A Complete Setup Guide for Alvéya
Social Planner helps you plan, schedule, and publish content from one place, without juggling multiple tabs or tools. It's designed to support consistent marketing, reduce last-minute posting, and keep your content organised across platforms.
This Playbook walks you through the essential setup so you can start scheduling confidently.
What You'll Complete in This Guide
Connect Your Social Accounts
Set Up Your Posting Workspace
Create Your First Post
Schedule Content
Review the Calendar and Manage Approvals
Track Performance (Optional)
Before You Begin
You have login access to the social accounts you want to connect
You know which platforms you want to schedule to
Your brand assets are saved in Media Storage (logos, images, templates)
What platforms can you connect to? Instagram, Facebook, Google Business Profile (GBP), Threads, LinkedIn, Pinterest, Bluesky, and YouTube.
Step 1 – Connect Your Social Accounts
Go to Marketing → Social Planner. Select each of the social media platforms you want to connect and log in to each. Typical options include: Facebook Page, Instagram (professional account), LinkedIn, and Google Business Profile.
During connection, ensure you approve the required permissions so Alvéya can publish posts on your behalf.
Step 2 – Set Up Your Posting Workspace
Once you have connected at least one account, the option to select settings will show. See the Customise Your Social Planner Settings article for the full walkthrough.
Step 3 – Create Your First Post
Inside Social Planner, click Create Post. Add:
Caption text
Image or video (if needed)
Links (if applicable)
The channel(s) you want to publish to
If you are posting to multiple platforms at once, adjust your caption to suit the most strict platform formatting.
Tips that keep posting smooth:
Keep your first line strong (hook)
Use short paragraphs for readability
Avoid overly long hashtags on platforms where they reduce clarity
Step 4 – Schedule Content
Choose a publishing option: Post Now, Schedule, or Save as Draft (recommended when batching content).
When scheduling:
Select date and time
Confirm timezone
Double-check you selected the correct channels
If your content relies on a specific campaign, schedule it after any funnel, landing page, or email campaign is live.
Step 5 – Review the Calendar and Manage Approvals
Use the Calendar view to see your posting plan at a glance. From here you can:
Move posts to a different day/time
Edit captions
Replace media
Duplicate posts (useful for repeating formats)
Approve or publish (if approvals are enabled)
If you batch-create content, the calendar becomes your single source of truth for what's going out and when.
Step 6 – Track Performance (Optional)
Depending on your connected channels and plan level, you may have access to basic performance metrics such as engagement, clicks, and reach.
Use performance insights to identify which topics resonate, refine posting times, and improve caption structure and calls to action. Keep this simple — the goal is consistency first, optimisation second.
FAQs
Can I schedule to Instagram?
Yes, if your Instagram account is a professional account and correctly connected.
Why can't I connect my Instagram?
This is usually caused by missing permissions, an incorrect account type, or connection issues between Facebook Business and Instagram.
Can I post to multiple channels at once?
Yes. Select multiple channels when creating your post. Note that scheduling is designed for Pages rather than personal profiles.
Troubleshooting
Issue: Account won't connect
Fix: Reconnect and approve permissions. If it still fails, disconnect fully and reconnect from scratch.
Issue: Scheduled post didn't publish
Fix: Check the account is still connected and permissions have not expired.
Issue: Wrong publish time
Fix: Confirm timezone in the account settings.
Extra Support
If you need assistance, review the linked support articles, watch the embedded walkthroughs, or contact the Alvéya support team via live chat.
Build a simple schedule, post consistently, and refine from there. Social Planner is designed to support momentum without adding more admin.