Onboarding and First Publish
This guide is the best starting point for new Postly users because it follows the real order of operations: set up the account, organize the workspace, connect destinations, prepare content, and make the first publish a clean one.
The shortest successful path
- Create your Postly account.
- Choose or create the correct organization and workspace.
- Connect the destinations that matter first.
- Prepare a simple test post with known-good media.
- Save, schedule, or publish the first post.
- Review notifications and activity so you know the workflow is healthy.
What to connect first
Start with the destinations that matter most for near-term campaigns. A smaller, stable starting set is usually better than connecting everything at once.
What to publish first
Use a low-risk post:
- simple text
- one image or one video
- one or two destinations
- no complex approval path unless your team requires it
This gives you a clean baseline.
Early setup decisions that matter later
Workspace structure
Set up brands, clients, or internal teams in a way that will still make sense once approvals, analytics, and recurring campaigns become active.
Media workflow
Decide whether your team mostly uses uploads, Postly Cloud, public URLs, or generated media from AI tools. That choice affects speed later.
Collaboration model
Decide whether teammates publish directly, submit for approval, or rely on client sign-off.
A strong first-week checklist
- connect core channels
- send one successful test post
- confirm notifications are visible
- create at least one reusable template
- review one analytics view after publishing
- decide whether API or MCP will matter for future workflows