Before You Dive In
This article is one step from our Master Help Guide: All About Social Scheduling. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Schedule your social posts in advance
Create hashtag groups
Schedule recurring posts
Bulk schedule posts via CSV
Learn about the post approvals feature
Use category queues
Create and Schedule Your Social Posts
Now that you've connected your social accounts inside of Ivorey, this will walk you through scheduling your first post!
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to [Marketing] > then along the top menu bar then click [Social Planner]
Click [+ New Post] > then click [+ Create New Post]
Under the [Post to] dropdown, select the social media accounts you'd like to post to (e.g. Facebook, Instagram, etc.).
Type (or paste) your caption. Use formatting tools like bold, italics, emojis, and preview how it’ll look before publishing.
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.
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.
Select if this is a Feed post, Reel, or Story.
If you want to tag a collaborator on Instagram, enter their handle to invite them.
Publish, Submit or Schedule Your Post
Click Post Now to publish immediately
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).If you're working with a team, you can submit the post for internal approval.
Well done, you've just scheduled your first post! ✨
Note: The step above covers the core skills needed to schedule posts. The sections below introduce optional, more advanced features. If you don’t need these right now, feel free to skip ahead to the next step in the Master Help Guide - you can come back to them at any time when you’re ready.
Create a Hashtag Group
If you regularly use hashtags in your social content, the Group Hashtag feature can save you time and streamline your workflow. Instead of retyping the same hashtags each time, you can create reusable groups and quickly apply them when scheduling posts.
Click here for the written steps
Click here for the written steps
Go to [Marketing] > [Social Planner] in your Ivorey™ dashboard
Click [+ Create New Post]
In the post editor, click the [#] icon to open the Group Hashtag panel
Create a New Group
Name your hashtag group (e.g., “Wellness Tips” or “Launch Campaign”)
Add up to 30 hashtags
Click [Save & Apply]
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.
Schedule Recurring Posts
The recurring post feature allows you to repurpose and re-share valuable content over time. Whether it's a monthly reminder, or evergreen content that deserves a second life, recurring scheduling helps keep your social presence active without extra effort.
Click here for the written steps
Click here for the written steps
Go to [Marketing] > [Social Planner], then click [+ New Post] > [+ Create New Post]
Add your content: write your caption, upload media, choose your platforms, and select any additional settings (like hashtags or post type).
Under Post Options, choose “Schedule Recurring Post”
Select how often you want the post to repeat:
Daily, Weekly, Monthly, or Yearly
If you choose Weekly, you can specify which days of the week it repeats
Set the time you'd like the post to be published
Your post is now set to repeat on the schedule you’ve chosen!
Once your recurring post is scheduled, you can manage it from the Calendar View in the Social Planner:
Navigate to [Marketing] > [Social Planner] > [Calendar]
Recurring posts will be visible alongside your other scheduled content
You can drag and drop any scheduled instance to change its date
To quickly find recurring or scheduled posts, use the smart filters or search tool at the top of the planner.
Bulk Schedule Social Posts via CSV Upload
If you’re looking to upload content in batches, the CSV Bulk Scheduling feature in Ivorey™ is the most efficient way to pre-plan weeks (or even months) of content in one go. Simply create a spreadsheet with your content, upload it to the Social Planner, and review your scheduled posts before publishing. Perfect for content teams or creators who plan in advance.
Step 1: Set Up Your CSV File
Click here for the written steps
Click here for the written steps
You can build your CSV/XLSX file in Google Sheets, Excel, or Apple Numbers. Each row represents one post. Use the following headers in this exact order:
Column Name | Description |
PostAtSpecificTime | The date/time you want the post published. Format as |
content | Your post caption. Include hashtags and emojis, but be mindful of platform character limits (e.g. Instagram = 2,200 characters). |
link (OGmetaURL) | Optional link to be included in your post (e.g. blog article). If media is included, the link will move into the caption. |
imageUrls | Direct URLs to your images (up to 10). Separate each with a comma and space. |
GIFUrl | Optional GIF URL. Only supported on Facebook and LinkedIn. |
videoUrls | Direct video links in |
⚠️ Important: You can only use one media format per post (images, video, or GIF). Mixed media is not supported in bulk uploads.
