Bulk scheduling with Planly allows you to save time by uploading multiple posts at once using a CSV file. Here's how you can do it:
Steps to Bulk Schedule Using a CSV File:
Access the Bulk Scheduling Tool:
Click the New button on the dashboard and select Upload CSV from the dropdown menu.
Download the CSV Template:
Before proceeding, download the example CSV template. This template will help you structure your data correctly for import.
Update the Template:
Open the downloaded CSV file and fill in the required fields, such as post content, scheduling time, and any specific details for each post.
Select Channels:
Choose the social media channels you want to schedule posts for from the provided list.
Set Post Status:
Select the post status during import:
Scheduled: To publish posts automatically at the specified times.
Draft: To review and finalize posts later.
Upload the CSV File:
Once your CSV is updated, click Import and upload the file.
Verify and Confirm:
Review the uploaded data for accuracy and confirm the import.
Tips for Using the CSV Template:
Match the Format: Ensure all fields in the CSV match the required format (e.g., date, time, captions, and media links).
Time Zone Check: Double-check your time zone settings in the Planly account to ensure posts are scheduled for the correct times.
Avoid Errors: Do not leave blank rows or fields in the CSV file, as this may cause errors during the upload process.
Check Media URLs: Make sure your media URLs are valid and accessible. If using Google Drive or Dropbox, ensure the links have proper sharing permissions.