Skip to content
Marketing

How to Manage Social Planner Email Notifications

Set up and customize Social Planner email notifications to manage account expiry alerts, post approvals, rejected posts, and publishing failures in GHL Customer Care.

4 min read926 words7 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Social Planner Notification Types and Settings
  2. How to Set Up Social Planner Notifications
  3. Configure Account Pre-Expiry Notifications
  4. Configure Account Expired Notifications
  5. Configure Post Approval Notifications
  6. Configure Post Failed Notifications
  7. Frequently Asked Questions
  8. Related Articles

Social Planner notifications keep your team informed about account expirations, post approvals, rejections, and publishing failures. This article shows you how to enable notifications, choose email templates, and configure recipients and reminder frequency.

Video 1 Open in a new tab

TABLE OF CONTENTS

What are Social Planner Notifications?

Social Planner notifications are email alerts that keep users informed about important account and publishing events. They can alert the appropriate users when a social account token is about to expire or has expired, when a post requires approval, or when a scheduled post is approved, rejected, or fails to publish.

Social Planner provides six notification types:

  • Account Pre-Expiry: Notifies selected users before a connected social account token expires.
  • Account Expired: Notifies selected users when a connected social account token has expired.
  • Request for Post Approval: Notifies the approver when a scheduled post is submitted for approval.
  • Approved Post: Notifies the creator when their scheduled post is approved.
  • Rejected Post: Notifies the creator when their scheduled post is rejected and includes the rejection comment.
  • Post Failed: Notifies selected users when a scheduled post fails to publish and includes the failure reason.

Social Planner Notification Types and Settings

Each notification type supports different configuration options. Knowing which settings are available helps you configure each alert for the correct users and purpose.

NotificationEnable/DisableEmail TemplateUsers to NotifyReminder Frequency
Account Pre-ExpiryYesYesYesYes
Account ExpiredYesYesYesYes
Request for Post ApprovalYesYesNoNo
Approved PostYesYesNoNo
Rejected PostYesYesNoNo
Post FailedYesYesYesNo

How to Set Up Social Planner Notifications

Properly configuring notifications ensures that the appropriate users receive email alerts for the account and publishing events they need to monitor. Notification settings are managed directly from Social Planner.

  1. Go to Marketing > Social Planner.
  2. Make sure the required social accounts are connected.
    Step 2 of 9: Make sure the required social accounts are connected What this shows Step 2 of 9: Make sure the required social accounts are connected. What this shows Shows what this covers for step 2 of 9 in the "How to Set Up Social Planner Notifications" section of "How to Manage Social Planner Email Notifications". This screenshot accompanies step 2 of 9 in the "How to Set Up Social Planner Notifications" section of "How to Manage Social Planner Email Notifications". At this point in the walkthrough you make sure the required social accounts are connected. The navigation path used here is Marketing > Social Planner. The next step is to click Settings. Step 2 of 9Path: Marketing > Social PlannerImage 1 of 7 What this coversMake sure the required social accounts are connected.
    Buttons and menus referenced Marketing > Social PlannerSettingsNotificationsStatustogglepencil iconSave Changes
    Next stepClick Settings.
    All 9 steps in this procedure
    1. Go to Marketing > Social Planner.
    2. Make sure the required social accounts are connected. this image
    3. Click Settings.
    4. Select Notifications from the left menu.
    5. Locate the notification you want to configure.
    6. Use the Status toggle to turn on/off the notifications.
    7. Click the pencil icon in the Action column to configure its available settings.
    8. Configure the options available for that notification.
    9. Click Save Changes.
  3. Click Settings.
     
    Step 3 of 9: Click Settings What this shows Step 3 of 9: Click Settings. What this shows Shows what to click for step 3 of 9 in the "How to Set Up Social Planner Notifications" section of "How to Manage Social Planner Email Notifications". This screenshot accompanies step 3 of 9 in the "How to Set Up Social Planner Notifications" section of "How to Manage Social Planner Email Notifications". At this point in the walkthrough you click Settings. For context, this section explains: Properly configuring notifications ensures that the appropriate users receive email alerts for the account and publishing events they need to monitor. Notification settings are managed directly from Social Planner. The navigation path used here is Marketing > Social Planner. The next step is to select Notifications from the left menu. Step 3 of 9Path: Marketing > Social PlannerImage 2 of 7 What to clickClick Settings.
    Buttons and menus referenced SettingsMarketing > Social PlannerNotificationsStatustogglepencil iconSave Changes
    Next stepSelect Notifications from the left menu.
    All 9 steps in this procedure
    1. Go to Marketing > Social Planner.
    2. Make sure the required social accounts are connected.
    3. Click Settings. this image
    4. Select Notifications from the left menu.
    5. Locate the notification you want to configure.
    6. Use the Status toggle to turn on/off the notifications.
    7. Click the pencil icon in the Action column to configure its available settings.
    8. Configure the options available for that notification.
    9. Click Save Changes.

