Social Media Planner Overview

Sales Jumpstart Social Media Planner: Your Complete Guide to Smarter Posting

Managing social media consistently can feel overwhelming, but with Sales Jumpstart’s Social Media Planner, you get a simple, all-in-one tool to create, schedule, and manage posts across Facebook and Instagram—without jumping between apps.

This guide walks you through everything you need to know to confidently use the Social Media Planner and make social media marketing work for your business.

1. What Is the Social Media Planner?

The Social Media Planner is your centralized dashboard to:

Create posts with text, images, videos, or links
Schedule posts ahead of time for Facebook Pages and Instagram Business accounts
Review and manage all upcoming and published posts in a calendar view
Connect and manage multiple social profiles in one place

It’s built to save you time and help you maintain a consistent, professional online presence that attracts leads.

2. Connecting Your Social Accounts

Before posting, you need to link your social media profiles to Sales Jumpstart.

Connect Your Facebook Page

Go to Settings > Social Accounts in the platform.
Click Connect Facebook and log in to your Facebook account.
Grant permissions for Sales Jumpstart to manage your Facebook Pages.
Select the Facebook Page(s) you want to connect for posting.

🔔 Only Facebook Business Pages can connect here (not personal profiles).

Connect Your Instagram Business Account

Your Instagram account must be a Business Account linked to your Facebook Page.
Follow the same connection process via Settings > Social Accounts.
Ensure your Instagram Business Account is linked to the Facebook Page you have connected.
Grant permissions as requested.

Once connected, you can schedule posts to Instagram directly from the planner.

3. Creating a Social Media Post

Step 1: Access the Social Media Planner

Navigate to the Marketing > Social Planner menu in Sales Jumpstart.

Step 2: Start a New Post

Click Create Post or the plus (+) button.

Step 3: Compose Your Post

Add your post text (keep it engaging and relevant to your audience).
Upload images or videos — the tool supports multiple media types.
Add links or hashtags if desired.
Select the social profile(s) you want to publish to (Facebook, Instagram, or both).

Step 4: Schedule Your Post

Choose to Publish Now or Schedule for Later.
Pick the date and time that works best for your audience engagement.
Confirm and save your post.

4. Managing Your Scheduled and Published Posts

The Social Planner includes a Calendar View showing all your scheduled posts:

Easily spot gaps in your posting schedule and plan accordingly.
Click on any post to edit, reschedule, or delete it.
View post details like status (Scheduled, Posted, Failed).
Filter by social profile or date range to focus your workflow.

5. Troubleshooting and Tips

If posts fail to publish, double-check your social account connections and permissions.
Instagram Business accounts must stay connected via Facebook; if you lose connection, re-authenticate both.
Videos should meet platform specs for size and format (usually MP4, under certain MB limits).
Use the Preview function to see how posts will look before scheduling.

📌 Why It Matters

With everything in one place—from content creation to scheduling— the Social Media Planner in Sales Jumpstart helps you save time and keep your marketing consistent.