How to Bulk Schedule Posts Through SocialPilot?

SocialPilot allows you to create and bulk import up to 500 posts to schedule at once, making it easy to manage large volumes of content efficiently. Whether you are scheduling images, links, or text posts, you can do so using a CSV or text file. This guide will walk you through the process of creating and uploading a CSV file for bulk scheduling and how to manage your posts.

In this article:

1. How to Create a CSV File for Bulk Scheduling?
2. How to Save a CSV File Correctly?
3. How to Export Posts as a CSV?
4. How to Import Posts in Bulk to the Library?

How to Create a CSV File for Bulk Scheduling?

To schedule your posts in bulk, you need to create a CSV file in the proper format. So open an Excel sheet and add your post data according to the given format.

Here is an example of how your sheet should look:

How to Save a CSV File Correctly?

Here is how you can save a CSV file correctly

Excel to CSV:

1. Go to the top left corner and click on “Save as.”
2. Now press on the “Save as type” dropdown box and choose “ CSV ( comma delimited)”
3. Beside the Save button, click on Tools dropdown >>  Web Options. 
4. Go to the Encoding tab and select Unicode (UTF-8) from the dropdown beside "Save this document as".

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.

How to Export Posts as a CSV?

Another way to manage your posts is by using the Export as CSV feature. This allows you to download posts from the queue, published posts, posts with errors, or unscheduled posts.

Here’s how:

1. Select the account or group you want to filter by.

2. Click on the CSV button to download the posts as a CSV file.

   

Bulk Schedule Posts in SocialPilot

Once your CSV file is ready, follow these steps to schedule your posts in bulk:

1. Log into SocialPilot and click on Posts > Bulk Import from the left sidebar.

2. Drag and drop your CSV file or select it from your computer.

   

3. In the preview window, you can review and edit your posts:

   
   
• Edit Text Content: Click on the text box of any post to make changes.
• Add or Change Accounts: Select or change accounts for each post by clicking the dropdown menu.
• Add or Change Publishing Date and Time: Add a new publishing schedule or change one that has been assigned to it.
• Manage Images: Upload, change, edit, or delete images as needed.
• Add First Comment: Add a first comment with the post to be scheduled for Facebook, Instagram, or LinkedIn if you want.

• Add Tags: Add a tag to any post for better categorization.

  Choose the accounts or groups you want to schedule the posts for.

  Note that:

• The accounts you select in this step will be assigned to all the posts that did not have accounts assigned to them.
• If you have already assigned accounts to all of the posts, this step will be skipped. You will be taken directly from Review Content >> Schedule Posts.
• Note that you can only bulk schedule for one Twitter account at a time.
• If you don't assign time to any of the post, they will take the next available schedule slot on the same day you are scheduling them.
4. Click on the Schedule All Posts button to finalize your schedule.
5. To view your scheduled posts, go to Posts > Manage Posts.

You can also import posts in bulk and save them in the SocialPilot content library to be used or scheduled later.

How to Import Posts in Bulk to the Library?

SocialPilot allows users to import posts in bulk and save them to the content library for later use, as well as schedule them in one go immediately. 

The process of saving bulk posts to the library is very similar to that of scheduling them, involving the use of a CSV file. 

Now, a CSV file for saving posts in a Library is structured differently than the one for scheduling posts in bulk. 

In the CSV file for importing content in bulk to the library, the columns in the file are as follows:

1. 1st Column: Any text-based content, including captions/descriptions, hashtags, and links. 
2. 2nd Column: URLs to images, or a single video if any, separated by semi-colons(;). 
3. 3rd Column: First comments for posts meant for Facebook, Instagram or Linkedin. 
4. 4th Column: This space is for any tags you want to assign to the content. 
5. 5th Column: Label the content type between Post or Hahstag. 
6. 6th Column: Give a title to your content to make it discoverable in the library.

Once you have your content in the above format, save the file as a CSV, as described in the above sections.

Now, follow these steps to save up to 500 posts to your SocialPilot library at once. 

1. Log into SocialPilot and click on Posts >> Bulk Import from the left sidebar. 

2. Now go to the top of the page and switch the radio button from Schedule in Bulk to Import to Library. 

   

3. Now drag and drop or Browse and select the CSV file with all your content details.
4. Once you select and upload your CSV, the preview of your content will appear from where you can edit and add details like the first comment, title, tags, images, etc.
5. Select the specific library you want to place each post into from the dropdown list in the preview window.
6. Once you’re done perfecting your content, click on Import to complete the process.

Once the CSV is imported into the library, each post or piece of content will be saved separately, which you can use as needed.