The Social Planner settings give you a central place to manage your social media activity. From here you can link social accounts and community groups, adjust media preferences, configure notifications, organise content, and optimise media for different platforms.
To access the Social Planner Settings, open the Marketing > Social Planner section and click the gear icon.
Social Accounts
Link and manage multiple social media accounts from various platforms (such as Facebook, Instagram, LinkedIn, etc.) within this section. Click the "+ Connect Social" button to integrate a new account, or click the trash icon to disconnect a connected social account.
You can also filter the view to display either active or expired accounts, and use the search bar to find a specific account by name.
Facebook, Instagram, and LinkedIn Post Sync automatically imports your last 30 days of posts into Social Planner, so you can manage past and future content from one place without any manual effort or tool-switching. It keeps engagement insights updated daily and gives you a unified view of all your Instagram content for easier tracking, reporting, and performance analysis.
Communities
This section lets you manage the community groups integrated with Social Planner. You can select default users for posting and ensure that updates are synced across the associated channels of each group.
If you have a Pinterest account connected, you can choose the default board in this section.
Notifications
Here you can configure how and when you receive notifications about your social media activity. This includes alerts for posts requiring approval, failed or rejected posts, and expired social accounts, so you stay informed without being overwhelmed by unnecessary alerts.
Categories
The categorisation feature lets you organise your content into categories or topics. You can group posts by theme (e.g., promotions, announcements, educational content), making it easier to analyse your social media strategy over time.
Watermark
Here you can add a custom watermark that will be applied to your images or videos before posting. This is useful for branding, ensuring your content is attributed to you, and protecting against unauthorised use of your media. You can customise the watermark's size, opacity, and placement to suit your brand.
Global Settings
Activate the Media Optimisation feature to automatically adjust images to meet platform-specific requirements, removing the need for manual resizing. Optimised images are also smaller in file size, which means faster upload speeds and a smoother scheduling experience.
Manage Links
This area lets you track shareable links throughout their entire lifecycle, with clear visibility into how each link is managed. It shows who created the link, who approved it, and its current status: whether it is active or revoked.
That's it! Customise the Social Planner Settings to build a more effective social presence and boost engagement. Check out the other articles in this section to learn more about what you can do with Social Planner.