Set Up Social Planner Email Notifications

Notifications keep your team informed when a social login is about to expire, when a post needs approval, and when something fails to publish.

The six alerts

• Account Pre-Expiry: Warns selected users before a connection expires.
• Account Expired: Tells selected users that a connection has expired.
• Request for Post Approval: Goes to the approver when a post is submitted.
• Approved Post: Goes to the post creator after approval.
• Rejected Post: Goes to the creator with the reviewer's comment.
• Post Failed: Goes to selected users with the failure reason.

Configure an alert

1. Make sure your accounts are connected, then open Marketing > Social Planner > Settings.
2. Choose Notifications from the left menu.
3. Use the Status toggle beside an alert to switch it on or off.
4. Click the pencil icon in the Action column.
5. Pick the email template. The default is selected automatically; you can swap in a custom template.
6. For alerts that allow it, click + to choose the users who should be notified.
7. For pre-expiry and expired alerts, choose how often reminders repeat.
8. Click Save Changes.

Approval-related alerts go to fixed recipients, so you only choose the template for those.

About expiry reminders

Facebook logins last about 90 days. A pre-expiry alert goes out around day 80, and reminders can repeat every 1 to 10 days.

Default template preview

The default templates are built into the system and cannot be edited, so their preview appears blank. Emails still send with the correct content.

Good to know: Add at least two team members as recipients so an expired account is noticed even when someone is out of office.