How to plan your first post in Poppi Social

Now that a brand and deal are set up, you can start planning your post.

You can start planning from a few places. Click Posts in the left-hand menu to see your Posts board, then click + Plan a post. You can also head to Calendar, where you can view your planned posts by week or by month, and click Plan a Post. There is also a + Plan a post button at the top of the left-hand menu. Each one opens the same post planning form.

The Plan a post form is a single page. Enter the post name, choose the platform(s) you are posting to, select the brand and deal the post links to, and set the date you plan to post.

In the Copy and media section, add your caption and upload your media (reel, post and so on). You can select files from your device, or drag and drop them if you are on a laptop.

Further down the same form, the Client approval section has a Send for approval toggle. Turn it on if your client needs to sign off, and add an approval deadline if you have one. The post is saved as awaiting approval until your client signs off. In Notes and contact, you can add internal notes (just for you; the client won't see these) and the brand contact. When you're happy, click Plan post.

Your post now shows on the Posts board, grouped by status, and on your calendar.

Click the post to open it. On the Edit tab you can change any of the details. You can also send it for approval, view the client preview, copy the approval template to send through your channel of choice (email, WhatsApp, DM and so on), and see any feedback on the Feedback tab. More on that in How to get your client's approval.