Create and Schedule Your Social Posts

1. From the Ivorey™ main menu, go to [Marketing] > then along the top menu bar then click [Social Planner]

2. Click [+ New Post] > then click [+ Create New Post]
   
   Note: Refer to our Content AI guide for the detailed steps to create and schedule AI-generated content.

3. Under the [Post to] dropdown, select the social media accounts you'd like to post to (e.g. Facebook, Instagram, etc.).

4. Type (or paste) your caption. Use formatting tools like bold, italics, emojis, and preview how it’ll look before publishing.

5. Upload your image or video. Want to post a carousel? Just select multiple images and Ivorey will automatically format them as a swipe-able post on Instagram.

6. Click [#] to use saved hashtag groups (called “hashtag banks”) or type in new ones. You can include hashtags in your caption or as a first comment.

7. Select if this is a Feed post, Reel, or Story.

8. If you want to tag a collaborator on Instagram, enter their handle to invite them.

9. Publish, Submit or Schedule Your Post

   1. Click Post Now to publish immediately

   2. Or choose a date and time to schedule the post
      You can also set this post to repeat on a regular schedule (e.g. every Tuesday at 10AM)

   3. If you're working with a team, you can submit the post for internal approval

Well done, you've just scheduled your first post! ✨

1. Go to [Marketing] > [Social Planner] in your Ivorey™ dashboard

2. Click [+ Create New Post]

3. In the post editor, click the [#] icon to open the Group Hashtag panel

4. Create a New Group

   1. Name your hashtag group (e.g., “Wellness Tips” or “Launch Campaign”)

   2. Add up to 30 hashtags

   3. Click [Save & Apply]

5. Apply the Group to Your Post
   The saved group will now be available to reuse on future posts with one click.

Note: You can include up to 30 hashtags per post, and groups can be tailored to specific platforms or content types.

1. Go to [Marketing] > [Social Planner], then click [+ New Post] > [+ Create New Post]

2. Add your content: write your caption, upload media, choose your platforms, and select any additional settings (like hashtags or post type).

3. Under Post Options, choose [Schedule Recurring Post]

4. Select how often you want the post to repeat:

   1. Daily, Weekly, Monthly, or Yearly

   2. If you choose Weekly, you can specify which days of the week it repeats

5. Set the time you'd like the post to be published

6. Your post is now set to repeat on the schedule you’ve chosen!

7. Once your recurring post is scheduled, you can manage it from the Calendar View in the Social Planner:

   1. Navigate to [Marketing] > [Social Planner] > [Calendar]

   2. Recurring posts will be visible alongside your other scheduled content

   3. You can drag and drop any scheduled instance to change its date

   4. To quickly find recurring or scheduled posts, use the smart filters or search tool at the top of the planner

1. From the Ivorey™ main menu, go to Marketing > then along the top menu bar, click on [Social Planner]​

2. Click on the [+ New Post] button on the top right-hand corner of your screen > then select [Upload from CSV]

3. Select the file format which best suits your needs:

   1. Basic Format: Basic data types such as date, text, link, and media

   2. Advanced Format: For adding stories, reels, shorts, and supporting fields like GBP, tags, category, first comment, and watermarks

4. Click the template format you’d like to download (CSV/XLSX), open the file and complete the fields

5. Once complete, upload your file

Note: If you’re editing the provided template, or if you’re importing an already existing CSV file from an external platform, please refer to these formatting tips to ensure a smooth upload:

• Acceptable Date Formats: YYYY-MM-DD HH:mm, YYYY-MM-DD HH:mm:ss, YYYY/MM/DD HH:mm:ss, YYYY/MM/DD HH:mm, MM/DD/YYYY H:mm:ss, MM/DD/YYYY H:mm, MM-DD-YYYY H:mm:ss, MM-DD-YYYY H:mm, you can use 24 Hour format. Example: 2026-02-25 10:30

• Text Column: Supports caption and hashtags.

• Link Column: Supports OG meta tag and only accepts one link.

• Image and Video Columns: Supports multiple image(s) and video(s) that are comma separated. Supports one GIF file only.

• Limit: Each CSV can include up to 90 posts.

