Menu
Print Shop Worx Social Scheduler Support Guide
Print Shop Worx Support

How to Use Social Scheduler in PSW

This guide explains how to set up social accounts, create posts, schedule content, use the media library, monitor posts, and review reports inside Print Shop Worx.

1. Social Dashboard overview

The Social Dashboard is the main starting point for social media inside PSW. It gives you quick access to accounts, posts, scheduler, media library, and reports.

1

Open Marketing

From the main app menu, click Marketing. Social sits under Marketing so everything related to campaigns and social content stays together.

2

Open Social Dashboard

Click Social Dashboard to view account counts, scheduled posts, sent posts, and quick actions.

3

Use the social tabs

Use the tabs for Social, Accounts, Posts, Scheduler, and Reports.

Print Shop Worx Social Dashboard
Image Placeholder: Social DashboardAdd screenshot of the Social Dashboard here.
Best practice: check the Social Dashboard each morning to see upcoming posts, failed posts, and account connection status.

2. Add social media accounts to PSW

Social accounts must be added before you can schedule and publish posts. PSW separates accounts by platform so you can control where each post is sent.

1

Open Social Accounts

Go to Marketing > Social Accounts, or from the Social Dashboard click Manage Accounts.

2

Choose the platform

Select the platform you want to add, such as Meta/Facebook, Instagram, Threads, LinkedIn, or Test/Manual.

3

Connect or create manually

Use Connect where live account connection is available. Use Manual/Test when you want to plan content without live publishing.

4

Confirm publish readiness

After an account is added, check whether it is marked connected and publish ready before relying on scheduled posting.

Print Shop Worx Social setup
Image Placeholder: Social Accounts SetupAdd screenshot of the Accounts Hub or social account setup screen here.
FieldWhat it meansWhat to check
PlatformThe social network the account belongs to.Choose the correct platform before saving.
Account nameThe display name for the social account in PSW.Use a clear name, such as Facebook Page or Instagram Business.
ConnectedShows whether PSW has a live connection or stored account record.Reconnect if the account becomes disconnected.
Publish readyShows whether the account can be used for posting.Only schedule live posts to publish-ready accounts.
Important: do not share personal social passwords in PSW. Use official connection flows or approved manual workflows only.

3. Upload and manage media

The Media Library stores reusable images and videos so you can attach them to posts without uploading the same file again each time.

1

Open Media Library

From Marketing > Social Posts, click Media Library, or open it from the social tools area.

2

Upload files

Click Choose File, select your image or video, then click Upload Media.

3

Check platform badges

Review badges such as safe for all platforms, may be cropped, or high crop risk before using media.

4

Reuse media in posts

When creating a post, select media from the library instead of uploading it again.

Print Shop Worx Social libary
Image Placeholder: Media LibraryAdd screenshot of the Media Library screen here.

Recommended image size

Use square 1080 × 1080 images for broad compatibility across platforms.

Instagram portrait

Use 1080 × 1350 for Instagram feed posts where portrait layout is preferred.

File naming

Name media clearly, for example winter-promo-shirt.jpg or new-equipment-reel.mp4.

4. Create and manage social posts

The Posts screen is where you create new social content, review drafts, check scheduled posts, and manage posts that have been sent or failed.

1

Open Social Posts

Go to Marketing > Social Posts.

2

Click Create Post

Use Create Post to start a new draft.

3

Choose account targets

Select the social accounts/platforms where the post should be published.

4

Write the caption

Add your post text, hashtags, links, and any instructions for the person reviewing the content.

5

Attach media

Choose media from the Media Library or upload a new image/video if allowed.

6

Save or schedule

Save as draft, queue it, or schedule it for a specific date and time.

Print Shop Worx Social create
Image Placeholder: Posts DashboardAdd screenshot of the Social Posts screen or Create Post screen here.
StatusMeaningAction
DraftThe post is saved but not ready to publish.Review, edit, and schedule when ready.
QueuedThe post is waiting in the publishing queue.Check schedule time and target accounts.
ScheduledThe post is planned for a future date/time.Monitor through Scheduler.
SentThe post has been published or marked as sent.Review performance in Reports.
FailedThe post did not publish successfully.Check account connection, media, and retry.

5. Use the Scheduler calendar

The Scheduler gives you a calendar view of your social content so you can plan campaigns, balance posting frequency, and avoid last-minute content creation.

1

Open Scheduler

Go to Marketing > Social Scheduler.

2

Select a month

Use the calendar controls to move between months or jump to a date.

3

Filter by status

Use filters to show scheduled, queued, sent, failed, or draft posts.

4

Create new content

Click New Post to create content directly from the schedule view.

5

Review gaps

Look for days or weeks with no content and add planned posts as needed.

Print Shop Worx Social Scheduler
Image Placeholder: Social SchedulerAdd screenshot of the Scheduler calendar here.
Best practice: schedule content several days ahead, then check the queue daily to catch failed posts or missing assets.

6. Review social reports

Reports help you monitor activity, account readiness, scheduled posts, sent posts, and failed posts. Use reports to improve your content planning.

1

Open Reports

Go to Marketing > Social Reports or open the Reports tab from the Social area.

2

Check summary cards

Review total accounts, publish-ready accounts, scheduled posts, and failed posts.

3

Review failed posts

Failed posts should be checked quickly so account or media issues do not repeat.

4

Use results for planning

Use the reports to adjust posting frequency, campaign timing, and media choices.

Print Shop Worx Social Dashboard
Image Placeholder: Social ReportsAdd screenshot of the Social Reports dashboard here.

7. Troubleshooting

Use this section when posts are not saving, not scheduling, or not publishing as expected.

IssueLikely causeWhat to do
Cannot select an accountNo social account has been added or the account is not publish ready.Go to Social Accounts and connect or add the account first.
Post stays as draftThe post has not been scheduled or sent to the queue.Open the post, choose schedule details, then save or queue it.
Post failsConnection expired, media issue, or platform rule problem.Reconnect the account, check media size, then retry.
Image looks croppedThe media does not match the preferred platform size.Use Media Library badges and upload a safer crop.
Wrong platform selectedTarget account was not reviewed before scheduling.Edit the post before publish time and correct the target accounts.

8. Setup checklist

Use this checklist when setting up Social Scheduler for the first time.

✓Company branding is set up in Settings > Branding.
✓Social accounts have been added under Marketing > Social Accounts.
✓At least one account is connected or ready for manual posting.
✓Media Library contains approved photos, videos, and graphics.
✓First post has been created and saved as draft.
✓First scheduled post has been added to the Scheduler.
✓Reports screen has been checked for scheduled and failed posts.
✓Team members know who is responsible for reviewing posts before publishing.

Need help?

Contact your Print Shop Worx administrator if you cannot connect an account, cannot access the Social Scheduler, or need help setting up your first campaign.