Social Posting Planner
Prepare offers, organize drafts and keep your business visible with a planned social schedule.
In the CRM: Social Media → Posting → Planner
Turn your marketing ideas into a posting plan
Use Planner to prepare the posts that introduce your business, explain an offer and encourage the next conversation. Keep drafts, review requests and scheduled posts together so your team can see what is ready and what needs attention.
A useful weekly plan might include a customer story, an answer to a common question and an invitation to book a consultation. Give each post one clear next step, such as visiting your booking page or contacting your business.
Create your first post
- Connect the business social accounts in Settings → Connections. Return to Planner and choose Create post.
- Select the accounts that should receive the post, choose its type and add the caption and media.
- Save a draft while you prepare the offer, or open Review & schedule when the post is ready.
- Choose a future date and local time. Schedule it directly or send it for approval.
- Return to Planner to check its status. After publication, use Posted for the published version, comments and results.
Find the next piece of work
Search by post name or use Status and Platform to narrow the list. The summary cards show scheduled or processing posts, review requests, drafts and posts needing attention. Use the page controls to move through a longer list.
Open a post to review its content and delivery details. A post sent to several accounts can have a different outcome for each destination. Check the individual result before repeating a publication.
| Status | What it means for your team |
|---|---|
| Draft | The idea is saved and can be edited. Give it a schedule when ready. |
| Awaiting approval | The reviewer needs to check the content and proposed time. |
| Changes requested or Rejected | Read the feedback and prepare the revised version. |
| New time needed | Choose a future time before approval can schedule the post. |
| Scheduled | The post is waiting for its planned publication time. |
| Publishing or processing | Delivery is underway; check the result before starting another copy. |
| Failed, partial or outcome unknown | Open delivery details and Activity to see which destination needs attention. |
| Canceled | Find it with the status filter and restore it to Draft if you want to use it again. |
Move around the posting workspace
| Tab | Use it for |
|---|---|
| Planner | Drafts, scheduled content and posts needing attention. |
| Calendar | A visual plan by month, week, day or list. |
| Approvals | Review requests, feedback and approval decisions. |
| Media | Images and videos for your posts. |
| Activity | Delivery events and follow-up steps. |
| Settings | Local scheduling defaults and review notifications. |