> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Social planner

> Schedule and publish posts across all major social platforms from a single calendar — with AI content, bulk scheduling, recurring posts, and social listening.

The Social Planner is your central hub for managing all social media activity. Create, preview, and schedule posts to Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Google My Business, and more — all without leaving the HoopAI Platform.

<Frame caption="The Social Planner calendar view showing scheduled posts across connected platforms">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/social-planner-overview-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=4ba5dc48e9d7395a38a5567997420bc6" alt="Social Planner overview" width="1583" height="337" data-path="images/social-planner-overview-1.png" />
</Frame>

## Getting started

To use the Social Planner, first connect your social accounts. Navigate to **Marketing > Social Planner** and follow the integration guides for each platform.

**Supported platforms:**

* Facebook Pages and Groups
* Instagram (Business or Creator accounts)
* LinkedIn
* TikTok
* YouTube
* Pinterest
* Google My Business
* WhatsApp (ad creation)

<Tip>
  Connect multiple accounts for the same platform to manage all your brands or locations from one place.
</Tip>

***

## Creating posts

<Steps>
  <Step title="Open the Social Planner">
    Go to **Marketing > Social Planner** and click **New Post > Create New Post**.
  </Step>

  <Step title="Select your posting accounts">
    Choose one or more social media accounts from the account selector. You can post to multiple platforms simultaneously.

    <Frame caption="Selecting accounts and platforms when creating a new post">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/social-planner-new-post-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=467dc5178742b15efa58b9ad4512c6c6" alt="New post account selection" width="1602" height="361" data-path="images/social-planner-new-post-1.png" />
    </Frame>
  </Step>

  <Step title="Craft your content">
    Write your post content in the composer. Use **Edit with Ask AI** to refine content with natural language instructions — rewrite, simplify, expand, or adjust tone while keeping your brand voice.
  </Step>

  <Step title="Add hashtags">
    Create and save groups of up to 30 hashtags for reuse. Select from your saved hashtag groups and optionally randomize them to keep posts varied.
  </Step>

  <Step title="Add media">
    Attach images or videos. You can include both in a single post for simultaneous scheduling across Instagram, YouTube, and TikTok.
  </Step>

  <Step title="Preview your post">
    The right-hand panel shows a live preview of how your post will appear. Toggle between platform previews if posting to multiple platforms.

    <Frame caption="Post composer with live platform preview">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/social-planner-new-post-2.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=149a48e8c415384f812f4e0b5bf5ed0a" alt="Post composer preview" width="576" height="450" data-path="images/social-planner-new-post-2.png" />
    </Frame>
  </Step>

  <Step title="Schedule or post">
    Click **Post** and choose from:

    * **Post Now** — publish immediately
    * **Schedule Post** — choose a date and time (the platform suggests best times based on audience engagement)
    * **Send Post For Approval** — route the post through your approval workflow
    * **Schedule Recurring Posts** — set up a recurring posting schedule
  </Step>
</Steps>

***

## Scheduling features

<Frame caption="Social Planner new post creation — select platforms, write content, and configure posting options">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/_6CNEiq0X3HRSCEZ/images/marketing-social-planner-new-post.png?fit=max&auto=format&n=_6CNEiq0X3HRSCEZ&q=85&s=df5754b3e728b7112fb3dc60945fb396" alt="Social Planner new post" width="1602" height="361" data-path="images/marketing-social-planner-new-post.png" />
</Frame>

### Best time to post

When scheduling, the platform suggests optimal posting times based on audience engagement patterns to maximize reach and engagement.

### Bulk scheduling via CSV

Upload a CSV file to schedule dozens of posts at once. Download the sample file from the Social Planner to see the required format.

### Recurring posts

Use the **Recurring Scheduling Post** feature to set posts to repeat daily, weekly, or monthly.

### Category queues

Organize posts into categories (e.g., "Educational", "Promotional", "Client Stories") and assign each category a posting schedule. The queue automatically selects and publishes the next post in each category on schedule.

### Post approval workflow

Route posts through an approval process before they go live. Team members can submit posts for review, and approvers receive a notification to accept or reject them.

<Frame caption="Post approval workflow — pending approval queue">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/social-planner-approval-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=b8c31234e47ad1ab63ed73cc2c9cbe1c" alt="Post approval queue" width="1590" height="505" data-path="images/social-planner-approval-1.png" />
</Frame>

***

## Platform-specific features

<AccordionGroup>
  <Accordion title="Facebook">
    Post to Pages and Groups. Use the image editor for formatting and add watermarks. Supports Reels, Stories, and standard posts.
  </Accordion>

  <Accordion title="Instagram">
    Connect via Facebook-linked integration or direct Instagram integration. Supports feed posts, Reels, and Stories (via push notification for mobile). Schedule Reels directly from the planner.
  </Accordion>

  <Accordion title="LinkedIn">
    Connect individual or company profiles. Share PDFs as images in LinkedIn Carousel posts. Clear link preview cache if needed.
  </Accordion>

  <Accordion title="TikTok">
    Connect and schedule TikTok videos directly from the Social Planner.
  </Accordion>

  <Accordion title="YouTube">
    Connect your YouTube account and schedule video uploads.
  </Accordion>

  <Accordion title="Pinterest">
    Connect multiple Pinterest accounts and schedule pins.
  </Accordion>

  <Accordion title="Google My Business">
    Schedule GBP posts including updates, offers, and events. Published posts appear in your GBP Optimization panel.
  </Accordion>
</AccordionGroup>

***

## Additional features

### Social listening

Monitor brand mentions, keywords, and hashtags across social platforms to stay informed about conversations relevant to your business.

