Social Media Planner¶

Overview¶

The Social Media Planner (found at /social-media in the app) lets your team compose, schedule, publish, and track social-media content across multiple platforms without leaving ConnectGain.

Because the planner reuses the connection (OAuth authorization) from your already-connected Meta and LinkedIn messaging channels, most platforms need no separate sign-in step — connect the channel once for messaging and it becomes available for publishing too.

The planner is organized into four tabs:

Composer — create a post, choose platforms, and publish or schedule it.
Calendar — a month-view overview of scheduled and drafted posts.
Library — a searchable, filterable list of all your posts, with bulk import.
Analytics — a summary of how many posts you've created, by status and platform.

Access to the planner requires the Social Media permission (see Permissions).

Content Types & Platform Support¶

The Composer supports 11 content types. When you pick a content type, the platform picker automatically filters itself to show only the platforms that support that type.

Content type	Available on
Text	Instagram, Facebook, X (Twitter), LinkedIn, TikTok
Image (1 image)	Instagram, Facebook, X, LinkedIn, TikTok
Carousel (2–10 images)	Instagram, Facebook, LinkedIn
Video (1 video)	Instagram, Facebook, X, LinkedIn, TikTok
Reel (1 video)	Instagram, TikTok
Story (1 image or video)	Instagram, Facebook
GIF (1 GIF)	X, Facebook, LinkedIn
Document (1 PDF)	LinkedIn
Link	Instagram, Facebook, X, LinkedIn, TikTok
Poll	X, LinkedIn
Thread	X

Which platforms actually publish¶

You can select five platforms in the Composer — Instagram, Facebook, X (Twitter), LinkedIn, and TikTok — but automatic publishing is available for three of them:

Platform	Publishing status
Facebook Pages	Published automatically (text, hashtags, link, media)
Instagram Business	Published automatically (single image/video, carousels, reels)
LinkedIn	Published automatically (text and article/link posts)
X (Twitter)	Draft only — not published to the platform yet
TikTok	Draft only — not published to the platform yet

Instagram requires at least one piece of media on a post — Instagram does not accept text-only posts.

Note: The poll and thread content types can be composed, saved, and previewed in the app, but they are not yet sent to the social platforms. For now they behave as draft/composer features.

Composer¶

The Composer is where you build a post. It includes:

Content-type selector — pick one of the 11 types; the available platforms update automatically to match.
Title (optional) and content — the main text/caption of your post.
Hashtags — entered as a comma-separated list; they're appended to the post.
Media upload — drag-and-drop or select files, with progress shown during upload. Each content type has its own media rules (for example, one image for an image post, 2–10 images for a carousel, one video for a video or reel, a single PDF for a document).
Link input with a live link preview so you can see how the shared link will appear.
Poll composer — question, options, and duration (composer/draft feature).
Thread composer — build a multi-part thread (composer/draft feature).
Platform picker — shows each supported platform and whether it's connected (ready to publish) or not connected.
Live preview — see how the post will look on the selected platform.
Schedule (optional) — choose a date and time to publish later.

Composer actions¶

Save Draft — saves the post without publishing. Useful for handing work to someone who can publish.
Schedule — saves the post to go out automatically at the date/time you set.
Publish Now — publishes the post immediately to the selected connected platforms.

The Schedule and Publish Now actions only appear for users who have permission to publish. When you set a schedule, the time you pick is stored correctly so the post goes out at the exact moment you intended, regardless of time zone.

Scheduling & Publishing¶

Posts move through a clear set of statuses:

Draft → Scheduled → Publishing → Published

If something goes wrong, a post ends up as Partially Failed (some platforms succeeded, others didn't) or Failed (none succeeded). ConnectGain tracks the result for each platform separately, so you can see exactly which platform published and which didn't.

Publish Now sends the post to its platforms right away and shows you the outcome.
Scheduled posts are published automatically by a background scheduler that checks for due posts about once a minute. When a post's scheduled time arrives, it's picked up, published, and its status updated.

If a post fails or only partially succeeds, the failure reason is shown on the post. Common reasons are a disconnected or expired channel connection, or a channel that's missing the permission needed to publish. To recover, reconnect the affected channel (in your channel settings) and then use the Publish now or Retry action on the post.

