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Browse by topicGetting Started
Onboarding and First Publish
Set up your account, choose the right workspace, connect channels, and publish your first campaign.
Organizations, Workspaces, and Permissions
Structure brands, clients, or teams cleanly so publishing, approvals, and reporting stay organized.
Connect Social Accounts and Destinations
Connect social channels, pages, and supported publishing destinations using official platform flows.
Team Roles and CRM Access
Choose team roles explicitly, let Admins manage CRM channels, and keep workspace CRM restrictions under Owner control.
Share Connection Links with Clients
Let clients connect their own channels securely without handing over credentials.
Publishing Workflows
Create, Schedule, and Publish Posts
Build one-off posts, target the right channels, and decide whether to draft, schedule, or publish immediately.
Multi-Platform Publishing Guide
Understand how Postly helps one campaign adapt across multiple destinations without losing control.
Text, Media, and Link Behavior by Platform
Learn how major channels handle text, images, video, links, and mixed-media posts.
Media and Postly Cloud
Store and reuse assets in Postly Cloud, import from URLs or uploads, and keep campaigns media-ready.
Recurring Posts
Set evergreen campaigns, repeated reminders, and recurring content schedules without rebuilding posts.
Bulk Posting with CSV
Launch large batches of scheduled content with one structured import workflow.
Bulk publishing platform requirements
Platform settings and required fields for CSV and Google Sheets bulk posts.
Custom Fields and Shortcodes
Use account-specific names, links and addresses in the editor, CSV posts and Google Sheets.
Custom replies across CSV, Google Sheets, API and MCP
Platform-specific reply columns, text, attachments and publication delays.
Content Management: Delete Posts and Live Content
See which platforms allow live deletion through Postly, compare Delete options, and recover accidental posts.
Facebook Feed Posts and Linked Carousels
Choose normal multi-image feed posts or linked image cards in the dashboard, API, MCP, CSV and Google Sheets.
Blog SEO and Image Delivery
SEO and image capabilities for WordPress, Ghost, Hashnode, DEV.to and Blogger, with delivery checks and recovery guidance.
Blog Publishing through CSV, Sheets, API and MCP
Carry blog SEO, featured images and social previews through bulk imports and automation without losing destination-specific fields.
Choose a publishing workflow
Choose the right starting point for social posts, blog articles, email campaigns and WhatsApp messages, and check the result at its destination.
WordPress SEO Plugin Setup
Configure Rank Math, Yoast, AIOSEO, SEOPress, The SEO Framework or Slim SEO for authenticated SEO delivery from Postly.
Email contacts and lists
Add, import, organize, filter and export Postly Email contacts while preserving subscription choices.
Auto Post from Documents
Turn uploaded document records into scheduled social or blog posts, with optional AI rewriting.
Create, publish, share, and measure Polls
Use Postly to publish native social polls or hosted link polls, distribute them, embed them, and review results.
Team Operations
Approval Workflow
Route drafts through review, lock content during approval, and keep publishing governance in place.
Publishing Notifications
Track publish outcomes across dashboard, email, Slack, and Discord so teams can react quickly.
Post Templates
Save repeatable post structures for launches, promotions, announcements, and recurring campaign formats.
Tagging and Mentions
Handle collaborator tags and platform-specific mention behavior with fewer publishing surprises.
Insights
Developers and AI
API Workflows
See how Postly API fits into app backends, CMS pipelines, automations, and custom publishing systems.
MCP Agent Workflows
Use scoped MCP tools so AI assistants can create, validate, schedule, and inspect campaigns safely.
Generated Media and Base64 Imports
Move AI-generated images or videos straight into Postly using base64, data URLs, files, or public URLs.
Campaigns
Build an Ongoing Social Media Campaign
A repeatable campaign system with a practical brief, content rotation, reply templates, and review checklist.
Campaign content, reviews and reports
Develop ideas into cloud drafts, review content, schedule posts and preserve campaign reports.
Paid ads reports and ad comparisons
Explore Google and Meta campaign spend, delivery checks, customer outcomes, saved reports and ad comparisons.
Ads creation and management
Create and manage Google, Facebook and Instagram ads with guided formats, paused creation, reviewed changes, Boost post and performance insights.
Troubleshooting
Postly CRM
Auto-replies for comments and DMs
Auto-replies for comments and DMs in the simplified Postly CRM.
Reminders and existing CRM records
Reminders and existing CRM records in the simplified Postly CRM.
Conversation sources and contact export
Conversation sources and contact export in the simplified Postly CRM.
Auto-replies FAQ
Answers about ongoing replies, real guide links, delivery tests, and account reconnection.
CRM Channels, Limits, and Workspace Access
Connect accounts, explicitly select CRM channels, understand channel limits, and manage workspace access.
Documentation
Looking for endpoints and request examples?
Open API reference