Create & draft a post
Why this matters: Every post in SocialPlan lives inside a campaign. Getting the campaign–post hierarchy right from the start keeps the content calendar clean and makes approval and scheduling straightforward.
Step 1 — Create a campaign
- Make sure you are on the correct brand using the brand switcher at the top of the page.
- Click 新增 Campaign New Campaign. A dialog opens.
- Give the campaign a name that identifies the initiative — e.g. "KD Summer Drop June 2026". Campaign names are internal; they will not appear on the published post.
- Set the campaign's date range if prompted, then save. The campaign now appears in the campaign list for that brand.
Step 2 — Add a post to the campaign
- Open the campaign you just created by clicking its name.
- Click Add post (or the equivalent new-post button) inside the campaign.
- A post form opens. Fill in the required fields described below.
The post fields
- Brand — pre-filled from the current brand switcher. Confirm it is correct before saving.
- Pillar — the content category (e.g. Product, Lifestyle, Campaign). Choose the one that best describes this post's purpose.
- Copy — the post caption. Write the final text here. Keep brand voice consistent.
- Schedule date / time ("at") — the date and time you intend the post to go live. This is your target; the post will not publish automatically — it still needs to be approved and manually sent.
- Reach — an optional estimated reach figure for planning purposes.
Step 3 — Save as draft
- Once you have filled in brand, pillar, copy, and schedule time, save the post. It is saved as a draft — visible to you and any approver, but not yet in the approval queue.
- You can return and edit any field before requesting approval.
- Assets (images, videos) are attached in a separate step — covered in Lesson 3.
"I created the post under the wrong brand."
Posts cannot be moved between brands. Delete the post and recreate it after switching to the correct brand. If the post already has approval history, discuss with Chrissie before deleting.
"I can't find the campaign I just created."
Check the brand switcher — campaigns are brand-specific. If you created the campaign while on HT but are now viewing KD, it won't appear. Switch back to the correct brand.
"There is no 'New Campaign' button."
Your role may not have write access to SocialPlan. Check with an admin. If your role is correct, try refreshing — the button may not have rendered if the page loaded while offline.
建立與草擬貼文
為何重要：在 SocialPlan 中，每篇貼文都隸屬於一個 Campaign 。從一開始就建立正確的 Campaign — 貼文層級結構，可以讓內容日曆保持整齊，並令審批和排程流程更順暢。
步驟一 —— 建立 Campaign
- 使用頁面頂部的品牌切換器，確認已切換至正確品牌。
- 點擊 新增 Campaign New Campaign，彈出對話方塊。
- 為 Campaign 取一個能識別此企劃的名稱，例如「 KD Summer Drop June 2026 」。 Campaign 名稱僅供內部使用，不會出現在已發佈的貼文上。
- 如有提示，設定 Campaign 的日期範圍，然後儲存。 Campaign 即出現在該品牌的 Campaign 列表中。
步驟二 —— 在 Campaign 下新增貼文
- 點擊剛建立的 Campaign 名稱，進入 Campaign 頁面。
- 點擊 Campaign 內的 Add post（或對應的新增貼文按鈕）。
- 貼文表單開啟，按以下說明填寫所需欄位。
貼文欄位說明
- Brand （品牌） —— 已根據品牌切換器自動填入，儲存前請確認正確。
- Pillar （內容支柱） —— 內容類別，例如 Product 、 Lifestyle 、 Campaign 。選擇最能描述這篇貼文用途的選項。
- Copy （文案） —— 貼文的說明文字。在此寫上最終文字，保持品牌語調一致。
- Schedule date / time （排程日期 / 時間） —— 即「 at 」欄位，輸入你計劃發佈的日期和時間。這只是目標時間；貼文不會自動發佈，仍需完成審批並手動發送。
- Reach （觸及） —— 選填的預計觸及人數，供規劃用途。
步驟三 —— 儲存為草稿
- 填妥品牌、內容支柱、文案及排程時間後，儲存貼文。貼文將以草稿狀態儲存 —— 你和審批人可以看到，但尚未進入審批佇列。
- 在送出審批前，你可以隨時返回修改任何欄位。
- 素材（圖片、影片）在另一個步驟中附加，詳見第 3 課。
「我把貼文建立在錯誤的品牌下。」
貼文無法在品牌之間移動。請刪除該貼文，切換到正確品牌後重新建立。若貼文已有審批記錄，在刪除前請先與 Chrissie 確認。
「找不到我剛建立的 Campaign 。」
檢查品牌切換器 —— Campaign 是依品牌區分的。若你在 HT 下建立了 Campaign ，但現在正查看 KD ，就不會顯示。切換回正確品牌即可。
「找不到「新增 Campaign 」按鈕。」
你的角色可能沒有 SocialPlan 的寫入權限，請向管理員確認。若角色正確，請嘗試重新整理頁面 —— 在離線狀態下載入頁面時，按鈕可能未能正確顯示。