Plan and calendar
Read and approve the marketing plan, and move, change, or add posts on the four-week calendar.
The Plan page holds two things: the marketing plan your Strategist wrote, and the calendar of everything planned for the next four weeks.
The plan #
The plan says what you are trying to achieve this month, which channels you will use, what kinds of posts you will publish, and how the ad budget is split. It also lists:
- What changed the plan. The results or events that made the Strategist adjust it.
- Would help from you. Things that would make the work better, such as photos of a new product.
- What runs when. The days and times each agent works, in your workspace's own time.
Nothing is written from a plan until you approve it. Read it, then select Approve plan. When a new plan is proposed, the previous one keeps running until you approve the new one.
Your first plan is written within a few minutes of connecting your first channel under Integrations.
The calendar #
The calendar shows every planned post, article, and campaign, colored by channel. Campaigns appear as bars across their dates. Switch between Month, Week, Day, and Agenda views, and choose which channels to show.
Each entry is a slot: a date, a channel, a format, a topic, and the reason it is there. Open one to read or change it.
Kinds of post #
When you add or change a slot, you choose what kind of post it is. A good calendar has a mix, so your feed is not all promotion:
| Kind | What it is |
|---|---|
| Teach | A tip or how-to |
| Proof | A result or a customer story |
| Insight | What a trend means for your customers |
| Story | Behind the scenes |
| Opinion | A clear take |
| Offer | A product or promotion |
Changing the calendar #
- Move a post. Drag it to another day.
- Change a post. Select it and edit the channel, format, or what it is about.
- Add your own. Select an empty day and describe the post.
- Remove one. Open the slot and delete it.
Once you save a slot, it is yours. The agents will not move or rewrite a slot you added or changed. It is marked "Edited by you".
Planning the calendar again #
Select Plan again above the calendar to have the Strategist plan the days after today from scratch. It takes a few minutes, and you can leave the page while it works.
- Replaced: the Strategist's own planned posts from tomorrow onwards.
- Kept: slots you added or changed, campaign posts, posts already written, and today's posts.
If the Strategist cannot finish, the calendar is left as it was.
When a post could not be written #
A slot with a red border and an alert icon could not be written. Hover over the icon, or open the slot, to see why and when it was last tried. Select Write now to try again.
Posts carry pictures #
About nine posts in ten are an image, a carousel, or a video, because a picture is what stops the scroll. Instagram and TikTok posts always have one: the words are the caption. If the writer ever returns a post without the picture it needs, AIM designs one from the post's own words.
Days that have passed #
A day that has gone is a record of what happened, so its slots can be read but not changed. Select one to see the post that was written for it, whether it was published, and a link to open it.
Writing a slot now #
Open any slot that has no post yet and select Write now. It works for a planned slot you do not want to wait for, a slot that was missed, and one that could not be written. The post appears on the slot in a few minutes.
- If an earlier attempt already wrote the caption or made the image, that work is reused.
- A post written for a day that has passed is not published by itself. It waits under Content for you to review.
A past slot marked Not written is one the writer never reached before its day ended. Posts are written each morning for the next 24 hours, and again during the day for anything added later, so this is rare. It usually means the plan was still waiting for approval that day.
Tips #
- Add real dates the agents cannot know about: an event, a delivery, a closing day.
- If a topic is wrong for your business, change the slot rather than blocking the finished post later. It saves a round of work.
- For anything with a start and an end, such as a sale or a launch, use Campaigns instead of single slots.
- Want one post quickly, outside the plan? Ask the Content Assistant.