The Simple 6-Step Social Media Workflow That Will Get You More Organized

What if you could be organized, efficient, and consistent with your social media workflow when planning a campaign to share your blog posts or content marketing?

Follow this 6-step social media process to get more organized. Then, walk through the three-step management process that will help you get your social media campaign process approved.

After implementing this template, you’ll feel like you’re accomplishing something. That’s because you’ll be using your time more efficiently and you’ll be more consistent.

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The Secret To Getting More Organized And Efficient

There’s a kit in this post for you to download that will help you when it comes to getting more organized with your social media campaigns.

You’ll get a social media workflow checklist, the ‘best times to post on social media’ infographic, and the ‘how often to post on social media’ infographic. This download will help you so that you never have to fly by the seat of your pants ever again. You’ll have a plan and then you’ll be able to work your plan.

Get it now!

Task #1. Plan Your Work, Then Work Your Plan

It’s important to know what you want to do. How else do you figure that out than writing out your plan with a creative brief?

Think of your creative brief as the document that leads the direction of the entire workflow: Everything you do stems from this initial starting point.

Answer these questions to figure out your creative brief:

  • Who is your audience?
  • What is the biggest problem that your social media campaign will solve for your audience?
  • What are the three biggest benefits your audience will get by interacting with this campaign?
  • What is your business goal? Get a sense for how far you’ve grown (Example: 100 new subscribers a week).
  • Review the audience, problem, business goal, and three benefits with your project lead.

Open up your word processor of choice and write up your answers to the questions above. There’s a creative brief template in the kit that complements this blog post to get you started.

Illustration of a creative brief

Pro Tip: If you use Evernote, you can cut a few more steps in the publishing process by syncing it to CoSchedule.

Task #2. Choose The Social Media Accounts That Will Get You The Most Traffic

Let’s start with an assumption: Since you’re planning the workflow for a social media campaign that shares your blog posts or content marketing, you want traffic.

And even traffic isn’t the goal you defined in your creative brief, this advice will help you find the networks that have typically been among the most popular for your audience using your analytics.

Start with this awesome Google Analytics custom report. It is so helpful.

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If you’d rather not use the custom report, you can also use Google Analytics’ natural navigation to find similar data.

Go to the left sidebar and select Acquisition, All Traffic, then Channels.


Under the Default Channel Grouping, click Social. Then you’ll see the traffic information from all your networks.

social media best practice: concentrate your time on the networks where your audience is most active

Concentrate on the networks where your audience is the most active.

Develop a game plan for your top networks because they’re the ones helping you reach your goals. You can still share your campaign on the other social networks, but it’s extremely important you share to your most trafficked social platforms so the most people see it.

Pro Tip: Try to stay consistent on your social platforms so the engagement doesn’t die. You don’t want to spread yourself too thin.

Task #3. Write Great Social Media Messages

There are many different kinds of messages out there that you can use as models for your own social messages.

Get Clicks With Close-Ended Questions That Make People Answer Yes Or No

These messages are among the most successful messages to increase traffic. They are perfect because they get your readers thinking about the answer to the question.

Close-ended questions get more clickthroughs than open-ended questions.

In fact, on average, close-ended questions get 255% more clickthroughs than open-ended questions. Craziness.

Here’s another example:

The way you word close-ended questions makes your followers want to click through to know how.

Share Inspiring Stats To Increase Engagement

The stat messages are great for sharing numbers and useful data your audience might find helpful. These offer instant takeaways, which can help with organic social media engagement.

Share A Snippet

Grab a snippet from your campaign. It can be anything. Look for a bite-sized nugget that will make people want to engage or click.

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Appeal To The Benefits Behind The Click

What is the unique value proposition behind your post? How about the problem you’re solving for your readers?

Answer these questions to find out what you should focus on when writing your campaign social messages.

When you do that, you’ll be able to write social messages that connect with your audience’s emotional reason to click through.

Borrow Quotes From Your Content As Social Media Messages

People love quotes. They can be that force of encouragement when you need it most.

Controversy Gets Attention

You might be thinking “But, I don’t want to offend anyone.”

