Home Curriculum Pricing Resources Blog About Dashboard
Log In Start Free Trial

Using the Social Media Planner

CloseDaily Social Media Planner Overview

The Social Media Planner in CloseDaily is your all-in-one tool to plan, create, and schedule engaging social media content tailored for real estate professionals. This feature helps you maintain a consistent online presence, generate leads, and build your brand without the hassle of juggling multiple platforms.

Using the Calendar View

The heart of the Social Media Planner is the Calendar View, displayed as a monthly grid. This visual layout allows you to:

  • See all your scheduled posts at a glance
  • Identify content gaps easily
  • Drag and drop posts to reschedule them quickly
  • Access post details by clicking on any date

This calendar-based approach keeps your content organized and timely.

View Tabs Explained

CloseDaily’s Social Media Planner offers multiple tabs to optimize your workflow:

  • Calendar: Your main monthly scheduling grid for posts.
  • List View: A detailed list of posts showing status, date, and platforms scheduled.
  • AI Studio: Generate content ideas and captions using AI-powered suggestions.
  • Design Hub: Create and customize graphics directly within the planner.
  • Templates: Access pre-built post templates tailored for real estate marketing.

How to Create a New Post

  1. Go to the Calendar or List View tab and click the New Post button.
  2. Select the social media platform(s) you want to post to, such as Facebook, Instagram, or LinkedIn.
  3. Write your caption or message in the text box. You can also use the AI Ideas feature for inspiration.
  4. Add images or videos using the Design Hub or upload your own media files.
  5. Choose the date and time to schedule your post or save it as a draft.
  6. Click Schedule or Save Draft to finalize.

Using AI Ideas for Content Inspiration

If you’re unsure what to post, the AI Ideas tool within the AI Studio tab can help:

  • Enter keywords or themes related to real estate, neighborhoods, or market trends.
  • Receive suggested post captions, content angles, and hashtags.
  • Customize suggestions to fit your personal brand voice.

This feature saves time and sparks creativity when your content calendar feels empty.

AI Calendar for Auto-Generating Content

The AI Calendar option automatically generates a full content calendar based on your preferences. By specifying target audience, posting frequency, and topics, you get a ready-to-use schedule filled with post ideas and drafts. You can edit, reschedule, or delete any generated post to fit your unique needs.

Tracking Scheduled, Published, and Draft Posts

Stay organized by monitoring your posts through status indicators:

  • Scheduled: Posts set for future publishing dates.
  • Published: Posts that have already gone live.
  • Drafts: Posts saved but not yet scheduled.

Use the List View or Calendar filters to quickly find posts by status, making it easier to manage your social media workflow.

Platform Support

CloseDaily supports posting to major social media platforms commonly used by real estate agents, including:

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter (where applicable)

You can connect multiple accounts and customize posts for each platform to maximize engagement.

Best Practices for Real Estate Social Media

  • Post consistently: Use the planner to maintain a steady posting schedule, ideally 3-5 times per week.
  • Mix content types: Combine listings, market updates, community highlights, and personal branding posts.
  • Use visuals: High-quality photos and videos increase engagement—leverage the Design Hub for polished graphics.
  • Engage your audience: Respond to comments and messages promptly to build relationships.
  • Leverage AI tools: Use AI Ideas and AI Calendar to overcome creative blocks and streamline your workflow.
  • Analyze performance: Regularly review which post types perform best and adjust your strategy accordingly.

Tips for a Consistent Social Media Presence

  • Block time weekly: Dedicate a set time each week to plan and schedule your posts using the Social Media Planner.
  • Batch create content: Prepare multiple posts at once to reduce daily workload.
  • Utilize templates: Save time by customizing pre-built templates for your listings and announcements.
  • Stay relevant: Incorporate local market news and community events to connect with your audience.
  • Monitor trends: Use AI Ideas to keep your content fresh and aligned with current social media trends.

Wait! Get Week 1 Free

Enter your email and we'll send you the complete first week of CloseDaily — scripts, action steps, and stat tracking included.

No spam. Unsubscribe anytime.