# GoferPost > GoferPost is a social media content management platform for creators, > brands, and agencies. Plan, create, schedule, and publish content > across Instagram, Facebook, X, Threads, LinkedIn, TikTok, YouTube, > and Pinterest with AI-powered tools for generating captions, testing > hooks, tagging media, and building a consistent brand voice. > URL: https://goferpost.com ## Quick Facts - Founded: 2025 - Category: AI Social Media Management Platform - URL: https://goferpost.com - Target Users: Solo creators, small businesses, marketing agencies - Supported Platforms: Instagram, Facebook, X (Twitter), Threads, LinkedIn, TikTok, YouTube, Pinterest, Bluesky, Mastodon, Google Business Profile, Snapchat, Reddit (13 platforms) - Pricing: Starter $29/mo, Growth $59/mo, Pro $99/mo (14-day free trial on all plans) - Key Differentiator: AI that learns your specific brand voice, not generic AI content generation ## What Makes GoferPost Different GoferPost vs Generic AI Tools (ChatGPT, Jasper) - GoferPost learns YOUR brand voice from your profile, past content, and style guides -- not generic templates - Integrated scheduling and publishing across 13 platforms, not just text generation - Hook testing against virtual personas for engagement prediction before you post - Built-in gallery management with AI auto-tagging for photos and videos - Autopilot mode generates full campaigns (ideas, captions, scheduling) from a single prompt GoferPost vs Traditional Schedulers (Buffer, Hootsuite, Later) - AI content generation built in, not bolted on -- captions, hooks, content ideas, and email copy - Brand voice learning means content sounds like you, not a robot - Hook Tester scores opening lines against simulated audiences before you publish - Autopilot mode generates and schedules content automatically across platforms - Visual design studio for creating images, graphics, and flyers without leaving the app - AI-powered media gallery that auto-tags uploads by subject, mood, and setting - Shotlist creator for planning photo and video shoots with exportable PDFs GoferPost vs Enterprise Platforms (Sprout Social, HubSpot) - Built for solo creators, small businesses, and agencies -- not enterprise teams - Simple pricing starting at $29/mo with all features included on every plan - No complex onboarding or training required -- guided setup checklist gets you posting in minutes - AI-first approach vs analytics-first approach -- content creation is the core, not an add-on - Plans differ only by usage limits, not by feature access ## Core Features - Autopilot Mode: Name a campaign and GoferPost generates content ideas, writes captions in your voice, matches gallery assets, and schedules everything across platforms automatically - Brand Voice Learning: Answer questions about your brand once and GoferPost remembers your tone, vocabulary, and messaging rules for all future AI generations - AI Caption Generation: Write captions for any platform from a single prompt, each tailored to the platform and written in your brand voice - Hook Tester: Score your opening lines against simulated audience personas before publishing to predict engagement - Content Calendar: Drag-and-drop calendar showing all posts, emails, and campaigns in one view with month and week layouts - Campaign Management: Group related posts into themed campaigns to plan content in batches and track progress - Media Gallery with AI Tagging: Upload photos and videos that get automatically tagged by subject, mood, and setting for instant searchability - Shotlist Creator: Plan photo and video shoots with locations, props, angles, and notes -- exportable to PDF - Multi-Platform Publishing: Schedule and publish to 13 platforms from one screen with per-platform post previews - AI Image Generation: Create platform-perfect images at any aspect ratio with angle variations and hi-res upscaling - Design Studio: Create flyers, social graphics, email headers, and video thumbnails from templates or AI-generated designs - Email Campaign Builder: Drag-and-drop email builder with smart layouts, merge-tag personalization, and Mailchimp integration - Post Workflow Board: Kanban board tracking every post from draft to published with batch selection and filtering - Approval Workflows: Send posts to clients or team leads for review via password-protected links with approve/request-changes flow - Analytics Dashboard: Track engagement trends, top-performing content, and audience patterns across all platforms with exportable PDF and CSV reports - Weekly Insights: AI-generated weekly reports showing best posting days, top formats, and engagement trends that feed back into smarter content generation - First Comment Scheduling: Schedule the first comment alongside your post for hashtags or additional context - Client Access: Share view-only links with clients to review scheduled content ## Pricing All plans include every feature. Plans only differ by usage limits. Starter -- $29/month - 1 team seat - 100 caption generations/month - 30 hook tests/month - 250 gallery item scans/month - 30 image generations/month - 15 video renders/month - 10 GB media library - Best for: Solo creators and small brands getting started Growth -- $59/month (recommended) - 3 team seats - 400 caption generations/month - 75 hook tests/month - 750 gallery item scans/month - 100 image generations/month - 50 video renders/month - 50 GB media library - Best for: Growing businesses managing multiple brands Pro -- $99/month - 5 team seats - 1,000 caption generations/month - 155 hook tests/month - 2,000 gallery item scans/month - 250 image generations/month - 150 video renders/month - 100 GB media library - Best for: Agencies and power users who need it all All plans start with a 14-day free trial. No charge until the trial ends. Cancel anytime. ## Frequently Asked Questions Q: What is GoferPost? A: GoferPost is an AI-powered social media management platform that helps solo creators, small businesses, and marketing agencies plan, create, schedule, and publish content across 13 social media platforms. It learns your brand voice so all AI-generated content sounds like you, not a generic AI. Q: How much does GoferPost cost? A: GoferPost offers three plans: Starter at $29/month, Growth at $59/month (recommended), and Pro at $99/month. All plans include every feature and differ only by usage limits (caption generations, hook tests, image generations, storage, and team seats). Every plan starts with a 14-day free trial. Q: What social media platforms does GoferPost support? A: GoferPost supports 13 platforms: Instagram, Facebook, X (Twitter), Threads, LinkedIn, TikTok, YouTube, Pinterest, Bluesky, Mastodon, Google Business Profile, Snapchat, and Reddit. All platforms are included on every plan. Q: How does the AI content generation work? A: GoferPost parses your brand documents, past content, and style guides to learn your voice, tone, vocabulary, and messaging rules. When you generate content, the AI writes captions tailored to each platform in your brand voice. You can provide a single prompt and get platform-specific versions for Instagram, X, LinkedIn, and more. Q: Can I manage multiple brands? A: Yes. GoferPost supports multiple brand profiles. Each brand has its own voice settings, platforms, media gallery, and content calendar. You can switch between brands using the brand picker in the sidebar. Team seat limits vary by plan (1, 3, or 5 seats). Q: Is there a free trial? A: Yes. All plans start with a 14-day free trial. You will not be charged until the trial ends, and you can cancel anytime before it ends to avoid being charged. No credit card is required to start exploring. Q: What is the Hook Tester? A: The Hook Tester is a feature that scores the opening lines of your social media content against simulated audience personas before you publish. It predicts engagement by