5 steps to get started using Post Planner
To get started using Post Planner, you need to complete these 5 steps:
- ⚙️ Connect your Social Accounts
- 🌅 Organize your Content Sources
- 🪣 Set up your Post Buckets
- ⏰ Create and Schedule 50 Posts
- 📈 Analyze (and re-use) your Historical Posts
1. ⚙️ Connect your social accounts
TIP: for more details, read: 👤 How do I connect my social accounts?
Connecting your socials to Post Planner is easy!
You can connect 7 social networks in Post Planner:
- Google Business (coming soon!)
- TikTok
Go to Settings > Social Networks and click "Connect" on the network you want to connect. You must be logged in to the social network on the same browser.
IMPORTANT: be sure to allow ALL permissions Post Planner asks for. We ask for the minimum permissions needed to make Post Planner work. If you don't allow all permissions, your posts won't publish properly.
2. 🌅 Organize your content sources
TIP: for more details, read 🌅 How do I find content for my posts?
There are sooooo many ways to find content in Post Planner.
The best way to find the best (most viral) content is to use these 4 sources:
Post Planner lets you combine these feeds into collections called "streams".
For example, you can add your favorite:
- 15 Facebook pages
- 10 Twitter accounts
- 5 subreddits
- 5 blogs
... into a single stream of content.
Then you can see the best content from all 35 feeds at once — and sort by Likes, shares, etc.
Over the years, Post Planner users have created thousands of Streams (on all topics). You have access to all of them here:
If you find a stream you like, click "Save" to add it to your streams.
You can think of Streams like playlists in Spotify. When you create a stream in Post Planner, you own it — and only you can edit it and improve it.
Or you can follow streams from other Post Planner users — to leverage their expertise.
But streams aren't the only tool available in Content. You can also:
- Upload and organize your own media in your Library
- Search for content by keyword for your posts
- Create and edit images in our Studio media editor
3. 🪣 Set up your post buckets
TIP: for more details, read 🪣 How do I use "buckets" to categorize posts?
Post buckets help you categorize your posts to automate the perfect mix of content.
You can create a bucket on any topic and then fill it with posts.
To start publishing a bucket's posts, just link the bucket a time slot in your queue plan.
For example, I've linked my bucket "Cat images" to the 5am slot here:
You can also set posts in your buckets to recycle, if needed.
And if you want to re-use a post that already published from the bucket, you can add it back anytime — from the "Posted" view:
4. ⏰ Create and schedule 50 posts
TIP: for more details, read: ✏️ How do I create & schedule posts?
Post Planner's post composer makes it easy to create posts — A LOT of posts!
Read this tutorial to learn the quickest ways:
📬 What are 5 ways to add posts quickly?
The tutorial will show you how to:
- Create posts with multiple images from your computer
- Create posts with multiple articles from any RSS feed (including your blog)
- Create posts with multiple content from the Content tool
For more details on mastering the post composer, read this tutorial:
5. 📈 Analyze (and re-use) your posts
TIP: for more details, read: 📈 How do analyze and re-use my past posts?
To analyze your published posts, go to History.
You can filter see posts published via:
- Post Planner only
- All publishers (including posts you posted directly on the network)
TIP: Using the "all publishers" option is helpful when getting started — because it gives you the option to quickly add your old evergreen posts to Post Planner.
Just select a single profile (in the sidebar) and then click the "via all publishers" option. Post Planner will automatically pull in ALL your old posts.
Click "Refresh posts" to refresh anytime.
Once your posts are visible, you can sort them by Likes, shares, etc.
Then use the checkboxes to choose the posts you want to re-use — and the bulk action option to "Copy" or "Re-queue" the posts.
TIP: use "Copy" to copy the posts to your Buckets!