Managing Upcoming Posts

Note

All dates and times referenced in this view are based on the timezone set via Settings > Company Profile (Administrator has access to this area).

In the Upcoming Posts page, you can view all the posts that have a scheduled date. For more information, see Browsing Upcoming Social Posts. You can carry out some tasks before they're sent:

• Post Now
• Approve or Delete
• Edit

How to Post an Upcoming Social Media Post Now

1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display.  
2. Once you’ve chosen which post to send, click the Edit Post icon . You can customize the post content - for more information, see the How to Edit Upcoming Social Media Posts section of this article.
3. Under Scheduling, click Post Now.
4. Click Save. You will receive a confirmation once the post is sent.

How to Approve or Delete Upcoming Social Media Posts

1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display. 
2. Choose the posts to approve or delete by clicking the checkbox next to each post.

3. Click the Approve Selected or Delete Selected button, depending on what action you’d like to take.

   

How to Edit Upcoming Social Media Posts

Note

Suppliers may set restrictions on the personalization of some posts, however, you will always be able to change the scheduled date/time.

1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display. 
2. Click the Edit Post icon next to the post you want to edit.

3. Edit the post’s content.

   1. Select the social media platforms to which to post this content. The icon appears on the display beside the upcoming post.
   2. Edit the post’s content. Follow the guidelines for post content summarized in Content Guidelines for Social Posts.
   3. Edit or upload your own images or video. You may also paste a hosted URL of your images or video. Follow the best practices and sizing notes for images and videos summarized in Content Guidelines for Social Posts.

   4. Specify whether to use a social form. If enabled, this will require anyone who clicks on the post to fill out their contact details before proceeding to the content being promoted. Using a social form is a way for you to gather contact data from your followers. 

      Your supplier may require that all their social posts use a social form. If they've set this up, the Use Social Form option is not visible in the post. You will need to have personalized your social form - if you haven't, you won't able to activate/use social posts from them. You'll see the message To use this post you'll need to personalize your social contact form in the post.

      

      Learn how to personalize your social form in Personalize Social Forms.

   5. Set the scheduling for the post:
      • Auto-Schedule - The portal will automatically select a time to publish your post for maximum impact. For information, see Auto-Scheduling Posts.
      • Select Date and Time - You choose your own date and time.
      • Post Now - Publishes your content immediately, when you click Save.

   You can send or remove any post immediately.