Controversial messages don’t necessarily offend people.

When it comes to writing great controversial content, you need to aim for the three Bs: behavior, belonging, and beliefs.

That means if you can create some sort of division within a person’s behavior, beliefs, or in their sense of belonging, they will either approve of or disapprove of your stance. Either is good because it will make them click whether they believe the same as you or not.

Do Calls To Action Work As Social Media Messages?

Sometimes writing content for messages can be as simple as sharing a call to action. Think of it as asking your audience to do something.

Are you asking them to sign up for your email list? A course? Buy your e-book?

Just make sure that when you write your CTA that you avoid being overly promotional because Facebook will ban you. Make sure you check the guidelines on other social platforms as well.

Use Headline Variations For Social Message Inspiration

Test using your content’s headlines as social media messages. If you have content from your campaign, share the headlines—including sub-headlines.

You could also use the Headline Analyzer to grade your headline messages.

Here’s an example:

Task #4. Find, Create, And Use Hashtags In Your Social Media Messages

Hashtags are important for social media campaigns. So, it’s important that you are using the right ones so that your potential followers find you.

I always like to describe hashtags as a doorway to glittery fun parties filled with fun people. Just make sure that you don’t go to the wrong doors or you might end up in the wrong party with the wrong kinds of people.

Find Trending Hashtags To Capture Current Interest

There are plenty of places online where you can find hashtags. Here are a few of them:

Create Your Own Hashtags To Brand Your Campaign

Be unique when brainstorming hashtag names. Here are a few things to consider as you create your own hashtags:

  • Keep it catchy and pull at heartstrings. If people feel when they use your campaign hashtag, there will be a bigger chance of it going viral.
  • Keep them simple and short.
  • Check it. Search for your hashtag online (on social media and also on Google) to make sure that it isn’t already in use.

How To Use Hashtags On Each Social Network

Want to know how to use hashtags the best that you can? Follow these tips from our blog post on using hashtags.

Hashtags On Facebook

Data shows hashtags on Facebook do not help boost engagement. That means you might be better served by leaving hashtags off entirely.

In one study, social messages with hashtags received only .80% viral reach, while messages without hashtags had 1.30% viral reach.

Hashtags On Twitter

Stick to one or two hashtags per post since that tends to grow engagement on your content by 21%. When you start using three or more hashtags per message, you lower engagement by almost 17%.

To find hashtags on Twitter click on the Home tab at the top left side. You will then find the trends on the left side of the screen.

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Or you can search for hashtags in the search bar at the top right side.

Hashtags On Pinterest

If you use hashtags on Pinterest, less is definitely more. If your Pin has too many hashtags, there is evidence that Pinterest will even demote the value of your Pins.

Hashtags On LinkedIn

People don’t really use hashtags on LinkedIn anymore since LinkedIn put the kibosh on hashtag support in 2013.


Hashtags On Google+

Hashtags on Google+ are automatically assigned to each of your posts. You can edit them, though. You can even add your own.


You can also include them in your comments. Aim for two or three hashtags.

Hashtags On Instagram

Open the Instagram app in your phone and click on the magnifying glass on your home screen:


You can browse the trending hashtags here:


When you are on the computer, you can search Instagram for hashtags by looking in the search bar like this:

Screen Shot 2016-07-07 at 3.51.00 PM

Back To Table Of Contents

Task #5. Include Visuals And Graphics In Your Social Media Messages

Graphics and visuals are extremely important when it comes to your campaign because images get way more engagement than plain message posts. Complement your messages with awesome visuals #FTW.

Animated GIFs Stand Out In Stagnant News Feeds

GIFs bring a sort of life to the page that drives more engagement and traffic.

In a recent case study at CoSchedule we found that social messages with GIFs get 22% more engagement than messages with images. Isn’t that interesting?

Animated GIF messages get 167% more clickthroughs than messages with just images. Crazy awesome. Get some GIFs into your social media messages.

Pro Tip: Want to find some awesome GIFs? I love using Giphy and PopKey. Check them out!