  4. Select Notifications from the left menu.

  5. Locate the notification you want to configure.
  6. Use the Status toggle to turn on/off the notifications.
  7. Click the pencil icon in the Action column to configure its available settings.
  8. Configure the options available for that notification.
  9. Click Save Changes.
    Step 9 of 9: Click Save Changes What this shows Step 9 of 9: Click Save Changes. What this shows Shows how to confirm for step 9 of 9 in the "How to Set Up Social Planner Notifications" section of "How to Manage Social Planner Email Notifications". This animation accompanies step 9 of 9 in the "How to Set Up Social Planner Notifications" section of "How to Manage Social Planner Email Notifications". At this point in the walkthrough you click Save Changes. For context, this section explains: Properly configuring notifications ensures that the appropriate users receive email alerts for the account and publishing events they need to monitor. Notification settings are managed directly from Social Planner. The navigation path used here is Marketing > Social Planner. Step 9 of 9Path: Marketing > Social PlannerImage 3 of 7 How to confirmClick Save Changes.
    Buttons and menus referenced Save ChangesMarketing > Social PlannerSettingsNotificationsStatustogglepencil icon
    All 9 steps in this procedure
    1. Go to Marketing > Social Planner.
    2. Make sure the required social accounts are connected.
    3. Click Settings.
    4. Select Notifications from the left menu.
    5. Locate the notification you want to configure.
    6. Use the Status toggle to turn on/off the notifications.
    7. Click the pencil icon in the Action column to configure its available settings.
    8. Configure the options available for that notification.
    9. Click Save Changes. this image

Configure Account Pre-Expiry Notifications

Account Pre-Expiry notifications provide additional controls so you can determine who should receive advance alerts and how frequently they should be reminded.

  1. Turn on Account Pre-Expiry.
  2. Open its configuration using the pencil icon.
  3. Under the users to notify option, click the + button and select the users who should receive the email.
  4. Select the frequency of the reminders for the selected users.
  5. Select the email template you want to use. The default template is selected automatically, but you can choose an existing custom email template.
  6. Click Save Changes.
    Step 6 of 6: Click Save Changes What this shows Step 6 of 6: Click Save Changes. What this shows Shows how to confirm for step 6 of 6 in the "Configure Account Pre-Expiry Notifications" section of "How to Manage Social Planner Email Notifications". This animation accompanies step 6 of 6 in the "Configure Account Pre-Expiry Notifications" section of "How to Manage Social Planner Email Notifications". At this point in the walkthrough you click Save Changes. For context, this section explains: Account Pre-Expiry notifications provide additional controls so you can determine who should receive advance alerts and how frequently they should be reminded. Step 6 of 6Image 4 of 7 How to confirmClick Save Changes.
    Buttons and menus referenced Save ChangesAccount Pre-Expirypencil icon+frequency of the remindersSelectemailtemplate
    All 6 steps in this procedure
    1. Turn on Account Pre-Expiry.
    2. Open its configuration using the pencil icon.
    3. Under the users to notify option, click the + button and select the users who should receive the email.
    4. Select the frequency of the reminders for the selected users.
    5. Select the email template you want to use. The default template is selected automatically, but you can choose an existing custom email template.
    6. Click Save Changes. this image

Configure Account Expired Notifications

Account Expired notifications offer recipient and reminder controls so the appropriate users can continue receiving alerts about an expired connection.

  1. Turn on Account Expired.
  2. Open its configuration using the pencil icon.
  3. Select the users who should receive the notification.
  4. Select the reminder frequency.
  5. Select the email template.
  6. Click Save Changes.
    Step 6 of 6: Click Save Changes What this shows Step 6 of 6: Click Save Changes. What this shows Shows how to confirm for step 6 of 6 in the "Configure Account Expired Notifications" section of "How to Manage Social Planner Email Notifications". This animation accompanies step 6 of 6 in the "Configure Account Expired Notifications" section of "How to Manage Social Planner Email Notifications". At this point in the walkthrough you click Save Changes. For context, this section explains: Account Expired notifications offer recipient and reminder controls so the appropriate users can continue receiving alerts about an expired connection. Step 6 of 6Image 5 of 7 How to confirmClick Save Changes.
    Buttons and menus referenced Save ChangesAccount Expiredpencil iconSelectuserswhoshouldreceivenotificationreminderfrequencyemail
    All 6 steps in this procedure
    1. Turn on Account Expired.
    2. Open its configuration using the pencil icon.
    3. Select the users who should receive the notification.
    4. Select the reminder frequency.
    5. Select the email template.
    6. Click Save Changes. this image

Configure Post Approval Notifications

Request for Post Approval, Approved Post, and Rejected Post notifications use predefined recipients based on the approval workflow. Their notification settings allow you to control the status and email template rather than manually selecting recipients or reminder frequencies.

