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How to Use Placeholders for Multi-channel Workspace

Ever find yourself knowing when & what to post, but still figuring out the details? We totally get it – sometimes the big picture is clear, but the finer points need a little time to come together. Placeholders can help you plan and prioritize!

How to Use Placeholders

Log into your Planoly account and navigate to the Multi-channel Workspace. You can create a Placeholder in 2 ways:  From the Grid and the Calendar

From the grid, click on the Placeholder button, add in the details for the placeholder, and click save
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From the calendar, hover over a date and click the + button, OR click the Placeholder icon and select Create Placeholder. After adding the details, click Save to add it to the calendar or click Convert to Draft if you want to create the draft now

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If you decide to Save the Placeholder, it will appear on your Calendar
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From here, you can click on the Placeholder to Edit and Save, Convert to Post, or Delete the Placeholder

Once you are ready to create a Draft, select the Social Channels and click Create Draft. Your Draft will open and you will see the Placeholder information has been transferred over. You can now edit the caption if needed, add your media, make any additional changes like First Comment or Location, and click Save Draft or Schedule.

Once the post has been saved as a Draft or Scheduled post, it will appear on your Calendar as well as hover over it to see expanded details
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For iOS mobile devices you can click the plus button at the bottom of the screen

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From here you have the option to create a Calendar Note, Post, or Placeholder. When creating a placeholder, you will follow the same prompts as on web

Please Note: If selecting a repeating placeholder, we suggest adding an end date