A Quick-Start Guide to Planoly

As a social media strategist and manager, I am a huge advocate of strategically planning your social media content ahead of time. The tool I use to do this is Planoly.

If you don’t already have a Planoly account this post is for you! You can sign up for your account here and then follow the instructions below to get started.

I’ve created this quick-start guide with screenshots for you to help you get started using Planoly! This is just the basics, but if you’d like to learn more let me know in the comments section. I am happy to answer any questions or create further guides for using Planoly in the future if you are interested.

When you make your account, this is the first page you’ll see. You want to link your account to your Instagram page for it to sync properly and to be able to post your images to your feed. Click “Link Account.”

When you make your account, this is the first page you’ll see. You want to link your account to your Instagram page for it to sync properly and to be able to post your images to your feed. Click “Link Account.”

Pick the option that is right for you. My page is currently a business one so I clicked “Instagram Business.”

Pick the option that is right for you. My page is currently a business one so I clicked “Instagram Business.”

As explained, if you have a business account it actually links through Facebook. Click “Authenticate with Facebook.”

As explained, if you have a business account it actually links through Facebook. Click “Authenticate with Facebook.”

Click “OK."

Click “OK."

Select the + next to the account you are linking to.

Select the + next to the account you are linking to.

Then select the appropriate category and click “done.”

Then select the appropriate category and click “done.”

After you complete this setup it will take you to your dashboard. This is the screen you will see when you open your account from now on. You can see on the left, that it has populated my posts that I have previously posted to Instagram. In the calendar view you can see when I’ve posted and a quick look at my engagement is overlaid on both sides. From here you can click the + “add to grid” button above the grid on the top lefthand side of the page.

After you complete this setup it will take you to your dashboard. This is the screen you will see when you open your account from now on. You can see on the left, that it has populated my posts that I have previously posted to Instagram. In the calendar view you can see when I’ve posted and a quick look at my engagement is overlaid on both sides. From here you can click the + “add to grid” button above the grid on the top lefthand side of the page.

Now select the place you’d like to grab your photo from in the pop up.

Now select the place you’d like to grab your photo from in the pop up.

Find your photo and select “open.”

Find your photo and select “open.”

Here you can see that the photo I’ve selected shows up in my grid with a “u” for unscheduled. If you select multiple photos you can drag them into the order you’d to post them into. This easy dragging to rearrange is a handy feature for planning your grid to flow nicely.

Here you can see that the photo I’ve selected shows up in my grid with a “u” for unscheduled. If you select multiple photos you can drag them into the order you’d to post them into. This easy dragging to rearrange is a handy feature for planning your grid to flow nicely.

To plan your caption and schedule your post, just click on the photo in the grid. Write your post (where it says “sent via @planoly #planoly”).

To plan your caption and schedule your post, just click on the photo in the grid. Write your post (where it says “sent via @planoly #planoly”).

To schedule and save your post you can click the calendar icon “schedule date.” You also have the option here to automatically post to Instagram and automatically toggle to Facebook (if you are on a business account only). Then click “save.”

To schedule and save your post you can click the calendar icon “schedule date.” You also have the option here to automatically post to Instagram and automatically toggle to Facebook (if you are on a business account only). Then click “save.”

Now you can see an “s” on your photo because it is scheduled. On the calendar view you can also see the time it is scheduled in bold. If you’ve selected for it to post automatically it will, however, if you’d like to be in control of it and haven’t selected this, you will want to download the Planoly app on your phone. If you have a scheduled post it will then notify you on your phone to post it at the time you’ve schedule it.

Now you can see an “s” on your photo because it is scheduled. On the calendar view you can also see the time it is scheduled in bold. If you’ve selected for it to post automatically it will, however, if you’d like to be in control of it and haven’t selected this, you will want to download the Planoly app on your phone. If you have a scheduled post it will then notify you on your phone to post it at the time you’ve schedule it.