Publishing Suggested Library Content

Your organizations have done tremendous jobs of creating and curating content for your instant-publishing or scheduling use.

1. Click Post Library to navigate to your Suggested Content Library, where you can view all of the pre-approved content available to you. On the Explore tab, you can use additional filtering options and search for content by keyword.

2. Select your desired post to publish by clicking on the post. This will open the composer window. If allowed by your organization, you can modify the post copy as needed.

Additionally, if your organization has included alternate descriptions, simply click on the right-facing arrow next to the post copy to choose an alternate description.


4. From the Accounts dropdown, select the accounts you would like to publish the post to.


5. From the Post Time dropdown, select Now or Select Publish Time to choose a custom day and time for the post to publish to your selected accounts.

6. Click Schedule or Publish to complete the process. Some organization might require you to request approval for a modified post. In this case, select Request Approval. Your post will publish upon approval on the selected day and time.


NOTE: This article contains visual media. If you are viewing this article via our Web Widget, please click the Screen_Shot_2020-02-27_at_3.37.02_PM.png button at the top-right corner, to the right of this Help Center article's title, to view this content.

Publishing Suggested Content


Required Modification Content

If a post within your library includes text such as <ENTER OFFICE CONTACT>, the end-user will be required to modify the text and remove the < > symbols before the post will successfully publish. This enables advisors and agents the ability to add a personal touch to a templated library post. For more information, please watch the following video:


Frequently Asked Questions:

Greyed Out Social Networks

Q: Even though I have Facebook, LinkedIn, Twitter and Instagram connected to my workspace, the publisher window is only allowing me to share to some of these networks and not all of them. Why is this?

A: Your administration team, in order to better suit the environment of the network, can limit pre-approved content to specific accounts. As an example, a post may be curated specifically for LinkedIn but not for Instagram as this network does not support hyperlinks.

Pro Tip: When viewing your content library, reference the Network filter on the bottom-left corner of your screen. This tool will allow you to filter networks/accounts that have pre-approved content available for them.

Was this article helpful?
14 out of 29 found this helpful

We're sorry to hear that.

Articles in this section

See more