How to Schedule Social Posts in HubSpot: An Easy Guide for B2B Marketers

Managing social media often means juggling several tasks at once. Between crafting engaging content, monitoring performance, and keeping up with multiple platforms, it’s easy to get overwhelmed. Thankfully, if used correctly, HubSpot’s social tools simplify this process so you can manage all your social media accounts in one place. 

In this guide, we’ll walk you through how to schedule social posts in HubSpot, step by step. You’ll learn how to prepare your content, upload images, and schedule your posts efficiently. 

Step 1: Prepare Your Content

Before you start scheduling posts, it’s essential to have your content finalized. This includes having your text, images, and hashtags prepared and approved. You’ll also want to organize everything. Using a spreadsheet or document to store your drafts is an efficient way to keep everything in one place. Plus, spellcheck and character count features help you get your captions just right. Doing this upfront will save you time and ensure consistency when scheduling posts.

Step 2: Use the Correct Image Sizes for Each Platform

Each social platform has its own image dimension requirements, and using the correct sizes ensures your content looks polished and professional. Incorrect dimensions can lead to issues like low resolution or awkward cropping.

Recommended Image Sizes for Common Platforms:

X (Formerly Twitter): 1600x900 or 1200x630. X supports both landscape and portrait images, but it's best to use these sizes to avoid unexpected cropping or resolution loss.

LinkedIn: 1200x1200, 1200x628, or 1200x630. LinkedIn handles various orientations well, but sticking to these sizes ensures consistency across your posts.

Instagram: 1200x1200. Instagram automatically crops images to fit a square format. For a polished look, it's best to use square images or maintain a consistent aspect ratio to avoid cropping important parts of your visuals.

Facebook: 1200x1200, 1200x628, or 1200x630. Like LinkedIn, Facebook handles different image orientations well, as long as they are within the approved dimensions.

When uploading multiple images, especially on platforms like Instagram and Facebook, maintaining a consistent aspect ratio and orientation is crucial. This approach prevents visual disruptions and ensures a cohesive look across your posts. For example, if you’re sharing a carousel post on Instagram, using images with the same dimensions avoids abrupt cropping and provides a smoother viewing experience. On X and LinkedIn, while the orientation can vary, it's still a good practice to keep image sizes consistent to ensure a unified appearance in multi-image posts.

Step 3: Use Hashtags and @ Mentions Properly

Adding hashtags and @ mentions to your captions is a great way to expand your reach. It means people who follow those hashtags or the accounts you tag have a better chance of seeing your content, boosting engagement and visibility.

Hashtags help extend the reach of your posts, but they should always be placed at the end of the content, even after your URL. Make sure your hashtags are relevant to the post and audience.

When mentioning or tagging other accounts, it’s important to note that each social platform has different rules:

• LinkedIn: You can mention both individual users and company pages in your posts and comments by typing the "@" symbol followed by their name. As you type, a dropdown list will appear with matching names; select the correct one to create the mention. 

• Facebook: You can tag both individual users and pages in your posts, comments, and photos. To tag someone, type the "@" symbol followed by their name, and select the correct profile from the suggestions. Additionally, when uploading a photo, you can click "Edit" and then "Tag" to select individuals or pages to tag in the image. 

• Instagram: When creating a post, you can tag other users by typing the "@" symbol followed by their username; Instagram will suggest matching usernames as you type. Additionally, you can use the "Tag People" option during the posting process to add tags directly to your photo. These tags are active once the post is live, allowing users to tap on the photo to see tagged accounts.

• X (Formerly Twitter): You can mention any user by typing the "@" symbol followed by their username, regardless of whether you follow them. This creates a link to their profile and notifies them of the mention.

Understanding these tagging and mentioning functionalities will help you effectively engage with your audience across different platforms.

Step 4: Create a Social Post in HubSpot

Now that your content is ready, it’s time to create the actual post in the Hubspot platform. 

Start by logging into your HubSpot account. From the dashboard, navigate to Marketing and select Social. Once in the social tool, you’ll find an option to create a new post.

Click on Create social posts in the upper right-hand corner. 

You’ll be prompted to select which social media account you want to post to, such as Twitter or LinkedIn. After selecting the account(s), copy paste your approved post into the text box.

To add extra flair to your post, HubSpot allows you to insert emojis by clicking the emoji icon. 

To add hashtags, simply use the # symbol. While hashtags won’t be clickable in the draft or preview, they’ll work once the post is live.

Step 5: Add Graphics and Images

Visual content is key to engaging your audience, so you’ll want to add images to your posts. HubSpot makes it easy to upload images and videos directly into the post editor.

To insert an image, click on the image icon located at the bottom left of the post editor. From there, you can either select an existing image from your file manager or upload a new image from your device by clicking Upload.

Make sure the images you use fit the recommended sizes for each platform to avoid any cropping or distortion.

Step 6: Insert Video (If Applicable)

Using video content? No problem. HubSpot allows you to upload videos for Facebook, Instagram, LinkedIn, and X. Just be sure to keep your videos under 1 minute to avoid upload issues.

To add a video to your post, click on the video icon in the bottom-left corner of the post editor. From here, you can choose an existing video from your file manager or upload a new one from your device by clicking Insert Video.

HubSpot supports several video formats, including mp4, mov, mpeg4, and m4v. Be sure to check the specific video requirements for each platform to ensure your video uploads smoothly.

Step 7: Preview Your Post

Once your post is ready, it’s a good idea to preview it before publishing. The preview will appear on the left side of the screen.

Take a moment to double-check the text, images, and overall layout. This step is crucial to ensure your post appears exactly as you intend.

Step 8: Save as a Draft (If Necessary)

If you’re not ready to publish the post yet, you can save it as a draft. This gives you the flexibility to come back and make edits or finalize your content later.

To save a post as a draft, simply click Save draft at the top left of the post editor. This is a good option if you want to review your posts before scheduling them or if you need to wait for approval.

Step 9: Schedule or Publish Your Post

Now that everything is set, you can choose when you want your post to go live. HubSpot automatically selects a time based on your social media publishing schedule, but you can easily adjust this if needed.

To change the scheduled time, click the dropdown menu and select a specific date and time. 

If you want to publish the post immediately, click Review & Schedule at the top right corner. Then select Schedule.

You can also associate your social post with a campaign. This will help you track how the social post contributed to your marketing efforts for that campaign. To do this, click the Campaign dropdown menu and select an existing campaign or create a new one.

By preparing your content in advance, using the correct image sizes, and scheduling posts at optimal times, you can ensure your social media presence remains consistent and engaging. If you are feeling inspired, let us know—we’re here to help you craft a strategy that drives real results!