Library & Calendar¶

Content Library¶

The Library tab lists all your posts as cards, each showing the content type, current status, target platforms, and scheduled/created dates. You can:

Search by content or title.
Filter by status and by content type.
Delete a post.
Publish now a draft or scheduled post, or Retry a failed one (for users with publish permission).

Bulk CSV import¶

From the Library you can import posts in bulk from a CSV file:

Use the Download Template option to get a correctly formatted starter file.
Fill in your posts — content, content type, target platforms, an optional schedule date/time, hashtags, title, link, and poll details.
Upload the file. Rows that include a schedule time are imported as Scheduled; the rest are imported as Draft.
Review the import summary, which reports how many posts imported successfully and flags any rows with errors (such as an invalid content type or empty content).

Calendar¶

The Calendar tab shows your posts on a month grid. Navigate with previous / Today / next controls. Each day shows the posts due that day, with a "+N more" indicator when there are more than fit. Scheduled posts appear on their scheduled day; drafts appear by the day they were created.

The calendar is a read-only overview today — you create and edit posts in the Composer and Library, not by clicking days on the calendar.

Analytics¶

The Analytics tab gives you a quick, internal summary of your posting activity:

Summary cards — total posts, published, drafts, and failed.
Breakdowns — number of posts by content type and by platform.

These figures count your posts inside ConnectGain. Platform engagement metrics — reach, impressions, likes, comments — are not yet pulled from the social platforms.

Permissions¶

Access to the Social Media Planner is controlled by permissions set for each user:

Users need the Social Media permission to open the planner at all.
A separate publish permission controls whether a user sees the Publish Now, Schedule, and Retry actions. Users without it can still write and Save Draft posts for someone else to publish.
Depending on their permissions, a user may see only their own posts or the whole organization's posts.

Your organization must also have the Social Media Planner feature enabled.

Limitations¶

X (Twitter) and TikTok can be selected and drafted, but posts are not published to those platforms yet.
Polls and threads can be composed and previewed but are not published to the platforms yet.
Analytics shows internal post counts, not platform reach, impressions, or engagement.
The Calendar is a read-only month view — there's no drag-to-reschedule, recurring posts, or click-a-day-to-create.
There is no approval workflow or version history.
Publishing reuses your messaging channel connections, so the connection must include the permissions needed to publish. If a channel is missing a publishing permission, publishing to that platform returns a permission error until you reconnect the channel with the right access.

Use Cases¶

Schedule a week of content¶

Open Social Media → Composer.
Pick a content type (e.g. Image), write the caption, add hashtags, and upload media.
Select your target platforms (only connected, supported platforms will publish).
Set a Schedule date/time and click Schedule.
Repeat for each post and review everything in the Calendar.
Each post publishes automatically at its scheduled time; watch the status change to Published (or Failed, with a reason).

Coordinated launch across platforms¶

In the Composer, create the post and select Facebook, Instagram, and LinkedIn.
Either Publish Now or Schedule all of them for the same launch time.
Watch each post's status. A Partially Failed post shows which platform didn't publish and why.
Fix the failing channel (for example, reconnect it) and use Retry from the Library.

Draft now, publish later¶

A team member without publish permission writes posts and clicks Save Draft.
A manager with publish permission reviews the drafts in the Library and clicks Publish now (or sets a schedule).

Recover a failed post¶

In the Library, filter by Failed.
Read the error shown on the card (for example, an expired channel connection).
Reconnect the affected channel in your channel settings.
Click Retry on the post to publish it again.

FAQ¶

Which platforms will actually post automatically? Facebook Pages, Instagram Business, and LinkedIn. X (Twitter) and TikTok can be drafted but aren't published yet.

Do I need to connect social accounts separately? No. The planner reuses your existing Meta and LinkedIn messaging channel connections. Just make sure those connections include the permissions needed to publish.

Why was my Instagram post rejected? Instagram requires at least one image or video — text-only posts aren't accepted.

How soon does a scheduled post go out? Scheduled posts are checked and published about once a minute, so they go out right around their scheduled time.

Can I see likes and reach? Not yet. Analytics currently shows how many posts you've created, by status and platform, not platform engagement.

Document Version: 3.0.0 Last Updated: July 2026