Social Media guide
Social Media plans every post on one calendar, drafts in your organization's own voice with AI help, puts an owner or Admin's approval in front of anything that posts, and publishes to the accounts you connect. Campaigns tie the posts to an event, an appeal or a promotion already in the platform.
Open Social Media: https://social.allinonenonprofit.com/
On this page
- What it is and which plan
- Your first twenty minutes
- Dashboard
- Campaigns
- Posts and approval
- Calendar
- Media Library
- Templates and hashtag sets
- Drafting with AI
- Import posts from a spreadsheet
- Connections and publishing
- Growth Channels
- Your social media workflow
- Who can do what
- Course Modules
- Moved from Marketing Management
- Questions people ask
1. What it is and which plan
Social Media is on both product lines, All In One Nonprofit and All In One For Profit, and on every plan. Planning, the calendar, drafting, the Media library, templates and approval work on AIONP Essentials and AIOFP Essentials. Publishing straight to connected accounts, the Inbox (phase 2) and Ads (phase 3) are part of AIONP Complete and AIOFP Complete; on Essentials they show with a lock, the line "Part of AIONP Complete" (or AIOFP Complete) and a link to https://www.allinonenonprofit.com/pricing/.
Networks: LinkedIn, Facebook, Instagram, X, Threads, Pinterest, TikTok, YouTube, Google Business Profile, Bluesky, Reddit and Snapchat (Snapchat is in the publishing service's closed beta). Instagram, Pinterest, TikTok, YouTube and Snapchat need a picture or video on every post; the app marks them.
2. Your first twenty minutes
- Open Campaigns and press + New campaign. Give next month a name, a goal in one sentence, a start and an end, and check the two networks you will write for. Tie it to an event or appeal if there is one.
- Open Posts and press + New post. Pick the network and the campaign, type a one-sentence brief in Draft with AI and press Draft it, or write the post yourself. Set a date and time. Press Send for approval.
- If you are the owner or an Admin, open the post from the Dashboard and press Approve. Then Schedule it for its day, or Post now.
- Open the Calendar and drag the post to a better day if you like. Add a second post from the + on any day.
- Open Connections (owner or Admin, Complete plan) and connect the two networks. Until an account is connected, Copy text on any approved post lets you publish it yourself.
3. Dashboard
The Dashboard shows what is Waiting for approval (the owner or an Admin approves from here), what is Coming up on the calendar, your open Campaigns, and five tiles: Waiting for approval, Approved not yet sent, Scheduled, Posted and Drafts. Click a tile to open those posts. A yellow note offers to bring in the posts the old Social Media Planner held in Marketing Management, once.
4. Campaigns
A campaign is a goal with dates, a budget and the networks, for a stretch of posts. Fill in:
- Name and Goal: the goal is one sentence, and the AI drafter reads it when it writes posts for the campaign.
- Start, End and Budget in US dollars (for ads or boosts you plan by hand in Growth Channels; the platform never spends it).
- Networks: the ones this campaign posts to.
- Tied to: an Event from your Events, a Shared campaign from the platform's campaigns, a Marketing campaign from Marketing Management, or a named appeal, membership drive, product, service or invoice promotion. On the business line the names change to promotion and subscription drive.
- Color: colors the campaign's posts on the calendar. Status: planning, active or closed.
Deleting a campaign keeps its posts; they simply lose the campaign. Only the owner or an Admin deletes one.
5. Posts and approval
Every post is one network, one piece of text, an optional link, hashtags, an optional picture or video, and a date and time. The counter under the text shows the network's limit (X allows 280 characters; LinkedIn 3,000). Posts move through these states:
| State | What it means | Who moves it on |
|---|---|---|
| Draft | Written, not yet sent for approval. | The writer presses Send for approval. |
| Waiting for approval | An owner or Admin has it to read. | They press Approve, or Send back with a note. |
| Approved | Read and accepted. Any edit sends it back for approval, so what goes out is what was approved. | An owner or Admin presses Schedule or Post now (Complete plan, account connected). |
| Scheduled | On the network's schedule for its date and time in your time zone. | Refresh status shows when it posts; Cancel post pulls it back. |
| Posted | Out on the network. | Nothing more to do. |
| Did not post | The network refused it; the reason shows on the post. | Fix it and send it for approval again. |
Filters at the top of Posts narrow by state, campaign, network and a word in the text. Copy text copies the post, hashtags and link for pasting into a network yourself.
6. Calendar
Month and week views across every network. Each post shows its network, time and first words, colored by campaign (navy for posts with no campaign). Your organization's own events show in gold and your dated to-dos as deadlines in red, so a post never lands on a day you are busy without you seeing it. Drag a post to another day to move it (the time stays; an approved post goes back to Waiting for approval, since its day changed). Press + on a day to start a post for that day. The campaign filter shows one campaign at a time.
7. Media Library
Pictures and video for this organization, with a caption and alt text each, picked from any post with Choose from the Media library. Up to 25 MB a file and 500 MB per organization; the bar at the top shows what is used. Alt text says what a picture shows for screen readers and for the networks. A file used by an approved, waiting or scheduled post cannot be deleted until that post changes. Each file has a public address the networks fetch when a post goes out; the address cannot be guessed.
8. Templates and hashtag sets
A template is saved wording you insert into a post and then edit: the weekly volunteer call, the event reminder, the thank-you. A hashtag set is a saved group of hashtags for a topic or place, added to a post with one click from the Hashtags field. Both are per organization.
9. Drafting with AI
Open any post, type one or two sentences about what the post is for in Draft with AI, choose an audience if you have Personas, and press Draft it. The draft is written in your organization's voice from the Messaging Library and Personas in Marketing Management (mission, tagline, tone, key messages, boilerplate), sized to the network, with your link on the last line and your hashtags after it. It lands in the post for you to edit; it never posts on its own.
