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The Social Planner now includes a Template Library, a collection of professionally designed social media post templates. This feature helps you create engaging content quickly by starting from a pre-built design. Agency owners on eligible plans can also contribute their own templates to the library for their team to use.

Access and Permissions

Access to manage the Template Library is controlled by user role and subscription plan.

Agency Admin (on the $497 plan or higher): Can view the admin panel and upload templates to the Template Library.
All Other Users (Agency Users, Location Admins, Location Users): Can browse and use the predefined templates from the library to create posts.

How to Create a Post Using a Template

Follow these steps to create and schedule a new social media post from a template.

Step 1: Start a New Post

From the Social Planner dashboard, click the New Posts button.

Step 2: Choose a Template

From the options that appear, select Social Planner Templates to open the template library browser.

Step 3: Select and Continue

Browse the available templates and click on one that fits your needs. Then, click the Continue button.

Click on Select Socials to choose the social media accounts where you want to publish the post.

Step 5: Review and Schedule

Click on Review & Schedule. On the next screen, set the date, time, and channels for your post, then click the Schedule button.

Step 6: Final Review and Import

After a moment, the interface will refresh. Click Review & Schedule again to make any final edits to the text, media, or settings. When you are satisfied, click Import to finalize the post and add it to your planner.

Understanding Template Types

Templates in the library are organized by type to help you find the right format. The two primary types are:

Post (1080×1080): Designed for standard square posts.
Story/Reel (1080×1920): Designed for vertical, full-screen stories and reels.

You can view a template's type in the Template Info Drawer when you open it.

How to Upload a Template to the Library (Agency Admins)

If you are an Agency Admin on an eligible plan, you can add templates to the library for your team.

Step 1: Navigate to the Template Library

Go to the Social Planner and navigate to the CSV tab or the Template Library tab under the content section.

Step 2: Initiate Upload

Click the three-dot menu and select the option to Upload to Template Library.

Step 3: Enter Basic Information

Provide a name for your template and select a category.

Step 4: Complete Template Details in Admin Mode

You will be redirected to the Template Library admin view. Here you can:

Add a cover photo.
Add tags, edit the name, and select a category.
Provide a brief description.
Add predefined requirements (e.g., instructions for required integrations).
Add featured tags to make your template stand out.

Step 5: Publish the Template

Once the template is ready, you can set its visibility:

Public: Makes the template visible to sub-accounts and their clients.
Draft: Keeps the template visible only in the admin panel for future editing.

Managing Templates

Template Updates

When a template is in Draft status, any edits you make will update the template.
When a template is Public, new edits will not be automatically applied to the live version.

Hiding Default Templates

Agency Admins can hide the default templates provided by the CRM. Click the hide option on a template to remove it from the view of location users.

Using the Social Planner Template Library

Getting Started with Social Planner Templates