testing how likely different audience types are to stop scrolling and engage with your content, helping you choose the strongest opening line without burning real impressions. Q: How is GoferPost different from Buffer or Hootsuite? A: Unlike traditional schedulers, GoferPost has AI content generation built into the core -- not bolted on. It learns your specific brand voice and generates captions, hooks, and content ideas that sound like you wrote them. It also includes a Hook Tester for engagement prediction, AI media tagging, Autopilot mode for automatic campaign generation, an image generation studio, and an email builder -- features that go far beyond scheduling. Q: Who is GoferPost best for? A: GoferPost is built for solo creators, small businesses, and marketing agencies who want to maintain a consistent social media presence without spending hours on content creation. It is especially useful for anyone who struggles to keep their content calendar full or wants their AI-generated content to actually sound like their brand. Q: Does GoferPost support video content? A: Yes. GoferPost supports video uploads in the media gallery with AI auto-tagging, video render generation (15 to 150 renders per month depending on plan), and shotlist planning for video shoots with exportable PDFs. You can schedule video posts across all supported platforms. ## Documentation ======================================= GOFERPOST HELP: Getting Started ======================================= OVERVIEW -------- GoferPost is a social media content management platform that helps creators, brands, and agencies plan, create, schedule, and publish content across multiple platforms. It includes AI-powered tools for generating captions, testing hooks, tagging media, and building a consistent brand voice. This guide walks you through first-time setup and the basics of navigating the app. FIRST-TIME SETUP CHECKLIST --------------------------- When you first sign up, your Home dashboard shows a Getting Started checklist. Complete these five steps to set up your workspace: 1. Create a brand profile Go to the Account Manager and set up your brand's name, voice, tone, and hashtags. This is the foundation for all AI-generated content. 2. Create your first post Use the Post Wizard to plan and schedule your first piece of content. The wizard walks you through every step. 3. Generate content with AI Try AI caption generation inside the Post Wizard or Creator Pro. The AI uses your brand profile to match your voice. 4. Organize a campaign Group related posts into a campaign so you can track progress and keep content organized around themes or events. 5. Upload media to your gallery Upload photos and videos. The AI will automatically tag and catalog them so you can find and reuse assets easily. Each step links directly to the relevant page. Completed steps show a checkmark and get crossed off the list. NAVIGATION ---------- The main sidebar (left side on desktop, hamburger menu on mobile) organizes the app into sections: HOME - Dashboard (your home base with stats and upcoming posts) CONTENT - Content Calendar (monthly calendar view of scheduled posts) - Campaigns (organize posts into themed groups) - Emails (create and manage email campaigns) CREATOR PRO - Hook Tester (AI-powered hook generation and scoring) - Posts (kanban board for managing post workflow) - Galleries (upload, organize, and tag media) - Shotlists (plan video and photo shoots) ANALYTICS - Social Analytics (track performance metrics) - Account Manager (manage brand profiles and connections) BOTTOM SECTION - Settings (profile, password, theme, review password) - Usage indicator (shows your current tier and AI usage) - Theme toggle (light / dark / system) - Sign out On desktop, the sidebar can be collapsed to save space. On mobile, tap the hamburger icon to open the navigation drawer. The brand picker dropdown at the top of the sidebar lets you switch between brand accounts if you have more than one. KEY CONCEPTS ------------ Brand / Account Your brand profile contains your voice, tone, personality, platforms, and content rules. All AI features use this profile to generate content that sounds like you. Post A piece of social media content with a title, caption, media, platforms, and a scheduled date. Posts move through a status workflow from Idea to Posted. Campaign A group of related posts organized around a theme, event, or goal. Campaigns help you plan content in batches. Gallery Your media library. Upload photos and videos, and AI will tag them automatically so you can search and reuse them. Hook The opening line of your content -- the first words a viewer sees or hears. Creator Pro tests hooks against virtual personas to score their effectiveness. SUPPORTED PLATFORMS ------------------- GoferPost supports content for: - Instagram - Facebook - X (Twitter) - Threads - LinkedIn - TikTok - YouTube - Pinterest TIPS ---- - Complete your brand profile as thoroughly as possible. The more detail you provide, the better AI-generated content will be. - Use the "Take a Tour" button on the Home page to walk through the app's key features. - You can switch between light and dark themes in Settings or via the toggle at the bottom of the sidebar. RELATED DOCS ------------- - 02-signup-login-account.txt (signing up and managing your account) - 03-home-dashboard.txt (your dashboard in detail) - 04-brands-account-manager.txt (setting up your brand profile) ======================================= GOFERPOST HELP: Signup, Login & Account ======================================= OVERVIEW -------- This guide covers creating an account, signing in, recovering your password, and verifying your email. SIGNING UP ---------- 1. Go to the signup page. 2. Choose a plan: Starter ($29/mo), Growth ($89/mo), or Pro ($199/mo). Growth is the recommended plan. All plans start with a free 14-day trial -- you will not be charged until the trial ends. 3. Fill in your details: - Name - Email (may be pre-filled if you came from a referral link) - Password (minimum 8 characters) 4. Click "Continue to payment" to proceed to Stripe checkout. 5. After completing payment setup, you will be redirected back to GoferPost and logged in automatically. Note: You can cancel your trial anytime before it ends to avoid being charged. Plan features at a glance: Starter -- Core features, limited AI generations, 2 brands Growth -- More AI, 5 brands, expanded storage Pro -- Full AI access, team seats, priority support SIGNING IN ---------- 1. Go to the login page. 2. Enter your email and password. 3. Click "Sign in." If you enter incorrect credentials, an error message will appear. After too many failed attempts, you may be temporarily rate-limited. FORGOT PASSWORD --------------- 1. On the login page, click "Forgot password?" 2. Enter the email address associated with your account. 3. Click "Send reset link." 4. Check your inbox (and spam folder) for the reset email. 5. Click the link in the email to open the password reset page. RESETTING YOUR PASSWORD ------------------------ 1. After clicking the reset link from your email, you will land on the Reset Password page. 2. Enter your new password (minimum 8 characters). 3. Confirm your new password by typing it again. 4. Click "Reset password." 