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This article will guide you through scheduling Posts and Articles.

Scheduled Posts 1.pngScheduled Posts 1.png

What is it?

Scheduled Posts is a feature that allows you to plan and schedule your content ahead of time. This can be helpful for a variety of reasons, such as:

  • Freeing up your time: You can create and schedule posts in advance, so you don't have to worry about it on the day of publication
  • Ensuring consistency: You can schedule posts to be published regularly, which can help you maintain a consistent presence in your environment
  • Avoiding timezone conflicts: If you have a global organization, you can schedule posts to be published at times that are convenient for people in different time zones

Scheduled Posts can be used for both Posts and Articles. You can also schedule Posts or Articles that need to be reviewed or approved. This can be helpful if you need to get approval from multiple people before your content is published.

Prerequisites

  • To schedule any post, you must be a part of a Channel that allows posting, either by Participants, Editors, and/or Channel Owners
  • To share a scheduled post draft and send posts to be reviewed that are scheduled, you must be a Channel Owner or Editor

How to schedule a Post

To schedule a Post, you can follow the steps below:

  1. Navigate to the desired Channel and write your Post
  2. Next to the Post button, click the downward arrow and select Schedule
    1. Upon scheduling, the post will automatically convert into a draft
  3. Choose the desired date and time for publishing your scheduled Post
  4. Confirm your schedule selection by clicking the Confirm button
    1. Your scheduled Post will now appear with a confirmed publishing date
    2. You can find your scheduled post in Drafts & Scheduled from the Channel’s navigation bar

How to Schedule an Article

To schedule an Article, you can follow the steps below:

  1. Navigate to the desired Channel and write your Article
  2. At the bottom right of the screen, next to the Publish button, click the downward arrow and select Schedule
  3. Choose the desired date and time for publishing your scheduled Article
  4. Confirm your schedule selection by clicking the Confirm button
    1. Your scheduled Article will now appear with a confirmed publishing date
    2. You can find your scheduled post in Drafts & Scheduled from the Channel’s navigation bar

How to schedule a post to multiple Channels 

To schedule a Post or Article to multiple Channels, you can follow the instructions in this article. After you have added the Channels you wish to post to, you can schedule the post as detailed above.

How to schedule a post that needs to be reviewed / approved

To schedule a Post or Article that needs to be reviewed / approved, you can follow one of the following methods:

Method 1: Schedule a post in review

  1. Create a post that needs to be reviewed or navigate to a post that is in review by clicking on Drafts & Scheduled  from the Channel’s navigation and selecting In review from the filtering options
  2. Click the three dots next to the post and select Schedule Post (or Article, depending on the post type)
  3. Select the desired date and time for your scheduled post to be published
  4. Confirm your scheduling selection by clicking the Confirm button
    1. Your scheduled post will now be visible with the confirmed publishing date. However, this post will need to be approved before the publishing date
    2. Once the post has been approved, you will receive a confirmation of the post being published on the given date
    3. Note: If a post is not approved by the scheduled date, it will fail and display a failed banner on top of the post

Method 2: Have a scheduled post be reviewed

  1. In a Channel’s navigation bar, click Drafts & Scheduled
  2. From either My drafts or Scheduled, click on the three dots next to the post you want to have reviewed
  3. Click on Edit Post or Edit Article
    1. For Posts: Click on Post options and select Move to review
    2. For Articles: Click on the downward arrow next to Publish and select Move to review

How to share a scheduled post

To share a Post or Article, you can follow the steps below:

  1. In a Channel’s navigation bar, click Drafts & Scheduled
  2. From either My drafts or Scheduled, click on the three dots next to the post you want to share
  3. Click on Share draft
    1. This will move the post to Shared drafts

Scheduled Posts notifications

You (author of the post and ghost poster, if any) will receive a notification in Happeo when a scheduled post has been:

  • Successfully published
  • Failed to be published
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