Memes Make ‘Em Laugh

Memes typically rely on popular phrases, topics, ideas, and characters. Some companies and professional marketers are going their own direction with their own unique meme ideas.


You can easily make a meme that will complement your social media campaign. Take one of the things below and tie it into a message that relates with your product or campaign.

  • An animal that is saying human-like things.
  • A baby or young child saying adult things.
  • Scenes in movies with characters we all know and like (or don’t like).
  • Classic quotes.
  • Jokes, punch lines, or funny sayings.

You can create your meme in Photoshop or Canva, or with meme tools like MemeGenerator or Memesly.

Videos For Your Campaign

Share videos of your most recent feature or product, and pin them to the top of the page in your social networks.

Here’s an example from a course we recently launched:


When creating your campaign video, think about these things:

  • What is the most important thing that you want your audience to get from watching this video?
  • Do you want to record people in your video? Or do you want it to be like a slideshow of some sort with a voice over?
  • What kind of music should I use?

Pro Tip: Use royalty-free music in your videos so you don’t accidentally steal from artists. Look here for some royalty-free music:

Social Media Image Sizing

When it comes to graphics on social media, sizing is important!

The very first step to creating the best social media images is by producing the correct size for each social network. You’re only given a limited space to capture your audience’s attention, so you’ll want to use every pixel you’re given.

This can get quite tricky when each network has different ratios and proportions, but if you know the posting sizes for each one, you’ll be off to a great start!

Here are the recommended sizes for graphics Facebook, Twitter, Instagram, Pinterest, LinkedIn, and Google+.

  • Facebook: Use the 1200 x 630px image dimensions.
  • Twitter: Use images that are 440 x 220px.
  • Pinterest: Use images that are 600 x 1102px for highest engagement.
  • LinkedIn: Use images that are 531px wide.
  • Google+: Use images that are 426 x 255px.
  • Instagram: Use images that are 1080px wide for highest resolution.

Task #6. Plan The Posting Schedule For Your Campaign

When posting to social media for a campaign, you don’t want to post too many times and you definitely don’t want to miss out by sharing too little.

Follow this template for an optimal framework of how often to share your campaign:

social media workflow campaign posting schedule

Posting to the right times on social also goes hand-in-hand with a successful campaign. If you aren’t sharing when your audience is on, then you are missing out.

Find Out When Your Facebook Audience Is Active

Check out your Facebook Analytics to find when your audience is on. Click Insights.


On the left-hand bar, click Posts.

Insights in Facebook Page analytics screenshot

It’ll open to this page:

Best times to post on Facebook data insights screenshot

This will show you when your audience is the most active. It looks like this exercise shows that 3 p.m. is the peak time to post to Facebook based on our data from CoSchedule.

I’d recommend starting with the off-peak times and playing around with when you post. Test it.

In your Facebook Insights page, click Posts. You’ll find out what types of messages are getting the most traffic and engagement.


Discover When Your Twitter Followers Are On

Go to Twitter Analytics.

Twitter analytics with CoSchedule integration screenshot

Click on the gray bar where it says Tweets, which will bring you to this page:

Twitter analytics screenshot

In Twitter, it can be a little difficult to find the perfect times when your audience is on. Test the times and messages you write, while watching the engagement rates on your posts.

social media best practices with Twitter Analytics

You can analyze the performance of your messages and compare them to the others in Twitter Analytics.

The optimal times to tweet on Twitter are between 12–3 p.m. on weekdays. The other peak time is at 5 p.m.

Finding Your Best Times To Post On Pinterest


Your best bet for reaching people on Pinterest is Saturdays later at night from 8–11 p.m. and Fridays at 3 p.m.

To find out more about your audience on Pinterest, go to Pinterest Analytics. You’ll see this:

Screen Shot 2016-06-08 at 11.56.30 PM

You’ll be able to see the average monthly viewers and average monthly engaged. If you scroll down, you’ll also see the different countries, genders, and languages your audience has.

Screen Shot 2016-06-08 at 11.56.41 PM

Your Best Times To Post On LinkedIn

In LinkedIn, go to your company page and press on the Analytics tab at the top.

