Social Media Dashboard
Simple guide for planning, previewing, and exporting campaign posts.
This guide explains how to upload campaign assets, choose final posts, write captions and metadata, preview social feeds, and export clean handoff files.
Upload assets, organize the campaign, preview posts, then export the client or production handoff.
Quick Start
Follow these steps from setup to final export.
Set up the campaign
Add campaign name, client, designer, date, logo, and brand colors.
Drop in assets
Drag images or videos onto the upload area to create editable cards.
Label and organize
Edit card titles, categories, captions, hashtags, and CTA details.
Choose campaign posts
Shortlist ideas and select the final campaign posts.
Preview posts
Review Instagram, Facebook, or feed-style previews.
Export handoff
Export PDF, Excel, DOCX, JSON, or client-ready files.
Workflow Diagram
Simple campaign flow.
Main Areas
Quick reference for the dashboard.
Campaign setup
Controls project identity, date, logo, and colors.
Asset board
Stores uploaded images and videos as editable cards.
Post editor
Where captions, hashtags, and metadata are drafted.
Preview panel
Shows how selected posts may appear in social layouts.
Filters
Views all, shortlisted, or selected content.
Exports
Creates handoff documents and working files.
Tips
Helpful reminders.
Keep campaign naming consistent
- Use clear names for campaigns, folders, and assets.
- Label final and alternate posts clearly.
- Keep captions close to the selected asset.
Review before export
- Check spelling, hashtags, CTA, and post order.
- Confirm selected posts are marked final.
- Export a review copy before handoff.
Troubleshooting
Use these checks when something does not look right.
Assets do not appear
- Confirm file type is supported.
- Try fewer files first.
- Reload after saving if the browser feels slow.
Preview looks wrong
- Check selected platform and crop settings.
- Confirm the correct post is selected.
Export is missing items
- Make sure final posts are selected.
- Check filters before exporting.
Best Practice
Recommended workflow.
Recommended workflow
Build the campaign board first, select final posts, review previews, then export a clean handoff.
Important reminder
If assets or captions change after export, regenerate the handoff so it matches the latest campaign.