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What is Planable?
Getting started with Planable
Getting started with Planable

Learn how to set up a Planable account and how to create an account, add a company, a workspace and how to create your first post.

Liviu Aur avatar
Written by Liviu Aur
Updated over a week ago

What is Planable? What do we do?

Planable is the command center of your content marketing campaigns, bringing all your people and content together. It's a platform that allows agencies, social media managers, freelancers, marketing and communication teams worldwide to create campaigns and exchange feedback in the most visual way.

We built Planable to bring team members, clients, and content on the same page for better, faster brand storytelling.

Step 1: Creating an Account

The first step in using Planable is to create an account.

We strongly recommend creating a free account so you can experience the entire Planable experience for free having the only limitation that you can not schedule more than 50 posts. After you reach the 50 posts limit you should upgrade to one of our paid plans, you can see all about our plans and pricing here.

To create your account, click here to access our website, or click on Go to Planable, on the top of this page.

Click on Try for free and let's go through the account creation process together:

You will have to enter your Full name, and email address and select a strong password:

Congratulations! You now have a Planable account. Let's go ahead and move on to setting up your company.

Step 2: Creating a Company

What is a Company account in Planable?

Company accounts are a new way to organize your resources (such as workspaces, pages, collaborators, and subscriptions) in your Planable dashboard. Workspaces are part of companies and a company can have one or more workspaces.

You can create as many company accounts as youโ€™d need, each with its dedicated billing plan and collaborators.

Company accounts are designed to save you time by sharing access to all workspaces with your collaborators. And give them the ability to create additional workspaces under a single account & unified billing.

Great stuff so far, you've successfully created a company on Planable. Now, let's proceed to adding a Workspace.

Step 3: Creating a Workspace

Forget folders, drives, messy files, and endless email threads. Group people, social media accounts, and content calendars into separate workspaces and see how managing multiple brands becomes simpler.

A workspace is a collaborative place for your brand's content. Where you can create, review, collaborate, publish posts, and keep everyone in the flow.

One workspace may be used for one brand, company, or client. If you have 3 clients, it means that you need 3 workspaces.

When setting up a new Workspace, you will be asked to :

  1. Assign it a name

  2. Invite your collaborators by email.

    You can find more information about permissions and user management here.

  3. Now it's time to add your first page to your workspace.

  4. Almost done, now you can select the Approval Workflow that you want to use.

    You have 4 types of approvals that you can select:

    1. None - the way to go if you are a one-man team. If you are your own boss. Simple, efficient, and straight to the point!

    2. Optional - Best fit for flexible teams who want to up their collaboration but don't shy away from having to roll up their sleeves and do things by themselves once in a while.

      Posts can be scheduled and published with or without approval - it's a free for all. Do whatever is most convenient at the moment and don't sweat the deets.

    3. Required - This workflow is tailored towards teams who have a strong sense of responsibility and who demand their posts be granted the sign of approval.

      If your workspace is using this workflow, then no post can be scheduled or published without the green light from at least one approver.

      This feature is not available on the Basic Plan

    4. Multi-Level - If you need a more complex approval for your content before publishing, which involves multiple parties (team, clients, internal, stakeholders, legal) you can choose the multi-level set up in your workspace settings.

      This feature is available only on Enterprise plans. Please contact us for more details.

      Other useful approval settings

      If you've selected an Approval Workflow other than None you will find that in the same Approval Settings there are a couple of tweaks that you can do to further customize the way you collaborate with your team.

      1. Schedule posts automatically after approval

        Two birds with one stone. After clicking on the approve button, if the post has a date&time set, it will be scheduled automatically.

      2. Lock Content after Approval

        Make it so the approver's word is final. Limit everyone's ability to change anything about the post (text, media, date & time, order of images, URL of links, etc.) after it has been approved.

        If you do find you want to make some changes after a post has been approved you can either unapprove it or turn this setting off.

Step 4: Create your first post

To create a post, click on the "Compose" button in the top right corner

You can also create a post from the Calendar view:

When creating a post you'll have the option to choose

  • Select pages to create, schedule, or publish the post

  • Write your content using our A.I tool

  • Add and edit an image (drag & drop or upload)

  • Add a GIF

  • Add and edit a video

  • Add a URL link

  • Add a label

  • Add a time/date

    * And many more features for you to explore while creating your first post.

A more extensive guide on creating a post can be found here.

Step 5: Viewing your content:

In Planable, you have multiple ways to view and manage your content and we will go over them briefly:

Feed View - The feed view helps you see the content exactly as it would look like before publishing any post on Facebook, Twitter, Instagram, LinkedIn, Google My Business, Youtube, Pinterest and TikTok.

You'll see the same cover & profile picture as you have on the social media accounts and can scroll through the "newsfeed".

Calendar View - The perfect calendar to plan your content.

Visualize content by week or month and see everything at a glance across all your pages. One calendar, one integrated content strategy across multiple channels.

You can view content for multiple pages at the same point and you can create posts directly from your calendar at any specific time that you would want and if you need to change the date and time all you need to do is to drag and drop the post to another time slot.

Grid view - The Grid view is the place to plan and preview your Instagram posts.

Strategically plan and schedule your content by drag and dropping posts in your grid view, visualize it for all the content you have in advance, and see everything at a glance to perfectly organize your Instagram account.

In the Grid view you can also create and schedule Instagram stories with one click, bypassing the Composer button

*The Grid view is available for you on the Pro and Enterprise plan.

List view - The list view is a place to help you manage your content easier & faster. It's where you get a quick preview of posts across all your pages and can do bulk actions for multiple posts at a time.

In this view, you'll see a snippet of the caption, the file type, status of the posts, author, labels, page, and date & time selected.

*The list view is available for you on the Free and Enterprise plan.

If you have any other questions or curiosity we invite you to take a look through our Help Center.

If you're at least half as excited as we are about all these features, book a demo with our Customer Support Team to find out more.

Start testing Planable ๐Ÿ‘‡


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