Each draft counts toward your organization's AI Assistant allowance of 300 requests a month. The AI Automations Guide covers the Post Drafter, Month of Posts and Hashtag Suggestions.
10. Import posts from a spreadsheet
Save a spreadsheet as a .csv with the columns date, time, network, text, link, image_url, hashtags, campaign (any order; download the template from the Posts page). Press Import posts from a .csv file. Every row is checked and shown before anything is added; rows with a problem are listed with the reason and left out. Up to 200 rows a file. Every imported post starts as a draft and goes through approval like any other.
11. Connections and publishing
On Connections, an owner or Admin presses Connect beside a network. A new tab opens on that network's own sign-in page; the organization authorizes its own account there; back here, Refresh shows it connected. Nobody types a social password into this app. Disconnect ends a connection at once. Every connection also shows at https://www.allinonenonprofit.com/team/connections/.
Scheduled posts go out at their date and time in the time zone of the computer that scheduled them. A post that the network refuses shows Did not post with the reason.
Before you connect: the account each network needs
The app posts to the organization's own pages and accounts, one per network. Set each one up on the network first, signed in as the person who will own it for the organization (ideally an officer, not a volunteer who may leave), then come back and press Connect. Where the network asks you to choose, pick the organization's page, not your personal profile.
- Facebook: a Facebook Page for the organization (created from your personal account at https://www.facebook.com/pages/create/). Personal profiles cannot be connected.
- Instagram: a Business or Creator account linked to that Facebook Page (Instagram app: Settings, Account type and tools). Every Instagram post needs a picture or video.
- LinkedIn: a Company Page you administer (https://www.linkedin.com/company/setup/new/). The connection names the page, so check the name on Connections after you connect.
- X: the organization's X account. X charges the platform for every post sent through a tool, so X is the one network where heavy posting may be asked about.
- Threads: the Threads profile that belongs to the organization's Instagram account.
- Pinterest: a business account; every pin needs a picture.
- TikTok and YouTube: the organization's account or channel; both take video only.
- Google Business Profile: a verified business listing for the organization. Google does not accept phone numbers in post text; use the listing's Call button instead.
- Bluesky and Reddit: the organization's account; Reddit posts go to a community you name.
- Snapchat: a public profile; connections are in a closed beta.
One account per network per organization. An organization that needs a second page on the same network, for example a nonprofit and its social club each with a Facebook Page, runs the second as its own organization on the platform. Connecting opens the network's own sign-in; nothing here ever sees a password, and Disconnect on Connections ends the authorization at once.
12. Growth Channels
Paid ads and free local reach planned by hand: four questions put the channels in the order to try them; checklists for Google Business Profile and the other free listings; Google Ad Grants eligibility for nonprofits (Local Services Ads for businesses); a monthly results tracker by channel (spend, clicks, results, income, cost per result); and a link builder that tags every link so a click can be traced to its post. The tracker is the same one Marketing Management shows; it moved here on November 5, 2026, and reads the same in both places. The platform never creates, changes or pays for an ad.
13. Your social media workflow
| Stage | Where | AI help |
|---|---|---|
| Decide the month's goal | Campaigns | The goal sentence feeds every draft |
| Draft the posts | Posts, or Import from a .csv | Post Drafter; Month of Posts from a campaign |
| Pictures | Media Library | |
| Hashtags | Templates and Hashtags | Hashtag Suggestions |
| Place them on days | Calendar | |
| Approve | Dashboard or Posts (owner or Admin) | |
| Schedule or post | The post (Complete plan, account connected) | |
| Measure monthly | Growth Channels tracker |
14. Who can do what
| Seat | Can |
|---|---|
| Owner, Admin | Everything: draft, approve, send back, schedule, post, cancel, delete, connect and disconnect accounts, campaigns, media, templates. |
| Member with full access, Specialist with this app | Draft and edit own posts, campaigns, media and templates; send for approval. Cannot approve or post. |
| Intern | Draft and edit own posts and send them for approval. Nothing else changes. |
| Viewer, Consultant without the pen, Staff | Read everything, change nothing. |
15. Course Modules
Short modules inside the app: a plan that fits a small team, writing posts people read, and connecting, publishing and measuring. Each has four quick reads and a quiz. This guide is the quick lookup; the course is the guided version.
16. Moved from Marketing Management
On November 5, 2026 the Social Media Planner (drafts, scheduling, the .csv import), the Social publishing connections and the Growth Channels results tracker moved from Marketing Management into this app. Marketing Management keeps a Social Media link where the planner was. Posts the planner held are brought in once from the yellow note on the Dashboard; nothing is lost in Marketing.
17. Questions people ask
I approved a post and it still did not go out.
Approving is reading. Open the post and press Schedule (for its date and time) or Post now. Both need the network connected on Connections and the Complete plan.
I edited an approved post and it went back to Waiting for approval.
On purpose: what goes out is what was approved. The owner or an Admin approves it again in a few seconds.
Can a volunteer post on our page?
A volunteer drafts and sends for approval; an owner or Admin approves and posts. Nobody but those two roles sends anything to a network.
Why does Instagram refuse my post?
Instagram, Pinterest, TikTok, YouTube and Snapchat need a picture or video on every post. Add one from the Media library.
Where did the Social Media Planner go?
Here. Marketing Management keeps a Social Media link, and the Dashboard offers to bring the old planner's posts in once.
Can I post to my personal profile?
No. The app posts to the organization's own pages and accounts, each authorized by the organization.
Questions any time: [email protected]