7.1.3 Beginner Tutorials — Schedule a Social Post

This tutorial guides you through scheduling a social media post using the Planner. It covers selecting platforms, preparing content, and ensuring predictable delivery.

Step 1: Prepare the Post

Create or select the content to be shared. Ensure media assets and captions meet platform requirements.

Preparation checklist:

Text length within platform limits

Media formats supported

Links and mentions verified

Step 2: Select Platforms

Choose one or more connected social platforms. Available platforms depend on active integrations and permissions.

Platform selection rules:

Only connected accounts are selectable

Platform-specific constraints are enforced

Unsupported features are disabled

Step 3: Customize Per Platform

Optionally adjust text or media per platform to match audience and format guidelines.

Customization options:

Caption variants

Hashtag adjustments

Media cropping where supported

Step 4: Open the Planner

Open the Planner from the post composer. The Planner displays available actions and scheduling options.

Step 5: Set Schedule

Define when the post should be published. Scheduling is timezone-aware and deterministic.

Scheduling constraints:

Future execution only

One execution per platform

Explicit confirmation required

Example schedule:

POST /api/v1/plans { "action": "social.publish", "execute_at": "2025-02-01T12:00:00Z", "payload": { "post_id": "uuid", "platforms": ["instagram","linkedin"] } }

Step 6: Review and Confirm

Review the planned publication, including platforms, timing, and content preview. Confirm to create the plan.

Step 7: Monitor and Verify

Monitor execution status in the Planner. After completion, verify the post is live on each platform.

Execution states:

Pending

Executing

Completed

Failed

Best Practices

Schedule posts during known engagement windows and avoid last-minute edits close to execution time. Always verify timezone settings and platform-specific previews before confirmation.