Adaptive AI Knowledge Base
Marketing, Reputation & Social
Social Planner helps you connect social accounts, create content, and schedule posts from one calendar. This guide covers the essential setup, including account connections, templates, custom posts, media, scheduling, and performance tracking.
What Is Social Planner?
Social Planner is Adaptive AI's centralized tool for drafting, scheduling, publishing, and tracking social content. You can manage Facebook, Instagram, Threads, Google Business Profile, LinkedIn, TikTok, YouTube, Pinterest, Adaptive AI Community, and Bluesky from one location. Available post types, media options, and analytics vary by platform.
Key Benefits of Social Planner
Managing social content from one calendar reduces manual work and helps maintain a consistent publishing schedule.
Before You Begin
Social platforms require the correct permissions before Adaptive AI can publish on their behalf. Preparing your access and content first helps prevent missing accounts and failed posts.
Important: You can explore Social Planner and prepare content without connecting an account, but an
active social connection is required to publish or schedule content to that channel.
Explore Social Planner
The Social Planner welcome screen provides direct access to the most common content-planning tools.
How To Set Up and Use Social Planner
A reliable Social Planner workflow follows five steps: connect an account, choose how to create the post, review the content, schedule or publish it, and monitor the connection.
- 1Connect Your First Social Account Connecting an account authorizes Adaptive AI to publish to the selected page, profile, channel, board, or location.
Facebook Pages: Sign in with a Facebook profile that has admin access to every Page you want to connect.
- 1Create Posts From Social Planner Templates
Templates provide ready-to-use content that you can customize and schedule for connected social accounts.
Final review required: Template posts are not added to the publishing calendar until you complete Review & Schedule and click Import.
- 1Create a Custom Post Custom posts give you full control over the caption, media, selected accounts, and publishing method.
- 2Add Media and Edit a Video Thumbnail Reviewing media before scheduling helps prevent cropping, format, and compatibility issues.
To edit a supported video thumbnail:
- 1Connect Additional Social Accounts Adding more accounts lets you manage multiple brands, locations, profiles, and platforms from the same Social Planner.
Account health: Adaptive AI displays in-app and email alerts when a connected account loses authorization. Reconnect it promptly because scheduled posts cannot publish while the account is disconnected.
Monitor Posts and Social Performance
Reviewing publishing status and analytics helps you catch failed posts, maintain active connections, and identify the content that performs best.
When Social Planner dashboard widgets are available in your account, you can also display aggregated metrics such as posts, likes, comments, shares, impressions, reach, and followers. These widgets support platform, social-account, and date-range filters but do not include post-level names, images, or descriptions.
Frequently Asked Questions
Q: Why can I create a draft but not publish it? At least one active social account must be selected before a post can be published or scheduled. Open Social Planner Settings and confirm that the account is connected.
Q: Why can't I find my Facebook Page during setup? Confirm that the Facebook profile used for authorization has admin access to the Page. Reconnect Facebook and approve all requested permissions if the Page still does not appear.
Q: What happens when a social account disconnects? Scheduled posts cannot publish to that account until it is reconnected. Adaptive AI displays an in-app alert and can also send an email notification.
Q: Can I use different captions or media on each social platform? Yes. Select multiple social accounts and enable Customize for Each Channel. You can then edit each platform's caption and media separately.
Q: Can I schedule posts in bulk? Yes. Social Planner supports CSV and XLSX uploads with up to 90 posts per file. Review and correct all flagged errors before importing.
Q: Why is Edit Video Thumbnail unavailable? Custom thumbnails are only available for supported platforms and post types. Review the current Social Planner media guidelines when the option does not appear.
Q: Why are some analytics missing? Available metrics and reporting delays depend on the platform, account type, permissions, and selected date range. Reconnect the account when Adaptive AI requests updated analytics permissions.