1. Navigate to [Marketing] > [Social Planner]

2. Click [+ New Post] > [Upload from CSV]

3. Select your CSV file, then click Next

4. Choose your upload type:

   1. Basic CSV – includes content, date/time, media, and links

   2. Advanced CSV – unlocks platform-specific features like:

      1. Post types (Stories, Reels, Shorts)

      2. Watermarks, tags, follow-up comments

      3. Google Business call-to-actions, event posts, offers

      4. YouTube privacy settings, Pinterest board selection, and more

5. Select the social accounts that match the content you’re uploading

6. Review uploaded posts:

   1. Your uploaded posts will appear in list view

   2. Click the expand icon next to each post to preview the full post details

   3. Any errors will be flagged for you to edit (e.g. incorrect date/time format or missing media)

   4. Make edits directly in the review screen before continuing

7. Once you're happy with the content and schedule, click [Import Posts] to add them to your Social Planner

1. Go to List View in the planner and select the posts you want to remove

2. Click [Actions] > [Delete Selected Posts]

3. Confirm the deletion

Note: Published posts cannot be deleted through the planner or API. API deletion supports up to 50 posts per request.

1. Go to [Marketing] > [Social Planner]

2. Click [+ New Post] > [+ Create New Post]
   Create your content with captions, images/videos, hashtags, and choose the platforms you want to post to.

3. Set the Post for Approval
   Instead of publishing or scheduling immediately, click [Send Post for Approval]

   1. Select the date and time to schedule the post

   2. Assign a reviewer to approve it

   3. Add any internal notes to provide context

4. Once submitted, the approver will receive an email notification.

1. Go to the Approval Tab
   The assigned reviewer can access the post under the 'Approval' tab in the Social Planner.

2. Click [View] to Review Post Details
   They’ll be able to preview the full post, make edits, approve, or reject it.

3. Add a Caption (Optional)
   In the approval screen, the reviewer can add a customised caption before publishing. If no caption is added, the system will use the original post content as the caption.

4. Reviewers can also adjust the date and time of scheduled posts directly within the approval screen - no need to send the post back to the original creator. This helps teams move faster and reduce delays.

1. Tag Your Posts:
   Create or edit a post in [Marketing] > [Social Planner] > and assign a Category - this is how your content will be grouped

2. Create a Category Queue:
   From the New Post screen, choose [Category Queue] > select an existing category or create a new one (e.g. Motivational Mondays)

3. Enable Preferences:

   1. Enable Future Posting: Auto-adds new posts tagged with this category

   2. Prioritise Content: Pushes new posts to the front of the queue

4. Set Your Posting Schedule:
   Choose which days and times posts from this category should be published.

5. Review & Edit Posts:
   Make final tweaks to each post’s text or media before confirming the queue. Any errors will be flagged for correction.

6. Activate Your Queue:
   Click [Queue Post] to go live, or save as a draft to edit later.

7. Manage Your Queue:
   Use the toggle to Pause or Resume your queue anytime. You can also delete or create new queues as your content strategy evolves.

Important Notes:

• You can edit a queue’s schedule once it’s created

• Queues can include previously published posts

• You can edit the content of older posts before adding them to a queue

Start by uploading your reel to the Social Planner. Click on the video thumbnail that appears below the caption field, a pop-up will appear where you can select a custom thumbnail for your reel. Once you’ve chosen your cover photo, save it to apply.

Absolutely. Navigate to the content calendar, click the post, and make the necessary edits.

Yes! You can write one post in Ivorey and share it across all your connected platforms at once. If you want to tweak the wording or images for each platform, just toggle [Customise for Each Platform] ON and make your edits before scheduling.

Navigate to the content calendar, select the post, and review the error, make the necessary edits and repost. Common issues include expired permissions or login credentials.

Note: Instagram Stories can't be scheduled to a Creator account, you must have a Instagram Business account to schedule Instagram Story posts in Ivorey™.​

Yes, you can schedule posts for multiple platforms within the same CSV file. Just ensure that the content follows the character limits and media requirements for each platform.​

The system only supports up to 90 posts per CSV file. If you have more than 90 posts, you’ll need to split them into multiple CSV files.​

First, check that the date and time format is correct and that your columns are labeled accurately. Also, ensure that you are not using mixed media (images, GIFs, and videos) within the same post, as this is not supported.​

Yes, each platform has specific image size and dimension requirements. You’ll need to check with each platform to ensure your images meet their specifications.​

No, Google Drive links can no longer be processed due to changes by Google. It is recommended to upload your media to the Media Library and use those specific links in your CSV file instead.

If you scheduled or posted an Instagram post in the social planner, and you notice it has been posted twice on your Instagram profile, this is usually caused by a transient error within Instagram’s own servers (API). If Instagram's system is slow to respond when we send your post, it can cause the post to fail or trigger a retry that sometimes results in duplicates.

While these are typically one-off glitches on Meta's end, the best way to prevent them is to periodically refresh your social media connection. Simply, disconnect and reconnect your social media platform in the Settings > Integrations, ensuring you allow all requested permissions to keep the communication between the platforms stable. Refer to our Connect Your Social Accounts guide for the details.