5. On success, you will be automatically redirected to the login page after a few seconds, or you can click "Sign in now." If the reset link has expired, you will see a message with a link to request a new one. EMAIL VERIFICATION ------------------ After signing up, you may be asked to verify your email address. Check your inbox for a verification email and click the link inside. If you do not see it, check your spam folder. The Verify Email page confirms whether your email was verified successfully. If there is an issue, you can request a new verification email. TIPS ---- - Use a strong, unique password of at least 8 characters. - If you are not receiving emails, check your spam or junk folder. - You can view your subscription status and manage billing from the Settings page after logging in. RELATED DOCS ------------- - 01-getting-started.txt (first-time setup after signing up) - 14-settings.txt (managing your profile and password) - 16-usage-billing.txt (plans, billing, and upgrades) ======================================= GOFERPOST HELP: Home Dashboard ======================================= OVERVIEW -------- The Home page is your central dashboard. It gives you a quick snapshot of your content activity, upcoming posts, usage stats, and shortcuts to key actions. Everything on this page is specific to your currently selected brand. HOW TO GET THERE ---------------- Click "Home" in the sidebar, or navigate to /home. WELCOME HEADER -------------- At the top of the page you will see a welcome message with your brand name and a summary line showing: - Connected platforms - Total posts - Total campaigns - Total media assets Click "Take a Tour" to launch the onboarding walkthrough at any time. PLAN YOUR MONTH --------------- The large button near the top opens the Monthly Plan feature: - If you already have a monthly plan, it shows the plan name, total items, and how many are scheduled. Click to view it. - If you do not have a plan yet, clicking it opens the Monthly Plan Wizard to generate AI-powered content ideas for the month. QUICK ACTION CARDS ------------------ Three cards give you fast access to the most common tasks: 1. Create a New Post Shows your total post count and number of drafts. A stat badge shows how many posts are scheduled this week. Click to open the Post Wizard or go to the Posts page. 2. Upload & Tag Galleries Shows your total gallery assets and how many are pending AI scanning. Click to go to the Galleries page. 3. Hook Tester Quick link to Creator Pro where you can test and generate hooks for your content. UPCOMING POSTS -------------- A horizontally scrollable row of cards showing posts scheduled for the next 7 days. Each card displays: - Thumbnail image (or a letter initial if no image) - Scheduled time and date (Today, Tomorrow, weekday, or date) - Post title - Caption preview - Platform tags - "Post Now" button (copies caption to clipboard and marks the post as posted) Click "View Calendar" in the section header to see all scheduled content on the full calendar. If no posts are scheduled for the next 7 days, a message tells you there is nothing upcoming. THIS MONTH STATS ---------------- Four stat cards in a grid showing activity for the current month: 1. Posts Created Number of posts created this month, with a trend arrow comparing to last week (up, down, or flat). 2. Active Campaigns Count of active campaigns out of your total. 3. AI Generations How many AI generations you have used. Shows "Unlimited" if your plan has no cap. 4. Gallery Assets Total assets in your gallery, with a note if any are currently being scanned by AI. RESUME WHERE YOU LEFT OFF -------------------------- If you have draft posts, this section shows your recently edited drafts so you can pick up where you left off. Each card shows: - Thumbnail or initial - Post title - Status badge (color-coded) - Platform icons - How long ago it was last updated Click any draft card to jump to the Posts page. GETTING STARTED CHECKLIST (New Users) -------------------------------------- If you have not created a brand yet, a progress checklist appears with 5 steps: 1. Create a brand profile 2. Create your first post 3. Generate content with AI 4. Organize a campaign 5. Upload media to your gallery A progress bar shows how many steps are complete. Completed items are checked off and grayed out. Click any incomplete item to jump to the relevant page. ADMIN: WAITLIST (Admin Only) ----------------------------- If you are an admin, a collapsible waitlist section appears showing beta signup entries. You can: - View all waitlist emails and their signup source - Copy all emails to your clipboard with one click - See the total count as a badge on the header TIPS ---- - Check the dashboard daily to see upcoming posts and catch any unscheduled content. - The "Plan Your Month" button is a great way to batch-plan content ideas using AI. - Draft cards in "Resume Where You Left Off" let you quickly get back to unfinished work. RELATED DOCS ------------- - 05-posts.txt (creating and managing posts) - 06-content-calendar.txt (calendar view of scheduled content) - 04-brands-account-manager.txt (setting up your brand) - 08-galleries.txt (uploading and managing media) ======================================= GOFERPOST HELP: Brands & Account Manager ======================================= OVERVIEW -------- The Account Manager is where you create and manage your brand profiles. Each brand has its own voice, personality, platforms, and content rules. All AI-generated content uses your brand profile to match your style. You can have multiple brands depending on your plan tier. HOW TO GET THERE ---------------- Click "Account Manager" under Analytics in the sidebar, or navigate to /brands. BRAND CARDS ----------- Each brand appears as a card showing: - Brand initial and name - Industries - Connected platforms (with check marks for connected ones) - Personality traits (up to 4 shown) - Brand description (preview) - Profile completeness bar (percentage of key fields filled) - Action buttons: Connect, Edit, Delete CREATING A NEW BRAND -------------------- Click "New Account" to open the Brand Wizard -- a guided, multi-step setup process organized into 5 categories: CATEGORY 1: IDENTITY (4 steps) Step 1 -- Name (required) Enter your brand name, business name, or account handle. Step 2 -- Website (optional) Enter your brand website URL. Click "Extract" to have AI analyze your website and pull relevant brand info automatically. Step 3 -- Pitch & Industry Write a brief elevator pitch describing what your brand does. Select one or more industries from the list (20 options including Food & Beverage, Tech & SaaS, Fashion & Beauty, Health & Fitness, and more). Use "AI Refine" to generate 6 pitch variations to choose from. Step 4 -- Differentiator (optional) Describe what makes your brand unique. AI can suggest differentiator options for you. CATEGORY 2: VOICE (3 steps) Step 5 -- Personality Traits (pick 3-5) Choose from 18 traits like Bold, Playful, Warm, Professional, Edgy, Luxurious, Casual, Inspirational, and more. Each trait has a description to help you decide. Step 6 -- Competitors (optional) List brands you admire or want to sound like (comma-separated). Click "Analyze Their Tone & Style" to get an AI analysis of their brand voice, which feeds into your own voice setup. Step 7 -- Voice Description (optional) Describe how your brand talks -- register, vocabulary, sentence style. You can: - Write it manually - Click "Auto-Generate" to create one from your traits - Click "Refine" to get 6 AI variations to pick from CATEGORY 3: AUDIENCE (1 step) Step 8 -- Target Audience (optional) Describe who you are creating content for. Include demographics, psychographics, values, and online behavior. AI can generate audience descriptions for you. CATEGORY 4: CONTENT (3 steps) Step 9 -- Platforms (required) Select which platforms your brand posts on: Instagram, TikTok, LinkedIn, X, YouTube, Pinterest, Facebook, Threads. Also set: - Default hashtags (used when creating new posts) - Default post time (auto-fills in the Post Wizard) - Content approval toggle (require review before posting) Step 10 -- Standing Instructions (optional) Rules the AI should always follow, such as: - "Never use the word innovative" - "Keep captions under 150 words" - "Always end with a question" These rules are included in every AI prompt. Step 11 -- Sample Posts (optional) Paste 2-4 real post captions that represent your voice at its