For each notification:

  1. Turn on the notification using the Status toggle.
  2. Click the pencil icon.
  3. Select the email template you want to use.
  4. Click Save Changes.

Repeat these steps as needed for:

  • Request for Post Approval
  • Approved Post
  • Rejected Post
Configure Post Approval Notifications (image 6 of 7) What this shows Request for Post Approval Approved Post Rejected Post What this shows Illustrates the "Configure Post Approval Notifications" section of "How to Manage Social Planner Email Notifications". This animation appears in the "Configure Post Approval Notifications" section of "How to Manage Social Planner Email Notifications". The text alongside this image reads: Request for Post Approval Approved Post Rejected Post. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Post Failed notifications can be sent to selected users when a scheduled post cannot be published. Selecting the appropriate recipients helps ensure publishing failures are seen by users who can review them. Image 6 of 7 What this coversRequest for Post Approval Approved Post Rejected Post
Fields in this part of the guide Request for Post ApprovalApproved PostRejected Post
Buttons and menus referenced Statuspencil iconSave Changes
Next stepPost Failed notifications can be sent to selected users when a scheduled post cannot be published. Selecting the appropriate recipients helps ensure publishing failures are seen by users who can review them.
All 4 steps in this procedure
  1. Turn on the notification using the Status toggle.
  2. Click the pencil icon.
  3. Select the email template you want to use.
  4. Click Save Changes.

Configure Post Failed Notifications

Post Failed notifications can be sent to selected users when a scheduled post cannot be published. Selecting the appropriate recipients helps ensure publishing failures are seen by users who can review them.

  1. Turn on Post Failed.
  2. Click the pencil icon.
  3. Select the users who should be notified by email when a post fails to publish.
  4. Select the email template.
  5. Click Save Changes.
Configure Post Failed Notifications (image 7 of 7) What this shows Turn on Post Failed. What this shows Illustrates the "Configure Post Failed Notifications" section of "How to Manage Social Planner Email Notifications". This animation appears in the "Configure Post Failed Notifications" section of "How to Manage Social Planner Email Notifications". The text alongside this image reads: Turn on Post Failed. Click the pencil icon. Select the users who should be notified by email when a post fails to publish. Select the email template. Click Save Changes. Immediately after, the guide continues: Q: How does Pre-expiry notification work? Image 7 of 7 What to chooseTurn on Post Failed. Click the pencil icon. Select the users who should be notified by email when a post fails to publish. Select the email template. Click Save Changes.
Buttons and menus referenced Post Failedpencil iconSelectuserswhoshouldbenotifiedemailtemplateSave Changes
Next stepQ: How does Pre-expiry notification work?
All 5 steps in this procedure
  1. Turn on Post Failed.
  2. Click the pencil icon.
  3. Select the users who should be notified by email when a post fails to publish.
  4. Select the email template.
  5. Click Save Changes.

Frequently Asked Questions

Q: How does Pre-expiry notification work?

The token for Facebook expires every 90 days. Before the 10 days of expiry (i.e 80th day), we will be sending pre-expiry notification to the selected users. They can manage the frequency of notification to be sent every 1-10 days.

The blank preview you’re seeing for the Default Template is expected behavior.
Here’s why:
  • Where are the Default Templates stored?
These are built-in system templates managed by the platform. They are not stored within the location’s Email Templates library, which is why you won’t find them when searching there.
  • Can the Default Templates be viewed or edited?
No. Since they are system-level templates, they cannot be viewed or edited directly.
  • Is the blank preview a bug?
No. The preview attempts to load the selected template from the location’s Email Templates library. Because the Default Template exists only at the system level and not within the location, there is no template available for the preview to display, resulting in a blank preview. This is a current product limitation rather than a bug. The notification emails will still be sent with the correct default content.

Was this guide helpful?

Related guides

@Mention or Tag Profile in Posts from Social Planner2 min read · 4 imagesAdd Location Tagging to Social Post1 min read · 9 imagesAdd Pinterest Pins in Social Planner4 min read · 8 imagesSocial Planner - How to Add Multiple Watermarks4 min read · 8 images