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      3. Planning

      How to Utilize User Tag Manager and Add User Tag Groups

      User Tag Manager makes it easy to quickly create groups of user tags that you can add to your grid posts when scheduling. It is available for all users and can be accessed from the Web Dashboard or Mobile App.

       Row 31 - How to Link and Auto-Post to Instagram-jpg

      How to Tag a Single User 

      Multi-Channel Workspace

      1. Log into your account and switch into the Multi-Channel workspace 
      2. Click on New Post or choose an existing unscheduled post 
      3. Enable Instagram as a Social Channel and set the post type to Grid Post or Reels (user tags are not supported in Instagram Stories) 
      4. Once you have your content uploaded, click on one of the images or videos you want to tag and choose the User tag icon  
      5.  Once the image is enlarged, click anywhere on the image to tag the public IG user
      6. When you click on the image, you should see a box pop up (as shown below) where you can type in the exact public username. Once you have added a username you can check to see if it is correct by clicking the arrow icon to open their Instagram profile in a new tab
      7. After you select the correct username, you will see the tag show up on the image. Click on Save Tags when you have added all user tags. 
      8. Once you are finished, you will see the user tags show up on the image

      Please Note: You can only add public Instagram usernames as tags. Due to Instagram limitations, they do not allow you to tag private users on Planoly. 

      Additionally, you can add up to 20 tags per post, no matter if this is a single media post or carousel. You can also click on the user tag and it will hyperlink to their profile. A username can only be tagged once per piece of media.

      Instagram Planner

      1. To tag a user on a post, click or tap anywhere on the image to start tagging Instagram Profiles.
      2. Click Done to add tagged users to the post. You are all set! 

      How to Create a User Tag Group 

      Multi-Channel Workspace 

      1. Log into your account and switch into the Multi-Channel workspace 
      2. Click on New Post or choose an existing unscheduled post 
      3. Once you have your content uploaded, click on one of the images or videos you want to tag and choose the Instagram tag icon  
      4.  Once the image is enlarged, click anywhere on the image to tag the public IG user
      5. To create the group, click on Add User Group at the bottom and add all of your public user tags in the group 
      6. From there, go ahead and hover over the user tag group you want to add to your image or video and click on Insert User Tags
      7. You will then see the new user tag group show up on your image or video
      8. Click on Save Tags when you have added the user tag group. 
      9. Once you are finished, you will see the user tag groups show up on the image or video! 

        Instagram Planner

        1. Go to your grid and select the image you want to schedule.
        2. You must have ‘Auto-Post’ enabled on your Planoly account in order to use this feature. Learn how to use ‘Auto-Post’ here. 
        3. Click or tap on the tag icon. It looks like an outline of a person with a plus sign over top. 
        4. Select '+ Create a Group' 
        5.  Enter a name and then add the users you'd like included in this group. Then click Save.
        6. Now your tagged users appear on your image. Select Done.
        7.  To finish scheduling, select a date and time and then choose Save. 
        8. You have now tagged your users! 

        What are the Feature Limitations of User Tagging?

        Included Features 

        • Instagram Reels (videos), Carousels ( images only ) and Static Posts on Multi-channel Workspace

          • Create, update, and delete public user tags on an image or video when auto-posting to Instragam

          • Choose where to put the tag on the piece of media

          • Allow for up to 20 users to be tagged on a post

        • User tag groups

          • Create, read, update, and delete user tag groups

            • Groups contain:

              • Name

              • User tags

              • Count of user tags

              • Max of 20 per user tag group

          • Insert / Add user tag groups to Reels (videos), Carousels and Static Posts

        • Only public usernames can be tagged. If you add a private username to a user group, the group will save but the username will not be added to your post.
        • Instagram limits you to tag up to 20 users in a single post. Any more than 20 will result in your user group not saving. 
        • Profile tagging only works for auto-posted content. It will not work for content that is manually posted.
        • User tagging is only available for grid images in the Instagram planning workspace. It will not work for videos, multi-image posts, carousels, or Instagram Stories.
        • You cannot search for social profiles when creating a group. Make sure you type in the account exactly as it appears on Instagram - there are no ways to check misspellings or private accounts.
        • Tagged Instagram accounts will not transfer to a scheduled Facebook post.

        Features Not Included 

        • Searching actual usernames from Instagram (Multi-Channel Workspace only)

        • No validation that a real user was tagged (Multi-Channel Workspace only)

        • No tagging on videos, multi-image posts, carousels, or Instagram Stories on the Instagram Planner


        Please Note: This feature is available on both the Instagram planner and Multi-Channel Workspace on our web dashboard and mobile app.