Compose and manage posts · SmartERP Documentation

Write one message for several accounts, and work with a post from draft to published.

The compose wizard#

Social Marketing → Compose Post writes one message and creates one post per selected account.

Field	Meaning
Template	Pick one to prefill the message, image, link and hashtags.
Message	The text. Required.
Image and Link	Optional.
Hashtags	From the hashtag library.
Campaign	Optional. Attaches every generated post to it.
Accounts	One or more. Required.
Scheduled Date	When to publish. Leave it empty to save drafts.

What state the new posts get depends on the date and on who you are:

You set a date?	You are a…	The posts are created as
No	anyone	Draft
Yes	Manager	Scheduled
Yes	User	Pending Approval

When it finishes, the wizard opens the list of the posts it just made.

The post form#

Open any post from Social Marketing → Posts. The buttons in the header change with the post's state.

Button	Shown when	Who	What it does
Submit for Approval	Draft	Anyone	Moves to Pending Approval. A scheduled date is required.
Schedule	Draft, Pending Approval	Manager	Schedules immediately, skipping approval.
Approve	Pending Approval	Manager	Moves to Scheduled and records who approved and when.
Reject	Pending Approval	Manager	Returns to Draft and posts a note in the chatter.
Publish Now	Draft, Scheduled, Failed	Anyone	Tries to publish immediately.
Reset to Draft	Pending Approval, Scheduled, Failed, Cancelled	Anyone	Back to Draft.
Cancel	Any except Published, Cancelled	Anyone	Moves to Cancelled.
Duplicate	Always	Anyone	Creates a copy as a fresh draft and opens it.
Generate with AI	Not Published or Cancelled	Anyone	Asks n8n to draft the message and hashtags.

Caution

Publish Now is not restricted to Managers in the current version. Approval governs scheduling; it does not stop a User pressing Publish Now on a draft. If you need approval enforced before anything goes out, use the AI Growth Workforce, whose publishing gate does exactly that.

Message, image, link and hashtags#

The title is filled from the first 60 characters of the message if you leave it empty.
Insert Hashtags into Message appends the selected hashtags, as #name, to the end of the message.
Picking a Template replaces the message, image, link and hashtags with the template's.
A yellow banner appears when the message is over the platform's guideline: "This message is N characters, over the M character guideline for this platform." It warns; it does not block.

Engagement#

Published posts carry counters: likes, comments, shares and clicks, and a Total Engagement figure that adds them. They are read-only in the form. They are filled by n8n when it reports results, or by your own integration.

Chatter and activities#

Posts have a chatter and activities. Changes to the message, account, campaign, scheduled date, state and AI status are tracked, so you can see who changed what.

Views#

Social Marketing → Posts opens the same posts in six views. Switch with the icons at the top right.

View	Best for
Kanban	The pipeline, grouped by status.
List	Scanning and filtering. Failed posts are red and cancelled posts grey.
Calendar	The content calendar by scheduled date.
Pivot and Graph	Performance: engagement by account, campaign or platform.
Form	Editing one post.

Filters on the search bar: Draft, Pending Approval, Scheduled, Published, Failed. Group by Account, Campaign, Platform or Status.

Social Marketing → Reporting opens the graph and pivot directly.