💡 Limit: Each CSV can include up to 90 posts.
Step 2: Upload Your File to the Social Planner
Click here for the written steps
Click here for the written steps
Navigate to [Marketing] > [Social Planner]
Click [+ New Post] > [Upload from CSV]
Select your CSV file, then click Next
Choose your upload type:
Basic CSV – includes content, date/time, media, and links
Advanced CSV – unlocks platform-specific features like:
Post types (Stories, Reels, Shorts)
Watermarks, tags, follow-up comments
Google Business call-to-actions, event posts, offers
YouTube privacy settings, Pinterest board selection, and more
Select the social accounts that match the content you’re uploading.
Review uploaded posts:
Your uploaded posts will appear in list view.
Click the expand icon next to each post to preview the full post details.
Any errors will be flagged for you to edit (e.g. incorrect date/time format or missing media).
Make edits directly in the review screen before continuing.
Once you're happy with the content and schedule, click [Import Posts] to add them to your Social Planner.
Optional Step: Bulk Delete Posts
Click here for the written steps
Click here for the written steps
Need to remove multiple posts at once? You can bulk delete posts directly inside the planner or via public API.
To bulk delete from the Social Planner UI:
Go to List View in the planner
Select the posts you want to remove
Click [Actions] > [Delete Selected Posts]
Confirm the deletion
🔒 Published posts cannot be deleted through the planner or API.
🧩 API deletion supports up to 50 posts per request.
Post Approvals
If you're working with a team or managing content for others, the Post Approvals feature in Ivorey™ lets you collaborate, review, and approve social posts before they go live.
How to Submit a Post for Approval
Click here for the written steps
Click here for the written steps
Navigate to Social Planner
Go to [Marketing] > [Social Planner]Click [+ New Post] > [+ Create New Post]
Create your content with captions, images/videos, hashtags, and choose the platforms you want to post to.Set the Post for Approval
Instead of publishing or scheduling immediately, click [Send Post for Approval]
Select the date and time to schedule the post
Assign a reviewer to approve it
Add any internal notes to provide context
Once submitted, the approver will receive an email notification.
Reviewing and Approving a Post
Click here for the written steps
Click here for the written steps
Go to the Approval Tab
The assigned reviewer can access the post under the 'Approval' tab in the Social Planner.Click [View] to Review Post Details
They’ll be able to preview the full post, make edits, approve, or reject it.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. 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.
Category Queues
This powerful feature helps you automate your posting schedule by organizing your evergreen content into categories that post on autopilot.
How to Use Category Queues
Click here for the written steps
Click here for the written steps
Tag Your Posts
Create or edit a post in [Marketing] > [Social Planner] and assign a Category. This is how your content will be grouped.
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").
Enable Preferences
- Enable Future Posting: Auto-adds new posts tagged with this category
- Prioritise Content: Pushes new posts to the front of the queue
Set Your Posting Schedule
Choose which days and times posts from this category should be published.
Review & Edit Posts
Make final tweaks to each post’s text or media before confirming the queue. Any errors will be flagged for correction.
Activate Your Queue
Click [Queue Post] to go live, or save as a draft to edit later.
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 cannot 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
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Social Media Scheduling to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Frequently Asked Questions
How to add a cover image to a reel?
How to add a cover image to a reel?
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.
Can I edit a post after it's scheduled?
Can I edit a post after it's scheduled?
Absolutely. Navigate to the content calendar, click the post, and make the necessary edits.
Can I post to Instagram, Facebook and other Platforms at the same time?
Can I post to Instagram, Facebook and other Platforms at the same time?
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.
What happens if a post fails to publish?
What happens if a post fails to publish?
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™.
Can I schedule posts for multiple platforms using one CSV file?
Can I schedule posts for multiple platforms using one CSV file?
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.
What happens if my CSV file has more than 90 posts?
What happens if my CSV file has more than 90 posts?
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.
What should I do if my CSV file isn’t uploading correctly?
What should I do if my CSV file isn’t uploading correctly?
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.
Are there specific image dimension requirements for each platform?
Are there specific image dimension requirements for each platform?
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.
Can I use Google Drive links for my images or videos in the CSV file?
Can I use Google Drive links for my images or videos in the CSV file?
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.
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