### Social media insights

View engagement metrics, reach, impressions, and follower growth for all connected accounts in one dashboard.

<Frame caption="Social media insights dashboard showing reach and engagement trends">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/WAml1mOrQ-Qs9CGD/images/social-planner-stats-1.png?fit=max&auto=format&n=WAml1mOrQ-Qs9CGD&q=85&s=53fe9264c97b7a86a78d8af10f89f63e" alt="Social media insights" width="1550" height="349" data-path="images/social-planner-stats-1.png" />
</Frame>

### Link shortener

Shorten URLs in your posts and track clicks to measure link performance.

### Image editor

Edit images directly in the Social Planner — crop, resize, add text, and apply filters without leaving the platform.

<Frame caption="Social Planner image editor — crop, filter, adjust brightness, add text overlays, and apply stickers">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/_6CNEiq0X3HRSCEZ/images/marketing-social-planner-image-editor.png?fit=max&auto=format&n=_6CNEiq0X3HRSCEZ&q=85&s=1bbce72882d512f2243739359e97491a" alt="Social Planner image editor" width="2616" height="1428" data-path="images/marketing-social-planner-image-editor.png" />
</Frame>

### Watermark posts

Automatically add a watermark or branding overlay to posts as they are scheduled.

### AI image and content generation

Use the built-in AI tools to generate images and copy for your posts directly from the composer.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Failed post error messages">
    If a post fails to publish, the Social Planner shows a color-coded error message. Click the error to scroll directly to the issue for quick correction. Common causes include expired account connections, media format issues, or platform-specific restrictions.
  </Accordion>

  <Accordion title="Email notifications for expired accounts">
    Set up email notifications to be alerted when a connected social account's token expires so you can reconnect before scheduled posts fail.
  </Accordion>

  <Accordion title="Facebook domain verification">
    Verify your domain with Facebook to enable link previews and certain ad features. Follow the Facebook Domain Verification guide in the Social Planner help articles.
  </Accordion>
</AccordionGroup>

***

## Recommended image and video specs

| Platform       | Image size                                   | Video               |
| -------------- | -------------------------------------------- | ------------------- |
| Facebook feed  | 1200×630px                                   | Up to 4GB, MP4      |
| Instagram feed | 1080×1080px (square), 1080×1350px (portrait) | Up to 650MB, MP4    |
| Instagram Reel | 1080×1920px                                  | Up to 650MB, MP4    |
| LinkedIn       | 1200×627px                                   | Up to 5GB, MP4      |
| TikTok         | 1080×1920px                                  | Up to 287.6MB, MP4  |
| Pinterest      | 1000×1500px                                  | Up to 2GB, MP4      |
| YouTube        | 1280×720px minimum                           | Any standard format |

<Note>
  Always check the latest platform guidelines, as size limits and format requirements may change. The Social Planner will display a warning if your media does not meet the current requirements for a selected platform.
</Note>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I post to multiple platforms at the same time?">
    Yes. When creating a post, select multiple social accounts from the account selector. The post will be scheduled or published to all selected platforms simultaneously. Use the platform preview panel to see how the post will look on each platform before sending.
  </Accordion>

  <Accordion title="What is the best time to post feature?">
    When scheduling a post, the Social Planner suggests optimal posting times based on historical audience engagement patterns for your connected accounts. These suggestions help maximize reach and engagement, but you can override them with any date and time you choose.
  </Accordion>

  <Accordion title="How does bulk scheduling via CSV work?">
    Upload a CSV or XLSX file with your post content, dates, and platform options to schedule up to 90 posts at once. Download the sample file from the Social Planner to see the required format. Advanced format supports Stories, Reels, watermarks, and platform-specific settings.
  </Accordion>

  <Accordion title="What are category queues?">
    Category queues let you organize posts into themed buckets (like "Educational" or "Promotional") and assign a posting schedule to each category. The queue automatically selects and publishes the next post in each category on schedule, keeping your profiles active without constant manual effort.
  </Accordion>

  <Accordion title="Do social account tokens expire?">
    Yes. Social media platforms periodically expire access tokens for security. Enable email notifications in Social Planner settings to be alerted when a reconnection is needed before any scheduled posts fail.
  </Accordion>

  <Accordion title="Can I edit a post after it has been scheduled?">
    Yes. Find the scheduled post in the List or Calendar view, click the three-dot menu, and select Edit. For recurring posts, you can choose to edit only one instance or all future instances in the series.
  </Accordion>

  <Accordion title="What is the post approval workflow?">
    The approval workflow routes posts through a review process before publishing. When creating a post, check the Submit for Approval option and select a reviewer. The reviewer receives a notification and can approve (schedules the post) or reject it (returns for edits). This is ideal for teams that require review and sign-off before publishing.
  </Accordion>
</AccordionGroup>