LinkedIn page screenshot

Once on this page, you’ll be able to see how well your audience is engaging with your content. If you scroll down from there, you’ll see more on the different kinds of engagement types and your reach.

LinkedIn reach and engagement data screenshot

The peak times are right before work, right after work, and during lunch breaks. That makes sense since it’s a professional network where people usually work from 9–5 p.m.

Start with and test sharing to LinkedIn during the middle of the week at 7:30–8:30 a.m. and also at noon.

Best Times To Share On Google+

Timing + is a great place to test your best times to publish.

Best times to post on Google+ screenshot

Scroll down to learn when the best days and times are when your audience is on.

Data on best times to post on Google+ screenshot

Find Out The Best Times To Post On Instagram

Use Iconosquare with a free 7-day trial or you can get a membership.

Inconosquare for Instagram screenshot

Find out the best time to post on Instagram by clicking on Optimization underneath Overview on the left side.

Find the Best Time to Post to instagram

The big gray round circles show when your audience is engaging most with your content. Post more at those times.

Best time to post on Instagram screenshot from Iconogram

Now Follow This 3-Step Social Media Workflow Management Process

Here’s how to manage your social media workflow to organize everything and crush your deadlines.

Step 1. Get Your Social Media Campaign Plan Approved

Set up a meeting with your project lead and go over it with her. If you followed the creative brief exactly how you wrote it out, you shouldn’t have to re-do anything at the end.

Doing this will just help you and your team cross Ts and dot Is.

Here is an itinerary for you: Sit down with project lead and run through finished project/creative brief. (15 minutes)

  • Show her what you created. (5 minutes)
  • Reference the creative brief. (5 minutes)
  • Tell your project lead, “I’m going to ship this on ____ (date). Is there something you think I should change? (5 minutes)

Step 2. Determine Who On Team Is Responsible For Each Task

Most companies and businesses have these roles on their team. Who is on your team? And what will each member on your team need to do to get this project ready to ship?

  • Social media manager tasks: Writing creative brief, choosing social accounts, finding hashtags, scheduling social messages.
  • Project lead tasks: Approving creative brief.
  • Writer tasks: Writing social messages.
  • Designer tasks: Create social media visuals.

If you have fewer team members, certain people may have to fill multiple roles.

Who's on your social media team?

Make a list of the things that each team member will do and plan a time to get together with them.

Send them an email that says this (you can copy and paste this email if you like):

Hey {Name}, 

I am so excited about {project}. I’d like to get together with you to discuss what you’ll be doing for this campaign.

When would work to get together?

Look forward to chatting about the project!


Step 3. Figure Out When To Complete Each Task

Since you know which roles you have on your team and what they will be doing, it’s important that you sit down with them and figure out when they’ll do those things.

Start by chatting with your team members to see how long it takes them to complete their tasks.

Ask them these questions to find out how long each task will take them:

  • How long it will take you to do your task(s)?
  • How far ahead of our ship date do you think you should get this done by?
  • Is the order of this social media workflow correct?

Walk backward from the campaign launch date.

Start with the campaign launch date. Once you’ve spoken to each member in your team, you’ll know how long each project will take them. Then you write up your task timeline; you’ll be able to give them so many days to finish their project.

This way, they’ll also know when to expect the project from their team mates as well.


So if your launch date was in two weeks, you’d start there. What would need to be finished by when to make the project shippable by that date?

Pro Tip: Choose the begin date and end date. Always have the launch date in mind. Input those tasks into CoSchedule Task Templates. It makes it super easy for your team members to see when they need to finish tasks and hand them off.
Screen Shot 2016-06-08 at 2.08.44 PM

Here is an example of a two week campain task template. It’s simple, but you get the idea.

Manage Your Social Media Workflow For A Campaign


I’m just going to run you quickly through everything you just learned.

You now know how to launch a campaign using CoSchedule with your social media workflow. Your team members know what they need to be working on and everyone is meeting their deadlines. Your social media campaign is shippable.

You are ready to rock and roll!

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