Social Planner: Master Your Social Media
The Social Planner is your command center for social media management. Schedule posts, track engagement, and maintain a consistent brand presence across all major platforms without leaving your CRM.
Supported Platforms
Currently, you can connect and post directly to Facebook (Pages & Groups), Instagram (Professional/Business), LinkedIn (Profiles & Company Pages), X (Twitter), and TikTok.
Step 1: Connect Your Accounts
Before you can start scheduling, you need to authorize the platform to post on your behalf.
Link Profiles
Navigate to Marketing > Social Planner and click the gear icon (Settings). Select the network you want to connect and follow the on-screen authorization prompts.
Manage Permissions
Ensure you have Admin or Editor access to the Facebook Pages or LinkedIn Company Pages you are trying to connect, otherwise the integration will fail.
Step 2: Create a New Post
Click the New Post button to open the composer. Here, you can craft your message and tailor it for different networks.
Drafting Content
Select which accounts will receive the post. You can write one universal message, or click Customize for each network to tweak the character count and hashtags for Twitter vs. LinkedIn.
Media & Attachments
Upload images or videos directly, or select them from your Media Library. The composer will warn you if an image doesn't meet a specific network's aspect ratio requirements.
Step 3: Schedule & Publish
Once your post is ready, you have several options for getting it out to the world.
Post Now
Instantly publishes the content to all selected networks. Perfect for breaking news or live updates.
Schedule Post
Pick a specific date and time in the future. The planner will automatically push the post live while you focus on other tasks.
Save as Draft
Not quite finished? Save it as a draft and come back later, or have a team member review it before scheduling.