Skip to main content

Sharing Social Planner Content Across Sub-Accounts with Snapshots

Reusing your Social Planner content across multiple sub-accounts is now a breeze with Snapshots in Stack. This feature allows you to easily share social calendars, enhancing your workflow and saving you time.

If you have any ideas or suggestions, feel free to provide feedback directly within the Social Planner!

How It Works​

In the Parent Sub-Account​

The parent sub-account is where the snapshot originates. To begin sharing your content:

  1. Navigate to the Marketing tab and select Social Planner.
  2. Click on Create Post and choose Upload from CSV.
  3. Select the social platform you wish to use (this is necessary for the CSV import process).
  4. In the CSV list, you'll encounter different statuses:
    • In Progress: The system is currently processing the CSV data.
    • Review and Schedule: The CSV data has been processed and is ready for scheduling.

In the Child Sub-Account​

The child sub-account is where you want to upload and use the snapshot:

  1. Go to Marketing > Social Planner > CSV (list view).
  2. In the list view, you'll see the Social Planner CSV from the parent location.
  3. Click on Select Social for scheduling the posts.
  4. The CSV will process for all selected social platforms.
  5. Once processed, the CSV will have a Review and Schedule option. Here, you can review the posts and import them into your Social Calendar.

By following these steps, you can efficiently manage and share your social content across different sub-accounts, making your social media management streamlined and effective. Enjoy the ease of using Snapshots with Stack!