Bulk scheduling posts with SocialPilot

To boost your posting efficiency, SocialPilot provides you with bulk scheduling, an easy way to create a large number of posts, up to 500 to be exact. 

 You can do this using a CSV or text file. SocialPilot allows you to schedule both - image and text posts - in bulk. 

If you are going to use a CSV file, you need to create one in a proper format. If you are unsure about making one, you can download the CSV template available in SocialPilot. Just go to the Post section and open the Bulk Schedule menu. From there, you can find the link to “ Download a sample CSV.” 

Create a CSV file

Follow these steps to create a CSV file:

For a Link Post:

  • 1st Column:  Type your post content/description with the post URL.Example: 8 Awesome Ways to Create Engaging Tweets in 280 Characters http://bitly.com/2pztHvy.
  • 2nd Column: It must be empty.
  • 3rd Column: Enter a date and time you want to schedule the post for. If you're scheduling on pre-set time slots, leave it blank.

Note: You can choose any date and time format as mentioned in Your Profile > Date and Time

  • 4th Column: Enter the unique Account ID of the social media account you want the content to be published from. To get this ID, got to Accounts >> Manage Account page.

If you want to share the post as an Image Post, the rest of the columns will have the same content as a Link post does, except for the 2nd column.

2nd Column for Image Post: Add the URL of the image. Ensure you add a public image URL, i.e., when you open it in a browser, it should open only an image and not the website.More Information: How to create a public URL of your images while creating a CSV?

How to save a CSV file?

Excel to CSV

If the file is created in excel, go to “Save as,” click on the “Save as type” dropdown box and choose “CSV ( comma delimited)”.

Text file to CSV

If you are creating a CSV on your text editor or Notepad, use a comma (,) to separate the fields and also ensure that your post description is written in double inverted commas (“ ”), and save it in UTF8 format.

Note:

There can be instances when you see a replacement character or a set of replacement characters while uploading your CSV. The � character is a replacement character and the reason of this can be:

  1. The MS office/Excel used may be an outdated one or
  2. The CSV may not be in the UTF-8 format

You need to do these steps to ensure that the uploading happens correctly:

  1. Right-click on the Excel/CSV file, go to ‘Open with’, and select ‘Notepad.
  2. Once the file opens as notepad, please rename the file name and add .csv as an extension. Here also ensure that you are selecting UTF-8 as the encoding:

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Once this is done, you can upload this file in Bulk Scheduling, and the issue of the replacement character will be resolved.

Export as CSV

There is another way to line up a large number of posts to schedule in bulk. The 'Export as CSV' feature lets you download all the posts - ones in the queue, ones that have been published, ones with errors, and ones in the 'unscheduled posts' tab.

See how:

1
Filter the post by selecting any account or group.
2
Select the post you want to export, and click on the CSV button.
3

And your CSV will be downloaded.

Now that you have your content formatted and ready, you can move to scheduling it all in one go. 

How to bulk schedule posts?

Follow these steps to schedule posts in bulk:

1
Log into the SocialPilot panel.
2
Click on 'Posts' ->  Bulk Schedule from the left sidebar menu.
3
You'll see the bulk schedule page and an option to upload a CSV file.
4
Here, you can Drag and Drop your CSV file or select a CSV file from your computer.
5

You will be directed to the preview window. Here you can review the following:

  • Type of post - You will see a preview of each image alongside the text content for all the image posts. You can edit or delete images and text from here too.
  • Post with Accounts - All the posts for which you have already given account ID in CSV files.
  • Post without accounts - All the posts for which you have not chosen the account ID in the CSV file yet.

In this section, you can individually select the account for each post by clicking on the dropdown box on the right side of each post.

6
Now click on the ‘Select account” tab and select accounts for the posts which have no accounts yet.
7

Here you can also choose any group or client to schedule the bulk posts for except for multiple Twitter accounts. (You can Bulk Schedule for only one Twitter account at a time.)

8
Click on the Schedule all Post button. Your posts are now scheduled for future use. To check your scheduled posts, click on Posts -> Manage Posts.
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