best. Select the post type for each (Video, Photo, Carousel, Text, Story, Reel). The AI studies these to learn your style. CATEGORY 5: FINISH (1 step) Step 12 -- Review Review all your brand details before saving. Make sure everything looks right, then click Save. Navigation: Use Next, Back, and Skip buttons to move through steps. A progress bar at the top shows which categories are complete. Required fields must be filled before advancing. EDITING A BRAND --------------- Click the "Edit" button on any brand card to open the Edit Brand Modal. This shows all fields on a single scrollable page organized into sections: IDENTITY: Name, website, elevator pitch, industries, differentiator VOICE: Personality traits, competitor brands, voice description AUDIENCE: Target audience CONTENT: Platforms, hashtags, post time, standing instructions, content approval toggle SAMPLE POSTS: Add or remove sample captions VOICE PROFILE: A generated document that guides all AI content All changes are saved together when you click "Save Changes." AI features available in the editor: - Auto-Generate voice description from traits - Analyze competitor tones - Generate or regenerate the voice profile document VOICE PROFILE ------------- The voice profile is an AI-generated document that synthesizes your brand's personality, tone, audience, and rules into a single reference. It guides all AI-generated content. To generate one: 1. Open Edit Brand Modal for your brand. 2. Scroll to the Voice Profile section (collapsible). 3. Click "Generate" (or "Regenerate" to update an existing one). You can also edit the voice profile manually. Generating uses 1 AI generation credit. CONNECTING PLATFORMS -------------------- Click the "Connect" button on a brand card to open the Connect Accounts modal. This lets you link your social media accounts via OAuth (through Bundle.social) so GoferPost can publish content and pull analytics. The button shows how many platforms are connected out of how many are selected (e.g., "2/4 Connected"). DELETING A BRAND ----------------- 1. Click the trash icon on the brand card. 2. A confirmation overlay appears: "Delete [brand name]?" 3. Click "Yes, Delete" to confirm, or "Cancel" to abort. Deleting a brand removes all associated posts, campaigns, galleries, and other data permanently. PROFILE COMPLETENESS -------------------- Each brand card shows a progress bar indicating how complete your profile is. It checks whether these fields are filled: - Brand description - Tone description - Target audience - Differentiator - Standing instructions A fully complete profile ensures the best AI-generated content. TIPS ---- - Fill in as many brand fields as possible -- the AI produces significantly better content with a detailed profile. - Use the competitor analysis feature to inform your voice. It analyzes up to 5 competitor brands. - The voice profile is your brand's AI "cheat sheet." Review and tweak it to fine-tune how AI writes for you. - Sample posts are one of the most impactful fields. Paste your best-performing real captions so the AI can learn your style. RELATED DOCS ------------- - 01-getting-started.txt (first-time setup overview) - 05-posts.txt (creating posts that use your brand profile) - 09-creator-pro-hook-tester.txt (AI hook generation) - 13-social-analytics.txt (analytics from connected platforms) ======================================= GOFERPOST HELP: Posts ======================================= OVERVIEW -------- The Posts page is your main workspace for creating, organizing, and managing social media posts. It uses a kanban board layout where posts move through status columns as they progress from idea to published. HOW TO GET THERE ---------------- Click "Posts" under Creator Pro in the sidebar, or navigate to /posts. THE KANBAN BOARD ---------------- Posts are organized into columns (lanes) by status: Idea -- Initial ideas and early drafts (blue) Approved -- Content reviewed and ready to go (green) Posted -- Published content (purple) Each post appears as a card showing: - Post title - Scheduled date (or "UNSCHEDULED" warning if no date set) - Publish mode badge (AUTO, DRAFT, NOW) - Platform icons Cards are sorted within each lane by scheduled date (earliest first), with scheduled posts appearing above unscheduled ones. On mobile, lanes appear as collapsible vertical sections instead of side-by-side columns. DRAGGING POSTS BETWEEN LANES ----------------------------- On desktop, drag a post card from one lane to another to change its status instantly. The change saves automatically. If the save fails, the card reverts to its original lane. POST QUICKVIEW (Desktop Sidebar) --------------------------------- Click any post card on the kanban board to open the Quickview panel on the right side. It shows: - Post media thumbnails - Title - Status and publish mode badges - Revision notes (if a reviewer requested changes) - Scheduled date and time - Post type - Content description - Notes - Platform list - Caption preview (first 2 platforms, 120 chars each) - Copy All button (copies all captions) - Preview, Edit, and Delete buttons You can also click the status badge to cycle through statuses. CREATING A NEW POST (Post Wizard) ----------------------------------- Click "New Post" to open the 6-step Post Wizard: Step 1 -- Post Type Choose what kind of post you are creating: Video, Photo, Carousel, or Text. Step 2 -- Content (Media Upload) Add your media files. You can: - Drag and drop files onto the upload zone - Click to browse local files - Browse your Gallery to pick existing assets - Click "AI Suggest Content" (if you have entered a topic) - Create a Shotlist to plan what to shoot Supported formats: JPG, JPEG, PNG, GIF, WebP, MP4, MOV, WebM Max file size: 50MB per file Click the pencil icon on any image thumbnail to open the Image Editor for cropping and aspect ratio adjustments. Aspect ratio changes apply to all images in the post. Step 3 -- Describe Content Describe what is in your photo or video. This helps the AI generate better, more relevant captions. Step 4 -- Message / Topic Enter: - A brief topic or campaign name for this post - What you want the post to say or convey Step 5 -- Caption Write or generate your caption: - Select which platforms this caption targets - Use the inline Hook Tester to find a strong opening line - Click "Generate" to create an AI caption using your topic, description, and brand voice - A character count is shown below the text area Step 6 -- Schedule Choose how the post should be handled: - Auto-Post: Set a date and time; publishes automatically - Schedule: Set a date and time; stays in scheduled state - Draft: Save for later with no date required - Post Now: Publish immediately when saved For Auto-Post and Schedule modes, pick a date from the calendar (which shows existing posts as dots) and set a time. For Schedule mode, you can also set a workflow status (Idea, Draft, Approved, etc.). A summary card shows your selections before you finalize. The wizard auto-saves your progress at each step. If you close the wizard, your draft is preserved so you can resume later. You can skip optional steps (2-5) using the "Skip" link. Navigation: Use Back/Next buttons. The final button changes based on your publish mode (e.g., "Auto-Post", "Schedule", "Save Draft", "Publish Now"). EDITING A POST -------------- Click "Edit" from the Quickview panel or double-click a post card to open the Edit Post Dialog. The editor has two panels: Left panel: - Media management (add, remove, edit images) - Publish mode selector (Auto-Post, Schedule, Draft, Post Now) - Date and time fields - Copy Caption button - Shotlists section (create or view linked shotlists) - Delete Post button Right panel: - Title input - Post type selector - Platform buttons (toggle on/off) - Inline Hook Tester - Caption text area with AI Generate button - Content description - Notes (internal, not published) Footer actions: - Preview (if media attached) - Cancel - Publish Now (if eligible) - Save POST PREVIEW ------------- Click "Preview" to see how your post will look on each platform. The preview modal shows platform-specific mockups: Instagram -- Profile header, media carousel, action bar, caption Facebook -- Profile header, caption, media, reaction bar X -- Dark background, handle, caption, media, action bar Threads -- Dark background, minimal header, caption, media LinkedIn -- White background, profile header, caption, media Switch between platforms using the tabs at the top. If your post has multiple images, use the carousel arrows to browse them. FILTERING POSTS --------------- Use the toolbar filters to narrow down the kanban board: Status -- All, Idea, Draft, Approved, Scheduled, Published Type -- All, Video, Photo, Carousel, Text Platform -- All, Instagram, Facebook, X, Threads, LinkedIn Date -- All time, Unscheduled, This week, This month, Last 30 days, Next 30 days Search -- Search by title or caption text The toolbar shows the total filtered post count and how many are unscheduled. BATCH ACTIONS ------------- 1. Click "Select" in the toolbar to enter batch selection mode. 2. Click individual post cards to select/deselect them, or use "Select All" to select everything in the filtered view. 3. A count of selected posts appears in the batch action bar at the bottom. Available batch actions: - Send for Review: Submit selected posts to an external reviewer - Change Status: Pick a new status and apply to all selected - Delete: Two-click confirmation (click once to arm, click again within 3 seconds to confirm) - Cancel: Exit batch mode If some operations fail, a banner shows how many could not be updated. POST STATUS WORKFLOW -------------------- Posts move through these statuses: Idea --> Draft --> Ready to Go --> Pending Review --> Revision Requested --> Approved --> Scheduled --> Posted You can change status by: - Dragging between kanban lanes - Clicking the status badge in the Quickview - Using batch status change - Setting it in the Edit Post Dialog TIPS ---- - Use the "Skip" links in the Post Wizard to quickly create a bare-bones draft, then flesh it out later. - The auto-save feature in the wizard means you never lose work. If you close the wizard, your draft appears in "Resume Where You Left Off" on the Home page. - Apply aspect ratio edits to one image and they automatically apply to all images in the post. - Use the inline Hook Tester when writing captions to find the strongest opening line. - "Post Now" copies your caption to the clipboard so you can paste it directly into the social media app. RELATED DOCS ------------- - 06-content-calendar.txt (calendar view of scheduled posts) - 07-campaigns.txt (organizing posts into campaigns) - 08-galleries.txt (media library for post content) - 09-creator-pro-hook-tester.txt (testing hook effectiveness) - 12-review-approval.txt (sending posts for review) ======================================= GOFERPOST HELP: Content Calendar ======================================= OVERVIEW -------- The Content Calendar gives you a monthly view of all your scheduled posts. You can see what is going out each day, drag posts to reschedule them, and manage content at a glance. HOW TO GET THERE ---------------- Click "Content Calendar" under Content in the sidebar, or navigate to /calendar. CALENDAR VIEW ------------- The calendar displays a standard month grid starting on Monday. Each day cell shows: - The date number - A badge with the post count for that day - Up to 3 post chips (colored pills showing the post title) - A "+N more" indicator if there are more than 3 posts Visual indicators: - Today is highlighted with a filled circle marker - The selected date has an accent-colored left border - Weekend dates have slightly muted text - Post chips are color-coded by status NAVIGATING THE CALENDAR ------------------------- - Use the left/right arrows to move between months - Click "Today" to jump back to the current date - The current month and year are displayed between the arrows SELECTING A DATE ---------------- Click any date cell to select it. On desktop, the right sidebar shows all posts for that date. On mobile, posts appear in a collapsible section below the calendar. VIEWING POST DETAILS -------------------- Desktop: Click a post chip on the calendar to select it. The right sidebar shows a detailed Quickview panel with the post's media, title, status, platforms, caption, and action buttons. Mobile: Click a post chip to open the Edit Post Dialog directly. RESCHEDULING POSTS (Drag and Drop) ----------------------------------- On desktop, drag any post chip from one date cell and drop it on another date to reschedule it. The post updates immediately. If the save fails, the post reverts to its original date. The drop target cell shows a dashed accent-colored border while you hover over it. SEARCH ------ Click the search icon in the toolbar to open the search box. Type a keyword and press Enter. The calendar will find the first post matching your search (by title or caption) and navigate to its date. BATCH SELECTION --------------- 1. Click "Select" in the toolbar to enter selection mode. 2. Click post chips to toggle their selection (checkboxes appear on each chip). 3. A batch action bar appears at the bottom with these options: Review -- Send selected posts for review Unschedule -- Remove the scheduled date from selected posts Draft -- Move selected posts back to "Idea" status Delete -- Two-step confirmation delete 4. Click "Cancel" or toggle "Select" again to exit batch mode. CREATING A NEW POST -------------------- Click "New Post" in the toolbar to open the Post Wizard. If you have a date selected, the wizard may pre-fill that date. RIGHT SIDEBAR (Desktop) ------------------------- The sidebar on the right side shows: - Unscheduled Posts button: A count of posts with no date, displayed with a red badge. Click to manage unscheduled posts. - Review button: Send the selected post(s) for review. - Post detail panel (when a post is selected): Shows full Quickview with edit, preview, and delete actions. - Date posts list (when no post selected but a date is chosen): Lists all posts for the selected date with title, status badge, and platform icons. STATUS LEGEND ------------- A bar at the bottom of the calendar shows all post status colors with dots and labels so you can identify what each color means. TIPS ---- - Drag and drop is the fastest way to reschedule posts -- just grab a chip and drop it on the target date. - Use the search feature to quickly find a specific post on the calendar without scrolling through months. - The unscheduled posts counter (red badge) in the sidebar helps you catch posts that still need dates assigned. - Check the status legend at the bottom if you are unsure what a chip's color means. RELATED DOCS ------------- - 05-posts.txt (managing posts on the kanban board) - 07-campaigns.txt (campaign-level post management) - 12-review-approval.txt (review workflow) ======================================= GOFERPOST HELP: Campaigns ======================================= OVERVIEW -------- Campaigns let you group related posts around a theme, product launch, event, or goal. They help you plan content in batches, track progress, and keep everything organized. HOW TO GET THERE ---------------- Click "Campaigns" under Content in the sidebar, or navigate to /campaigns. PAGE LAYOUT ----------- Desktop: A sidebar on the left lists all campaigns. The right panel shows the selected campaign's details. Mobile: You see either the campaign list or the detail view, with a back button to return to the list. CREATING A CAMPAIGN ------------------- 1. Click "+ New" in the sidebar header. 