Using the Social Planner Social Media Tool: A 101 Guide

Overview

The PXME Social Planner helps you manage and streamline your social media in one place. You can connect accounts, create and schedule posts, track performance, and even automate bulk uploads through CSV management. This tool ensures consistency in your online presence and saves time while giving you insights into what content resonates with your audience.

Step 1: Connect Your Social Media Accounts

1. Go to Marketing > Social Planner.

2. Integrate your accounts (Facebook and Google My Business).

   • On first access, a pop-up will guide you through connection.

   • Later, you can add or change accounts from Settings (gear icon).

3. Approve the permission window to allow PXME to connect.

4. Select one or multiple pages (e.g., multiple Facebook pages or GMB locations).

5. Click Next > OK and your accounts will be integrated.

Step 2: Navigate the Social Planner Dashboard

• Search Bar (top left): Switch between accounts or add new ones.

• Notification Banner (top): Alerts you when accounts disconnect or need refreshing.

• Calendar View (top right): Shows scheduled posts, dates, times, and engagement.

• Filters: Narrow by date, status, or keyword.

• Settings (gear icon): Add/remove accounts. Use the trashcan icon to disconnect.

• Statistics Tab: Displays top-performing posts (likes, comments, shares) with detailed insights.

Step 3: Compose a Post

1. Click New Post > Create New Post.

2. Choose which accounts (Facebook/GMB) to publish to.

3. Write and customize content in the composer.

4. Preview your post on the right side.

5. Choose Post Now or Schedule for Later.

Helpful Features

• Enhanced Preview & Slider – High-resolution previews of posts.

• Error & Warning Management – Color-coded alerts before publishing.

• Custom Values – Insert dynamic details (names, dates, etc.).

• Hover-to-Enlarge – Zoom in on images.

• Watermark & Certification Messages – Maintain branding and confirm scheduling.

Step 4: Location Tagging

Boost local visibility by adding location tags:

1. Go to Marketing > Social Planner.

2. Click New Post, select accounts, and draft your content.

3. Upload images.

4. Use the location dropdown to tag your business.

5. Preview and either publish now or schedule.

Step 5: Review Social Planner Settings

• Connecting Accounts: Add/manage via the updated connect screen.

• Categorizing & Tagging: Organize accounts for easier management.

• Watermark Management: Apply custom watermarks for brand consistency.

• Media Optimization: Images auto-resize for Facebook/GMB (can be turned off).

• Navigation Sidebar: Manage active or expired accounts.

CSV Management with Public API

For bulk uploading and automation, use CSV with the Social Planner API.

API Scopes:

• socialplanner/csv.readonly

• socialplanner/csv.write

Key Endpoints:

• Fetch CSV list: GET /social-media-posting/:locationId/CSV

• Retrieve CSV: GET /social-media-posting/:locationId/csv/:id

• Upload CSV: POST /social-media-posting/:locationId/CSV

• Assign accounts: POST /social-media-posting/:locationId/set-accounts

• Delete CSV: DELETE /social-media-posting/:locationId/csv/:id

• Publish CSV posts: PATCH /social-media-posting/:locationId/csv/:id

• Delete CSV post: DELETE /social-media-posting/:locationId/csv/:csvId/post/:postId

Benefits

• Manage Facebook & GMB in one dashboard.

• Save time with scheduled posting.

• Increase reach using location tagging.

• Track success via analytics & statistics.

• Automate workflows with CSV API bulk uploads.

FAQs

Q1: How do I connect accounts?
Go to Social Planner, choose Facebook or GMB, and follow the prompts.

Q2: Can I connect multiple accounts from the same platform?
Yes, multiple Facebook pages or GMB locations can be connected.

Q3: Can I schedule posts for later?
Yes, you can publish immediately or schedule.

Q4: Can I tag locations in posts?
Yes, both Facebook and GMB posts support location tagging.

Q5: How do I manage watermarks?
Add/customize watermarks directly in the Social Planner settings.

Q6: What is CSV management for?
It allows bulk upload, editing, and publishing of posts through API.

Q7: How do I see my top-performing posts?
Use the Statistics Tab to track likes, shares, and comments.