This focused Social Planner walkthrough shows how to open a new post, choose connected social channels, upload an image or video, add a caption, review the live preview, select a feed, Reel, or Story format, and publish immediately or schedule a date and time.
Open Marketing, select Social Planner, and click New Post. The first choice is where the post should appear. Select the connected social channels that should receive this specific piece of content. Choosing channels first keeps the rest of the setup tied to the destinations you intend to use and makes the preview relevant to the selected accounts.
Drag an image or video into the media area, then paste or write the caption. The live preview on the right updates so you can inspect how the post will look before it is sent. Review the media crop, caption, and selected accounts together. A post should be checked in the same context in which followers will see it.
Select the format that matches the content and destination: feed, Reel, or Story. The walkthrough uses Reel for a short vertical video. Format affects how the media appears on the connected channel, so make the selection before the final preview rather than assuming one format fits every asset.
Under When to Publish, choose Publish Now for immediate delivery or Schedule for Later to set a future date and time. After confirming the schedule, the post appears on the Social Planner calendar and in the Up Next list. The walkthrough identifies blue items as scheduled and green items as published, making it easy to distinguish upcoming work from content that has already gone out.
Open Marketing, select Social Planner, and click New Post.
Yes. The new-post screen lets you select the connected channels that should receive the post.
Yes. The walkthrough shows a media area where you can drag in an image or video before adding the caption.
The walkthrough shows feed, Reel, and Story. It uses Reel for a short vertical video.
Yes. A live preview on the right shows how the selected media and caption will look.
In the calendar shown in the training, blue means scheduled and green means published.
To schedule a post, go to Marketing, open Social Planner, and click New Post. Select the channels you want to post to. Drag in your image or video, then paste your caption. The preview on the right shows how the post will look. Choose a format: feed, Reel, or Story. For a short vertical video, choose Reel. Under When to Publish, choose Publish Now or Schedule for Later and set the date and time. Click Schedule. The post appears on the calendar and in the Up Next list. Blue means scheduled and green means published. Posts then go out automatically on schedule.