How to Manage Social Planner Email Notifications

Modified on: Tue, 1 Sep, 2026 at 1:05 AM

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.

TABLE OF CONTENTS

What are Social Planner Notifications?
Social Planner Notification Types and Settings
How to Set Up Social Planner Notifications
Configure Account Pre-Expiry Notifications
Configure Account Expired Notifications
Configure Post Approval Notifications
Configure Post Failed Notifications
Frequently Asked Questions
Related Articles

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.

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

Notification	Enable/Disable	Email Template	Users to Notify	Reminder Frequency
Account Pre-Expiry	Yes	Yes	Yes	Yes
Account Expired	Yes	Yes	Yes	Yes
Request for Post Approval	Yes	Yes	No	No
Approved Post	Yes	Yes	No	No
Rejected Post	Yes	Yes	No	No
Post Failed	Yes	Yes	Yes	No

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.

Go to Marketing > Social Planner.
Make sure the required social accounts are connected.
Click Settings.
Select Notifications from the left menu.
Locate the notification you want to configure.
Use the Status toggle to turn on/off the notifications.
Click the pencil icon in the Action column to configure its available settings.
Configure the options available for that notification.
Click Save Changes.

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.

Turn on Account Pre-Expiry.
Open its configuration using the pencil icon.
Under the users to notify option, click the + button and select the users who should receive the email.
Select the frequency of the reminders for the selected users.
Select the email template you want to use. The default template is selected automatically, but you can choose an existing custom email template.
Click Save Changes.

Configure Account Expired Notifications

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

Turn on Account Expired.
Open its configuration using the pencil icon.
Select the users who should receive the notification.
Select the reminder frequency.
Select the email template.
Click Save Changes.

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:

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

Repeat these steps as needed for:

Request for Post Approval
Approved Post
Rejected Post

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.

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.

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.

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How to Manage Social Planner Email Notifications