Social Planner

Social Planner Guide

The Social Planner in CAPTURE lets you create, schedule, and publish social media posts without leaving the platform. Connect your social accounts and manage your content calendar in one place.

Setting Up Social Planner

Before you can start posting, you need to connect your social media accounts.

1. Go to Marketing > Social Planner.
2. Click Settings.
3. Click Connect next to the social account you want to add (for example, Facebook).
4. Follow the prompts to authorise CAPTURE to post on behalf of your account.
5. Once connected, the account will appear in your Social Planner settings.

You can connect multiple accounts and manage them all from the same dashboard.

Creating Posts Using Templates

CAPTURE includes pre-built templates to help you create posts quickly.

1. Go to Marketing > Social Planner.
2. Click New Post.
3. Select Social Planner Templates.
4. Browse the available templates and choose one that fits your needs.
5. Customise the text and images as needed.
6. Select which connected accounts should receive the post.
7. Choose when to publish (see publishing options below).

Templates are a great starting point, especially if you want to maintain a consistent look and tone across your posts.

Creating Custom Posts

If you prefer to build a post from scratch:

1. Go to Marketing > Social Planner.
2. Click New Post.
3. Select Create New Post.
4. Write your post content, add images or videos, and select your target accounts.

Publishing Options

When your post is ready, you have several options:

• Save for Later -- Save the post as a draft. You can come back and edit or publish it at any time.
• Post Now -- Publish the post immediately to your selected accounts.
• Schedule -- Choose a specific date and time for the post to go live.
• Send for Approval -- Submit the post for review by a manager or colleague before it is published.
• Schedule Recurring -- Set the post to repeat on a regular schedule (for example, weekly or monthly).

Connecting More Social Accounts

You can add additional social accounts at any time.

1. Go to Marketing > Social Planner > Settings.
2. Click Connect next to the account type you want to add.
3. Follow the authorisation steps.

Each connected account will be available as a target when creating new posts. You can post to multiple accounts simultaneously or select specific ones for each post.

Tips for Using Social Planner

• Plan ahead -- Use the scheduling feature to queue up a week or month of content in one sitting.
• Use approval workflows -- If multiple people manage your social media, use the "Send for Approval" option to maintain quality control.
• Review your calendar -- The Social Planner dashboard gives you a calendar view of upcoming posts so you can spot gaps or overlaps.
• Reuse templates -- Save time by starting from templates and customising them for each post.