2. Fill in the form: - Campaign Name (required) - Description - Goals / KPIs - Start and end dates - Number of planned content pieces (a recommendation is calculated based on your date range) - Initial status 3. Click "Create" to save. The recommendation system suggests how many posts to plan: - 7 days or less: ~4 posts/week - Up to 30 days: ~3.5 posts/week - Up to 90 days: ~3 posts/week - Over 90 days: ~2.5 posts/week You can use the recommended count or adjust manually with the spinner control. CREATING A CAMPAIGN FROM EVENTS --------------------------------- 1. Click "From Events" in the sidebar header. 2. Select one or more events from the checklist (upcoming and past events are listed separately). 3. A campaign is created with: - Name generated from selected event titles - Date range pulled from the events - Events automatically linked CAMPAIGN DETAIL VIEW -------------------- When you select a campaign, the detail panel shows: HEADER - Editable campaign name (click to edit, saves on blur) - Status dropdown: Planning, Active, Completed, Paused - Delete button with two-step confirmation METADATA - Start and end date pickers - Stats tiles: Total Posts, Published, Remaining, Events - Progress bar with completion percentage DESCRIPTION - Editable text area for campaign description (saves on blur) GOALS / KPIs - Editable text area for goals - Quick-add suggestion tags below: Grow Followers, Boost Engagement, Drive Traffic, Launch Product, Build Awareness, Generate Leads, and more - Click a tag to add it; already-added tags are highlighted LINKED EVENTS - Shows cards for each linked event with icon, title, date, and event type - Click the X to unlink an event - Click "+ Link Events" to open the event picker and add more ASSIGNED POSTS - Shows all posts assigned to this campaign - Each post row displays: status dot, title, date badge, platform icons, status text - Actions per post: - Post: Copy caption and mark as posted (if eligible) - Suggest Date: AI finds the best date based on gaps in your campaign schedule - Edit: Open the Post Wizard to edit the post - Unassign: Remove the post from this campaign - "+ Assign" to add existing posts - "+ New Post" to create a new post pre-filled with the campaign name - "Clear Dates" to unschedule all posts for manual placement CAMPAIGN CALENDAR - Mini calendar showing the campaign's date range - Unscheduled posts appear in a shelf above the calendar (dashed border, draggable) - Planned items appear in a separate shelf (accent border) - Drag posts or planned items onto calendar dates to schedule - On mobile, tap an item to select it, then tap a date to assign it - Out-of-range dates are faded - Existing posts appear as chips on their scheduled dates PLANNED CONTENT - A list of planned content items for the campaign - Each item has: editable title, content type badge, category, description preview, tags, and status - Click "Create Post" on any unscheduled item to open the Post Wizard pre-filled with that item's details - Click the X to delete a planned item - Click "+ Add" to create a new blank planned item EMAIL CAMPAIGN - Generate an email series tied to the campaign - Configure: Number of emails (2-12) and cadence (even spread, front-loaded, back-loaded, weekly, 2x per week) - Click "Generate Email Series" and wait for AI to create them - Each email shows: send date, subject, preview text, body preview, and CTA - Edit any email inline (date, subject, preview, body, CTA) - Copy All: copies all emails to clipboard - Regenerate: clears and creates a new series CAMPAIGN IDEAS - Click "Generate 10 Campaign Ideas" to get AI-powered content suggestions tailored to the campaign's goals - Each idea shows: content type icon, title, description - Click "Create" on any idea to open the Post Wizard pre-filled DATE SUGGESTION ALGORITHM -------------------------- When you click "Suggest Date" on an unassigned post: 1. The algorithm looks at all existing post dates within the campaign range. 2. It finds the largest gap between posts. 3. It places the new post at the midpoint of that gap. 4. You are asked to confirm before the date is assigned. CAMPAIGN STATUSES ----------------- Planning -- Campaign is being set up Active -- Campaign is running Completed -- Campaign has finished Paused -- Campaign is on hold TIPS ---- - Use planned content items to sketch out your campaign before creating actual posts. Drag them onto the calendar when ready. - The AI date suggestion saves time when you have many posts to schedule -- it evenly spaces them across your campaign range. - Link events to campaigns to keep product launches, holidays, and deadlines visible alongside your content. - Generate campaign ideas when you need inspiration. The AI uses your brand profile and campaign goals to create relevant suggestions. - The email series generator creates a complete email campaign with subject lines, preview text, and body copy in one click. RELATED DOCS ------------- - 05-posts.txt (creating and editing individual posts) - 06-content-calendar.txt (calendar view of all content) - 10-emails.txt (managing individual emails) ======================================= GOFERPOST HELP: Galleries ======================================= OVERVIEW -------- Galleries is your media library for photos and videos. Upload content, and AI automatically tags and organizes it so you can find and reuse assets easily. Use gallery items directly when creating posts. HOW TO GET THERE ---------------- Click "Galleries" under Creator Pro in the sidebar, or navigate to /galleries. UPLOADING MEDIA --------------- 1. Click the upload button in the toolbar or header. 2. The Upload Modal opens with a multi-step form: - Gallery subject/title (what the photos/videos are of) - Description - Date - File selection (drag and drop or browse) 3. Select your files and start the upload. You can upload individual files or entire folders. Supported file types: Photos: JPG, JPEG, PNG, HEIC, GIF, WebP Videos: MP4, MOV Uploads run in the background -- you can navigate to other pages while files are uploading. A progress indicator appears in the upload widget. To add files to an existing gallery, use the "Add Files" or "Add Folder" option, which reuses the gallery's subject, date, and description. AI TAGGING ---------- After upload, AI automatically scans your media and assigns tags. - Photos are analyzed for content, objects, and context - Videos have frames extracted and analyzed - Tags appear as badges on each item (up to 3 shown) While scanning is in progress, you will see "AI scanning..." with an estimated time. The page polls every 4 seconds for updates. A notification appears when scanning is complete. If AI tagging fails for any items, a badge shows the failure count. Click "Retry Scan" to re-queue those items. GALLERY ORGANIZATION -------------------- Media is automatically grouped into galleries by subject and date. Each gallery section shows: - Gallery name (subject + date) - Number of items - Scan status (if any items are pending) - Collapse/expand toggle Ungrouped items (those without a subject or date) appear in an "Untagged Media" section. SORTING ------- Toggle between two sort modes using the buttons in the header: - By Date: Newest galleries first (default) - By Name: Alphabetical order EDITING GALLERY TAGS -------------------- 1. Click the edit button on a gallery section header. 2. The Edit Tags Modal opens with fields for: - Subject/title - Date 3. Changes apply to ALL files in that gallery group. 4. Click Save to update. BROWSING AND PREVIEWING ------------------------- Click any media thumbnail (when not in select mode) to open a preview modal showing the full-size image or video with its AI tags and metadata. BATCH OPERATIONS ----------------- 1. Click "Select" in the toolbar to enter selection mode. 2. Click items to select/deselect them (checkboxes appear on each card, and selected items show a blue border). 