Content plan
Plan takes a single captured session — or just a topic — and lays out weeks of content around it. You get a dated calendar of posts anchored on LinkedIn, each one ready to draft in Create and, on event plans, publish into Advocacy.
Video transcript
A keynote is forty five minutes of someone’s best thinking, and most teams get one asset out of it, the recording. Plan takes a single captured session, or just a topic, and lays out weeks of content around it. A dated calendar of posts anchored on LinkedIn, each one ready to draft in Create and, on an event plan, ready to publish into Advocacy so your speakers carry it. This is the seeded plan for our fixture event, eight items over thirty days.
Plan sits under Promote in the Marketing sidebar, and it’s part of the Marketing beta, so it appears once your organization has the beta on. Two things to have before you start. Either a transcribed session to build from, or a topic you can describe in a sentence. Plans built on a real session are noticeably better, because the generator is grounded in what was said in the room rather than working from the topic alone.
The Plan page opens on your plans. Each card shows the name, the status, active once it has items, the duration, how many items, and the date it starts from. Click a card to open it. New plan starts another. And the guide card at the top summarizes what Plan does and links on to Advocacy, which is where the plan ends up.
Let me open New plan so you can see what it asks. The New content plan dialog wants four things. Source first. Pick a captured session from the list, or describe a topic in the box below it instead. One or the other is required. The session picker only shows up once the event has at least one transcribed session, so on a brand new event you’d see the topic box alone.
Goal. Grow LinkedIn, Drive demos, Promote an event, Thought leadership, or Nurture audience. This shapes what the items are for. Duration, fourteen, thirty, sixty or ninety days. Channels. LinkedIn is always on and can’t be turned off, it’s the anchor the cadence is built around. Then toggle Email, Clip, Blog, Lead magnet and Quote card as you like. Build the plan generates the calendar in a moment. I’ll cancel, since we already have one.
Here’s the plan. The header has the name, the purpose the generator wrote for it, the duration and the item count. All plans takes you back to the list. List and Calendar are two views of the same items. Calendar puts each one on its day, which is the view your social manager will want. I’ll switch back to List, because the rows carry more.
Each row is one item. The date, the title, a channel badge, LinkedIn, Email, Clip, Blog, Lead magnet or Quote card, and a status pill. Under the title, the hook the post opens with, and then a line on why that item is in the plan at all. That rationale is worth reading. It’s the generator telling you what job the post does for your goal.
Create on any item opens a Create project drafted from it, grounded in the transcript. Once an item has a draft, that button reads Open draft and takes you back to it. If you’d rather not go one at a time, Generate the month drafts every undrafted item in one pass. Either way the writing happens in Create, and Plan keeps the schedule.
The status pill is a dropdown. Planned, approved, scheduled, published, or skipped, and at the bottom, Remove from plan. Add item inserts something the generator didn’t think of, pick the channel, a date and a title. And clicking a title lets you edit the title and the date inline, so moving a post by a few days is a small edit, not a rebuild.
One button to be careful with. Replan replaces every item in the plan. Anything you’ve hand edited, a title, a date, an item you added, is gone. So before you replan, draft or export whatever you want to keep. Editing a date changes one item. Replan regenerates all of them.
On an event plan, once an item has a draft, Publish appears beside it. Publish turns the item into an Advocacy campaign link and marks it In Advocacy. What it doesn’t do matters just as much. It doesn’t assign recipients, it doesn’t send notify emails, and it doesn’t post anything to LinkedIn. You finish the campaign in Advocacy, assign an audience and notify them, or nothing is shared. Organization level plans don’t have Publish at all, because campaigns always belong to an event.
The strip above the items is your progress. Drafted, Scheduled, and Live in Advocacy. Clicks and conversions aren’t reported here. Once at least one item is live, the strip gains a link to view clicks and conversions in Advocacy, and that’s where every tracked link reports.
Two questions that come up. Does Plan post to LinkedIn for us? No. Plan schedules and drafts, distribution runs through Advocacy, where the advocate posts from their Creator console. And can I change the dates? Yes, inline, item by item. The Help Center article is Content plan. From there, Advocacy picks up where Publish leaves off, with the campaign your plan items become.
Before you start
Section titled “Before you start”You need either a transcribed session to build from, or a topic you can describe in a sentence. Plans built on a real session are noticeably better, because the generator is grounded in what was actually said rather than working from the topic alone.
The plan list
Section titled “The plan list”Marketing > Plan opens on your plans. Each card shows the plan’s name, its status (active once it has items), its duration, the number of items, the channels it uses and the date it starts from. Click a card to open the plan. New plan starts another, and the guide card at the top of the page (Show guide) summarizes what Plan does and links on to Advocacy.
Build a plan
Section titled “Build a plan”Go to Marketing > Plan and click New plan. The New content plan dialog asks for four things.
Source
Pick a captured session, or describe a topic instead. One or the other is required. The session picker only appears when the event has at least one transcribed session.
Goal
Choose Grow LinkedIn, Drive demos, Promote an event, Thought leadership, or Nurture audience.
Duration
14, 30, 60, or 90 days.
Channels
Toggle the channels to include — Email, Clip, Blog, Lead magnet, Quote card. LinkedIn is always on and can’t be turned off; it’s the anchor the cadence is built around.
Build the plan
Click Build the plan. Generation takes a moment, then the calendar appears.
Work the plan
Section titled “Work the plan”The plan opens on its items, dated and in order. Each row carries the date, the title, a channel badge (LinkedIn, Email, Clip, Blog, Lead magnet or Quote card), a status pill, the hook the post opens with, and a line on why that item is in the plan. Switch between List and Calendar views with the toggle in the header.
- Create on any item opens a Create project drafted from that item. Once an item has a draft the button reads Open draft and takes you back to it.
- Generate the month drafts every undrafted item in one pass.
- The status dropdown moves an item through planned, approved, scheduled, published, or skipped, and holds Remove from plan.
- Add item inserts something the generator didn’t think of: pick the channel, a date and a title. Click a title to edit the title and date inline.
Publish to advocacy
Section titled “Publish to advocacy”On event plans, Publish appears on an item once it has a draft. It turns the item into an Advocacy campaign link and marks it In Advocacy.
Publish is unavailable on organization-level plans, since Advocacy campaigns are always scoped to an event. Build the plan inside the event if you intend to distribute it.
Track progress
Section titled “Track progress”The progress strip shows Drafted, Scheduled, and Live in Advocacy. Clicks and conversions aren’t reported here — once at least one item is live, the strip gains a View clicks & conversions in Advocacy link to the event’s Advocacy analytics.
What happens if I have no transcribed sessions?
Describe a topic instead. You’ll still get a dated cadence, just built from the topic rather than grounded in a transcript.
Can I change the dates?
Yes, edit an item’s date inline. Replanning regenerates all dates.
Does Plan post to LinkedIn for me?
No. Plan schedules and drafts; distribution runs through Advocacy, where the advocate posts from their share page.
Related
Section titled “Related”- Create — where each plan item gets drafted
- Advocacy campaigns — where published items are distributed
- Live Transcribe — how sessions become plan sources