected directly from the dashboard under Filter Views, or you can create a new view at any time.
ELLIPSIS MENU OPTIONS
Click on the ellipsis menu (three vertical dots) to view available options. These include to Edit, Duplicate or Clone, or Delete.
Editing Draft and Scheduled Posts
EDITING DRAFT POSTS
To edit a draft post, click on it from the dashboard to open the preview panel, then select Edit Post. Make your changes and either continue to save it as a draft or publish it directly. You can also use Filters to quickly locate your draft posts or save a view to access them easily.
EDITING SCHEDULED POSTS
To edit a scheduled post, click on it from the dashboard to open the preview panel, then select Edit Post. From there, you can update the content or change the scheduled date and time. Avoid editing within one hour of the scheduled publish time, as the post may already be queued on the servers. Filters can also be used to find your scheduled posts, or you can save a view for quicker access.
DELETE POST
If you want to delete a scheduled or draft post, first select the post(s) and then select Delete Selected Posts from the Actions dropdown.
Statistics
POST STATISTICS
From the Social Planner Dashboard, click on the Statistics tab to view detailed insights into your posts. By default, the statistics show the last 7 days and include totals for posts, likes, followers, impressions, comments, engagement, and post reach. Youโll also see your top-performing posts and audience information such as gender and age demographics. Results are displayed in clear graphs and can be filtered by channel (for example, Facebook or Instagram).
Settings
Settings
MANAGING ACCOUNTS
You can access the Social Planner Settings by clicking on the cog icon. From here, you can connect new social accounts or delete any that you no longer want linked. If you are using SuperCoach CRM Communities, you can edit those settings directly. You can also manage your Pinterest boards, adjust your categories, add or change your watermark, and update your global settings.
EMAIL NOTIFICATIONS FOR EXPIRED ACCOUNTS
Within the Social Planner Settings, you can manage notifications for key events. This includes alerts when a social account is about to expire, when an account has expired, and when a post has failed. You can also set notifications for post approvals.
To adjust these, go to the Notifications tab, toggle on the alerts you want to receive, and use the pencil icon to edit the details. Since some platforms, such as Meta, only provide tokens that last around 90 days, these alerts can be particularly useful for ensuring your accounts stay connected without interruption.
Failed Posts
FAILED POSTS
There are a number of reasons why a post may fail. For example, if the content goes against Facebookโs Community Standards or has been reported by other users as abusive, the post will not be published. You can view failed posts by opening the Filters tab and selecting Failed Posts.
If you have any how-to questions or need support with platform tools or features, you can chat with our new Level 1 Triage Team by clicking the purple chat bubble in the bottom right-hand corner of your screen. This team is available 24/7 to give you instant answers to your queries at any time of day.
If you have a more advanced question, you can email our Level 2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am โ 1:00pm (EDT). They focus their mornings on replying to support queries, and their afternoons on new resource creation, platform-wide improvements, and project requests.
The Level 2 Specialist Team will be unavailable on August 21, August 25, and September 1. During this time, the Level 1 Triage Team will still be available 24/7 via the purple chat bubble for any how-to questions and platform-related queries.
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