3. Use "Select All" to select everything at once. 4. Available batch actions: - Create Post: Opens the Post Wizard with selected media pre-attached - Download: Downloads all selected files The status bar shows how many items are selected. CREATING A POST FROM GALLERY ------------------------------ 1. Select one or more media items in batch mode. 2. Click "Create Post." 3. The Post Wizard opens with your selected media already attached to the post. You can also access gallery items from within the Post Wizard by clicking "Browse Gallery" on the Content step. REMOVING A GALLERY ------------------ Click the remove button on a gallery section header. A confirmation dialog appears. Removing a gallery deletes the entire group and all its items permanently. STORAGE LIMITS -------------- Your media storage is metered by your plan tier. Check the Usage page to see how much storage you have used and how much remains. The Galleries page shows your total asset count and any pending AI scans. TIPS ---- - Upload in bulk using folders to save time. The AI will tag everything automatically. - Use descriptive gallery subjects to make searching easier later. - If AI tagging fails on some items, try "Retry Scan" -- it usually resolves on the second attempt. - Select multiple gallery items and click "Create Post" to quickly turn a shoot into content. - Media uploads continue in the background, so you can keep working on other pages while files upload. RELATED DOCS ------------- - 05-posts.txt (using gallery media in posts) - 11-shotlists.txt (planning what to shoot) - 16-usage-billing.txt (storage limits by plan) ======================================= GOFERPOST HELP: Creator Pro (Hook Tester) ======================================= OVERVIEW -------- The Hook Tester is an AI-powered tool that generates and scores opening lines (hooks) for your social media content. It tests hooks against virtual audience personas to predict which ones will grab attention and stop the scroll. HOW TO GET THERE ---------------- Click "Hook Tester" under Creator Pro in the sidebar, or navigate to /creator-pro. CONTENT FORMATS --------------- Choose the format you are creating hooks for: Video/Reel The first spoken or on-screen words of a short-form video. Viewers decide in 0.5-1.5 seconds whether to keep watching. Photo The first ~125 characters of an Instagram caption before the "more" cutoff. This is what appears in the feed. Text The opening line of a text-only post on X, Threads, or LinkedIn. No image to rely on -- the words do all the work. Email Subject line (~50 characters) plus preview text (~90 characters). Tested as they would appear in an inbox scan. HOW TO USE THE HOOK TESTER --------------------------- 1. Select your content format (Video, Photo, Text, or Email). 2. Enter your hooks (optional): Type one hook per line in the "Your Hooks" text area. These will be tested alongside AI-generated variations. 3. Describe your content (optional): If you want hooks generated from scratch, describe what your post or email is about. This gives the AI context. 4. Click "Generate & Test." You need at least one input (your hooks or a content description) to start. THE TESTING PROCESS ------------------- The Hook Tester runs through 4 automated steps: Step 1: Hook Generation AI creates 5-10 hook variations based on your input and brand voice. If you entered your own hooks, AI improves them and generates alternatives. All hooks (yours + AI) go to testing. Step 2: Persona Building AI creates 5 distinct virtual audience personas relevant to your format. Each persona has a name, age, scroll style, relationship to your brand, and vulnerabilities. Step 3: Evaluation (3 Rounds) Each of the 5 personas independently ranks ALL hooks from strongest to weakest across 3 separate rounds. They evaluate based on gap creation, reaction provocation, and authenticity. Step 4: Score Aggregation Results from all rounds are combined into a final score and ranking for each hook. You can click "Stop" at any time to cancel a running test. UNDERSTANDING SCORES -------------------- Each hook receives: Score (10-88%) Higher is better. Calculated from average rank across all persona evaluations. Grade A+ (85-88%) -- Exceptional A (75-84%) -- Excellent B (60-74%) -- Good C (40-59%) -- Average D (10-39%) -- Below average Rank Position among all tested hooks (#1 is best). Average Rank Mean position across all persona evaluations (e.g., 2.4/15). Evaluation Count How many evaluation rounds contributed to the score. Persona Notes Up to 4 unique observations from the virtual personas explaining why the hook works or does not. Each hook is also tagged as "YOUR HOOK" or "AI" so you can see how your ideas compare to AI-generated alternatives. SAVED WINNERS ------------- Save your best hooks to keep them for future comparison: - Click the save icon on any hook to add it to Saved Winners. - Saved hooks are automatically re-tested alongside new ones in future sessions. - Use "Clear All" to remove all saved winners. Saved hooks display a "SAVED" badge. ACTIONS ON HOOKS ----------------- Save -- Bookmark the hook for future testing sessions Copy -- Copy the hook text to your clipboard Create Post (non-email formats only) -- Opens the Post Wizard with the hook pre-filled as the caption opening line. Post type, topic, and content description are also pre-filled. RE-TESTING ---------- After scores are generated, click "Re-Test" to run a new evaluation on the same set of hooks. This can produce slightly different results since persona rankings have natural variation. VIEWING PERSONAS ----------------- After testing completes, expand the "Personas" section to see the 5 virtual audience members who evaluated your hooks. Each shows their name, age, scroll style, relationship to your brand, and what they are vulnerable to. USAGE ----- Hook testing uses your AI generation credits. Check the Usage page to see your remaining balance. If you are on a free or lower tier, an upgrade prompt may appear. TIPS ---- - Test 3-5 of your own hooks alongside AI variations to see which approach performs best. - A/B test different angles: try a question, a bold statement, and a curiosity gap on the same topic. - Save your A+ and A hooks as winners so they are automatically included in future tests for comparison. - Use "Create Post" directly from a winning hook to start building content around your strongest opening line. - Re-test if scores seem off -- the multi-persona evaluation can produce slightly different results each run. RELATED DOCS ------------- - 05-posts.txt (creating posts from hooks) - 04-brands-account-manager.txt (brand voice affects hook style) - 16-usage-billing.txt (AI generation credits) ======================================= GOFERPOST HELP: Emails ======================================= OVERVIEW -------- The Emails page lets you create, edit, and organize email campaigns. You can draft individual emails, schedule send dates, set up recurring series, and organize emails by campaign. HOW TO GET THERE ---------------- Click "Emails" under Content in the sidebar, or navigate to /emails. PAGE LAYOUT ----------- The page has two panels: Left sidebar (280px): Email list organized by view mode Right panel: Email detail view, new email form, or edit form VIEW MODES ---------- Switch between three ways of organizing your email list using the tabs at the top of the sidebar: By Time Groups emails into time-based buckets: This Week, This Month, Later, Past, No Date By Campaign Groups emails by their campaign name. Emails without a campaign appear under "Standalone." By Series Groups emails by recurring type: One-time, Daily, Weekly, Biweekly, Monthly, Quarterly Each email in the list shows a status dot, subject line (truncated), and send date. CREATING A NEW EMAIL -------------------- 1. Click "New" in the sidebar header. 