Getting Started with Planly – Planly

Welcome to Planly! This is a quick guide on how to start and use Planly.

What is Planly?

Planly is a social media scheduler for personal, business, and creator accounts. With Planly, you can:

Upload and store media files
Auto publish your social media posts to Instagram, TikTok, Twitter, Pinterest, Facebook, LinkedIn, and Masoton and first comments
Analyze your social media account and post performances
Turn followers into customers with Addto.bio feature
And more

What are the technical requirements for using Planly?

You might be wondering what type of device and browser capabilities are required to use Planly. Here is them:

Browser requirements

To properly and securely use Planly, we set minimum browser requirements.

Chrome 70 Edge 80 Safari 12 Firefox 62 Opera 60

How to sign up for Planly?

To create an account on Planly you have two options:

Use email and password
Use Continue with Google

After signing up, you will be asked to confirm your account via email confirmation. Once you confirm your account, you will be asked to choose your pricing plan. You can either start by registering to the premium plans immediately or start a 7-day trial of the Pro Plan for $1.

Oonce you choose your plan, you will be directed to the checkout page.

Once you finish creating an account, you are landed on the Calendar tab.

How to add social channels to Planly?

To get more familiar with Planly and schedule your posts, you need to connect your social channels.

You can add or remove social channels to Planly based on your Planly subscription account.

Social channels are grouped and organized in Teams. Teams help you easily manage social channels by adding your team members.

There are 2 ways to connect social channels to your Planly account.

Click + icon at the top of the Calendar tab. This is the easiest way to connect social channels with Planly. There will see the list of social platforms that you can connect your account to Planly. Once you choose the platform you will be asked to log in to the channel (profile) in your browser that you want to connect. This will grant permission to Planly to publish your posts and gather thier performance. For information on how to connect each network, browse our Help Center guides.

When you first create a Planly account, you will automatically add social channels to the default My Team (MT) team.

2. Add a social channel from the Settings menu

In order to add a social channel you need to:

Go to Settings at the top-right side of your calendar (right next to your Profile section) and click the Team tab
Click on the edit icon on the right side of the screen
Click on the Social Channels tab on the Teams section
Click the Add Social Channel button and repeat the steps above

Again, social channels here will be automatically added to the My Team team. You can change the team name and members by editing.

How to upload media files?

You can add unlimited photos and videos to Planly before scheduling your posts. Your media files are stored in Media Library. You can either drag and drop media to your Planly Media Library or uploade media from your computer, Google Drive, Dropbox, or Unsplash. After uploading, you can add tags, stars, and notes to easily access them once searching.

There are two options two add media files to Planly:

Click on the Upload button on the left side of the screen. This section is available by default on the Calendar tab.

2. Click the Upload button on the Media Library tab.

How to auto publish your posts?

Once you settled up with the initial requirements, it is time to schedule your posts. With Planly, you can auto publish your photos and videos weeks and days ahead of time without push notifications.

To schedule your posts:

Select the media files and drag & drop them from the side Media Library.

2. Select the social media channels you want to schedule your posts to. Write caption, enable Share to the story, pin posting, and set the time to be auto published.

Check out this on how to schedule your posts with Planly.

How to use Planly's Analytics?

You can use Planly to measure the performance of your social media including your page performance, audience, and post results. We provide full analytics for:

Instagram (Business page posts, stories, reels)
Facebook Business page
TikTok Business page
LinkedIn Business page
Pinterest Business page
Twitter account
And, Hashtag analytics

To access analytcs, select Analytics from the side menu and then choose the social network. After that, pick the socil channel that belongs to the social network.

Switch through horizontal tabs to see Overview, Audiene, and Posts data in detail.

How to use Planly's Addto.bio?

Addto.bio is a mini website or landing page that you build into your social media bio sections. It allows you to create codeless mini websites and drvie traffic easily.

Click Addto.bio in the side menu and clich the Cretae page button

Choose from the ready templates or start with a blank page

Add your page domain (you can change it anytime)

Customize the look of your Addto.bio page with content blocks and colors

Add custom domain and Google Analytics Measurement ID if you want

And click the Publish button and share the link in your social media bios.