How to use filters in the planner

The Planner in ContentStudio 📅 is a centralized hub for managing your scheduled, planned, and published content 📍. To streamline content management, you can apply various filters 🔍 to locate and analyze your posts quickly .

This guide explains how to use each filter effectively, helping you stay organized 📝 and focused on the content that matters most 🎯.

In this article:

• Accessing the planner
• Filtering options
• FAQs

Accessing the planner

Sign in to ContentStudio and go to Planner.

Filtering options

The Planner module offers multiple filtering options to help you refine your content view:

Posts can be filtered based on their publishing status. A color for easy identification represents each status.

If you manage multiple social media accounts, this filter allows you to view posts for specific accounts only.

• Navigate to the side filters of the Planner module. Select the social accounts you want to filter.
• The Planner will now display only the posts associated with the selected accounts.

This helps you focus on posts for individual social channels without distractions.

If multiple team members manage your brand, this filter helps you monitor their activities.

• Choose a team member to see only the posts they have created or managed.
• This is useful for tracking performance and ensuring accountability.

If multiple team members are involved in creating content for your brand, this filter helps you track who created each post. By selecting a specific team member, you can view only their created posts.

This filter is helpful for:

• Monitoring team members' performance.
• Identifying who is responsible for each post.
• Ensuring accountability within your team.

This filter helps you view specific content types if you're managing different posts.

By selecting a particular content type, you can easily track the performance of automation posts, queued posts, or evergreen content.

This filter is helpful for:

• Monitoring the success of automated posts.
• Tracking repeated and queued posts.
• Analyzing the performance of different content strategies.

For users managing multiple brands or campaigns, labels help organize posts efficiently.

• Labels can be assigned while creating posts in the Discovery or Composer module.
• Using this filter, you can view all posts under a specific label, making campaign management more structured.

If you're running multiple campaigns, this filter allows you to track posts associated with specific campaigns. By selecting a campaign, you can view only the posts that belong to that campaign, helping you analyze performance and manage content effectively.

This filter is useful for:

• Tracking campaign-specific posts.
• Measuring the success of each campaign.
• Keep your content organized using different marketing strategies.

This filter helps you organize your content based on specific content categories.

By selecting a category, you can easily view posts that belong to that category, making it easier to manage your content strategy.

FAQs

Q1: Why are my posts not appearing in the Planner module?

A: Ensure that you have selected the correct filters. If filters are applied, they may restrict your view. Try clearing all filters to see all posts.

Q2: Can I apply multiple filters at once?

A: Yes! You can combine different filters to refine your search. For example, you can simultaneously filter by account and status to see only scheduled posts for a particular account.

Q3: How do I reset the filters?

A: To reset all applied filters, click the Clear Filters option in the Planner module. This will restore the default view.

Q4: What should I do if a post is marked as ‘Failed’?

A: A failed post indicates that an error prevented it from being published. Click on the post to view the error details and reschedule it if necessary.

Q5: Can I create custom labels for my posts?

A: Yes! You can create and assign custom post labels while composing them in the Composer or Discovery module.