Social Media Planning

The Social Media Planning page helps you organize paid and organic social posts in one place.

Use it to:

• Plan posts for one or more social platforms.
• Set publication dates and times.
• Add images, links, and post copy.
• Track which posts are ready, scheduled, or published.

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How it works

Social Media Planning is where you create and manage individual posts.

Each post usually includes:

• Platform — where the post will publish.
• Post text — the message or caption.
• Media — images, videos, or attachments.
• Schedule — when the post should go live.
• Status — whether the post is planned, scheduled, or published.

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Create a new social post

1. Click New post.
2. Choose a social platform.
3. Add the post title and caption.
4. Upload or attach media.
5. Choose a date/time.
6. Save or schedule the post.

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Use this page when you want to

• Prepare a social media campaign.
• Plan posts for a week or month.
• Keep all social content in one place.
• Move from marketing planning into the sales follow-up process.