Creating and Submitting Content in the Content Partner Portal

Overview

Content is where you create the social media posts practices share. Each post has a caption, images or video, and the platforms it's for. Social Cascade reviews each post before practices can use it.

Before You Start

  • Your organization must be approved to submit content. You can save drafts before then.
  • Upload images or videos in Media, or add them while creating the post.

How to Create a Post

  1. Go to Content and click New content.
  2. If your organization has more than one stream, choose the Stream the post belongs to.
  3. Under Content, fill in:
    • Media: drop files into the upload area or click Browse library. Drag to reorder; the first item is the cover.
    • Title (required): for your team only. It's never shown publicly.
    • Caption (required, up to 2,200 characters): the text of the post. On Publisher and Enterprise plans, Generate caption drafts one, or Improve with AI tightens the caption you've written.
    • Hashtags (optional, up to 5, including any hashtags in the caption when the post is for Instagram). On Publisher and Enterprise plans, Suggest Hashtags proposes some from your caption.
    • Post format: shown for video on Instagram. Choose Reels for short vertical video.

The New content form with Media, Title, Caption and Hashtags fields, and Facebook and Instagram ticked under Platforms 4. Under Distribution:

  • Platforms (required): new posts start with Facebook and Instagram both ticked. Untick one if the post is only for the other. The post's images and video are used on every platform you tick.
  • Optional: Topics, Age groups, Practice type and Learn more URL. These help practices find content that fits them.
  1. Under Scheduling (optional): set Publish after or Archive after only if the post is time-sensitive. For seasonal posts, tick Repeats annually.
  2. Click Save draft to keep working later, or Submit for review when it's ready.

After you first click Save draft, changes save automatically a few seconds after you make them.

What Happens Next

Status Meaning What you can do
Draft Not submitted Edit, then submit
In Review Waiting for Social Cascade Nothing while it's reviewed. You'll get an email with the result
Approved Approved, going live on its publish date Edit the caption and media only
Published Live: practices can use it To change it, use Edit (it returns to Draft and must be resubmitted) or Archive
Rejected Needs changes Read the Review Feedback, then Edit & Re-submit
Paused A seasonal post between seasons It resumes automatically on its start date
Archived Removed from streams Restore to draft to use it again

Some partners are set up to publish directly. For them, Submit for review publishes the post immediately.

Archiving a published post removes it from all streams and cancels posts practices have already scheduled with it. Cancelled posts aren't rescheduled if you restore it.

If your organization runs a Swarm program, archiving a post also stops any broadcast that uses it. While a broadcast is using a post, you can't change the post's images or video. See Sending a Swarm Broadcast in the Content Partner Portal.

Troubleshooting

Issue Cause Fix
Submit for review is disabled Your organization isn't approved yet Save it as a draft; you can submit once approved
"You've reached the N-content limit for your plan." Your plan's limit on approved and in-review content Archive older content, or ask an Owner to upgrade in Settings → Billing
"AI caption and hashtag suggestions are part of the Publisher plan." under the caption Those buttons need the Publisher or Enterprise plan Click See plans to upgrade, or write the caption and hashtags yourself
"Choose Facebook or Instagram under Platforms to use AI caption and hashtag suggestions." No platform is ticked Click Platforms in the message and tick Facebook, Instagram or both
"Write a caption to get hashtag suggestions." Suggest Hashtags needs caption text to work from Write the caption first, or click Generate caption
"Caption must be 2,200 characters or fewer." Caption too long Shorten it
"A Swarm broadcast that hasn't finished uses this post, so its images and platforms can't change until it does. You can still edit the caption." You changed the images, video or platforms of a post a Swarm broadcast is using Change only the caption for now, wait until the broadcast finishes, or create a new post with the new media

FAQ

Q: Can I edit a published post? A: Yes, but editing returns it to Draft and removes it from streams until it's approved again.

Q: Do drafts count toward my limit? A: No. Only approved and in-review content counts.

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