# How to publish a social post from Futuria CRM > A practical guide to the social planner — from writing the copy to publishing (or scheduling) on Facebook and Instagram. Author: Futuria Support Team · Published: May 14, 2026 · Reading time: 4 min read Source: https://futuriamarketing.com/en/supporto/come-pubblicare-post-social-futuria-crm/ --- This is the step-by-step guide to using the **[social planner](/en/supporto/social-planner-code-per-categoria/)** built into Futuria CRM — the **Social Planner** section inside the Marketing module. From here you can create posts, upload images or videos, prepare carousels, add a follow-up comment and decide whether to publish straight away, schedule for a future date or save as a draft so the content can be approved first. If you are new to the platform, the video below shows the full flow in just over two minutes. Underneath you will also find every step described separately, so you can follow along while working in the CRM. --- ## 1. Open the Social Planner section - Go to **Marketing** from the main menu. - Open the **Social Planner** section. - You will find a dashboard with three columns: posts already published, scheduled posts and drafts awaiting approval. ![Social Planner — dashboard with published, scheduled and draft posts](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/426a0906-a141-4665-a0fc-572ee57d7128.jpg) --- ## 2. Start creating a new post - Click **New post** at the top right. - Select **Create new post** to open the editor. ![New post button and Create new post option](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/9f0f2781-9668-429d-b339-23239b8d0544.jpg) --- ## 3. Choose the publishing platform - Select the platform you want to publish on. In the video we use **Facebook** and **Instagram** as an example. - This step is mandatory: without a connected platform you cannot move on to the editor. ![Platform selection — Facebook and Instagram](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/74a63b8b-8e4c-41e4-8f06-857c6e62a9bd.jpg) --- ## 4. Write the post copy (and use AI if you want to) - Write the **copy**, in other words the text that will accompany the content. - Alternatively, use the **AI** icon to generate a draft based on the context of the post. - The text suggested by the AI is only a starting point: read it through and adapt it to your brand tone before publishing. ![Copy editor with the AI icon for generating text](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/201e1f8a-150a-4e6b-8535-c43905286f78.jpg) --- ## 5. Upload images or videos - Use the **image** icon to upload a single photo or to build a **carousel** with several images. - Use the **video** icon to upload video content. In the example video, that is exactly what they upload. ![Uploading images or videos — carousel support](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f30b1932-5696-404f-8ee8-b7dc1f103238.jpg) --- ## 6. Check the content preview - After the upload, the system shows a **preview** of the post. - You can see how it will look on **Facebook** and on **Instagram** before sending it live. ![Facebook and Instagram post preview](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/674f36f8-6535-48e0-a08b-d9508ac064a8.jpg) --- ## 7. Add a follow-up comment (optional) If you need to, you can add a **follow-up comment**: Futuria will publish it automatically underneath the main post as soon as it goes live. It is handy for links, extra hashtags or disclaimers that you do not want to weigh the copy down with. ![Follow-up comment field](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ae2af133-faaa-4597-a3c7-ee2767b3c867.jpg) --- ## 8. Choose where to publish the content Select the publishing format you want: - **Feed** — a standard post in the feed - **Reel** — vertical content - **Story** — visible for 24 hours ![Publishing format selection — Feed, Reel, Story](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ae2af133-faaa-4597-a3c7-ee2767b3c867.jpg) --- ## 9. Save, publish or schedule You have three options: - **Save for later** — the post stays as a draft and you can pick it up again from the dashboard - **Publish now** — the content goes live immediately - **Schedule** — choose a future date and time for automatic publishing In the video example, **Save for later** is chosen. ![Publishing options — Save, Publish, Schedule](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/1028a0fd-5483-49c5-83d2-1f1d7aa1a4d5.jpg) --- ## 10. Check that the post has been saved as a draft Back on the dashboard, the post appears in the **drafts** section: that confirms it has been saved successfully. From there you can go back in whenever you like to finalise it, publish it or schedule it. ![Drafts dashboard with the saved post](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/1028a0fd-5483-49c5-83d2-1f1d7aa1a4d5.jpg) --- ## In summary The full flow is: **Marketing → Social Planner → New post → platform → copy (AI or written by hand) → media → preview → optional follow-up comment → format → save, publish or schedule**. Everything after that (editing drafts, approvals, republishing) is handled from the same dashboard, without switching to other tools. If you would like a hand connecting the social planner to the rest of the CRM — post-publication automations, internal approval flows before go-live, coordinated republishing across several channels — get in touch: we will show you how we have set up the same flow for other clients.