2. Fill in the email form: Send Date -- When the email should go out Purpose -- What the email is for (e.g., newsletter) Subject Line -- The email subject Preview Text -- The text shown in inbox previews Email Body -- The full email content (large text area) Call to Action -- Button text (e.g., "Shop Now") CTA URL -- Link the CTA button points to Email Type -- One-time, Campaign, or Series Recurring Type -- None, Daily, Weekly, Biweekly, Monthly, or Quarterly Status -- Draft, Scheduled, Sent, or Failed Campaign Name -- Optional: link to a campaign 3. Click "Create Email" to save. VIEWING AN EMAIL ----------------- Click any email in the sidebar to see its full details: - Subject line (large heading) - Status badge (color-coded) - Send date and time - Recurring type (if set) - Campaign name (if linked) - Preview text - Email body (full text) - Call to action and URL - Purpose - Attachments (if any) EDITING AN EMAIL ----------------- 1. Select an email from the sidebar. 2. Click the "Edit" button in the detail header. 3. Modify any fields in the edit form. 4. Click "Save Changes" to update. DUPLICATING AN EMAIL -------------------- 1. Select an email from the sidebar. 2. Click the "Duplicate" button in the detail header. 3. A copy is created with "(copy)" appended to the subject and the status reset to Draft. DELETING AN EMAIL ----------------- 1. Select an email from the sidebar. 2. Click the "Delete" button in the detail header. 3. Confirm the deletion when prompted. EMAIL STATUSES -------------- Draft -- Not yet finalized Scheduled -- Set to send on a future date Sent -- Successfully delivered Failed -- Send attempt failed RECURRING TYPES --------------- One-time -- Sends once on the scheduled date Daily -- Repeats every day Weekly -- Repeats every week Biweekly -- Repeats every two weeks Monthly -- Repeats every month Quarterly -- Repeats every three months TIPS ---- - Use the "By Campaign" view to see all emails related to a specific campaign in one place. - Set status to "Scheduled" and fill in a send date to keep track of when emails should go out. - Duplicate an email to quickly create variations of the same message. - You can also generate email series directly from the Campaigns page, which auto-creates multiple emails at once with AI. RELATED DOCS ------------- - 07-campaigns.txt (generating email series from campaigns) - 04-brands-account-manager.txt (brand voice for email content) ======================================= GOFERPOST HELP: Shot Lists ======================================= OVERVIEW -------- Shot Lists help you plan video and photo shoots in advance. Define each shot with details like description, duration, angle, audio, and notes. You can generate shot lists with AI, reorder shots by dragging, link them to posts, and export as PDF. HOW TO GET THERE ---------------- Click "Shotlists" under Creator Pro in the sidebar, or navigate to /shotlists. SHOT LIST CARDS --------------- Each shot list appears as a card showing: - A color-coded strip at the top visualizing shot durations - Type badge (Video or Photo) - Status badge (clickable to advance status) - Title and description (truncated) - First 3 shots listed with "+N more" if there are more - Footer: shot count and total duration - Tags (up to 3 shown) FILTERING AND SEARCHING ------------------------ Filter by status using the buttons at the top: All, Draft, Ready, In Progress, Completed Each button shows a count badge. Use the search box to filter by title or description. CREATING A SHOT LIST -------------------- 1. Click "New" in the toolbar. 2. The Shot List Editor opens with fields: - Title - Description - Post Type (Video or Photo) - Status (Draft, Ready, In Progress, Completed) - Tags (comma-separated) - Link to Post (optional, select from existing posts) 3. Add shots to your list (see "Managing Shots" below). 4. Click Save. AI GENERATION ------------- Let AI create a complete shot list for you: 1. In the editor, click "AI Generate" to open the AI panel. 2. Fill in: - Brief: Describe what you want to shoot - Number of Shots: 1-20 (default 8) - Target Duration: Optional total duration - Style Notes: Any stylistic preferences 3. Click "Generate." 4. AI creates the title, description, and all shots with details like duration, angle, and audio notes. 5. Review and edit the generated shots as needed. AI generation uses 1 AI credit and takes about 12 seconds. MANAGING SHOTS -------------- Each shot in a list has: - Shot number (auto-numbered) - Description (what happens in this shot) - Duration (in seconds) - Angle / Framing (expandable detail) - Audio / Dialogue (expandable detail) - Notes (expandable detail) How to manage shots: - Add a shot: Click "+ Add" at the bottom - Edit a shot: Click any field to edit it inline - Expand details: Click the chevron to show angle, audio, and notes fields - Remove a shot: Click the trash icon - Reorder: Drag the shot number strip on the left to move shots up or down in the list Shots are automatically renumbered when reordered. STATUS WORKFLOW --------------- Shot lists move through these statuses: Draft -- Initial planning (gray) Ready -- Planned and ready to shoot (blue) In Progress -- Currently shooting (gold) Completed -- All shots captured (green) Quick-cycle: Click the status badge on any card to advance it to the next status. SHOT LIST ACTIONS ----------------- From the three-dot menu on a card, or from buttons in the editor: Edit -- Open the shot list editor Duplicate -- Create a copy with "(copy)" in the title Copy -- Copy the shot list as formatted text to clipboard Export PDF -- Download the shot list as a PDF file Delete -- Remove the shot list (with confirmation) PREVIEW MODE ------------ In the editor, click the eye icon to toggle Preview Mode. This shows a read-only, formatted view of the shot list with all details displayed cleanly. Click the icon again to return to edit mode. LINKING TO POSTS ----------------- You can link a shot list to an existing post: 1. In the editor, use the "Link to Post" dropdown. 2. Select the post you want to associate with this shot list. You can also create shot lists directly from the Post Wizard (during the Content step). Shot lists created this way are automatically linked to that post. TIPS ---- - Use AI generation to quickly create a starting point, then refine the details manually. - Expand shot details (angle, audio, notes) for production-ready shot lists. Keep them collapsed for quick overviews. - Drag to reorder shots until the flow feels right. Shot numbers update automatically. - Export to PDF before a shoot so the crew has a printable reference. - Link shot lists to posts so you can track which planned shots become published content. RELATED DOCS ------------- - 05-posts.txt (linking shot lists to posts) - 08-galleries.txt (uploading media after shooting) - 16-usage-billing.txt (AI generation credits for shot list AI) ======================================= GOFERPOST HELP: Review & Approval Workflow ======================================= OVERVIEW -------- GoferPost includes a review and approval system that lets you send posts to external reviewers (clients, team leads, etc.) for feedback. Reviewers use a password-protected public link to approve or request changes on each post. HOW TO GET THERE ---------------- You can send posts for review from: - The Posts page (batch action bar) - The Content Calendar (sidebar review button) - The Post Quickview panel SETTING UP REVIEW ----------------- Before sending posts for review, set a review password: 1. Go to Settings. 2. Scroll to the "Content Review" section. 3. Enter a review password (minimum 4 characters). 4. Click Save. This password is what reviewers will use to access the review page. You can update it anytime. Your unique review URL is also shown in the Content Review section. You can copy it to share manually. SENDING POSTS FOR REVIEW -------------------------- 1. Select one or more posts: - On the Posts page: Enter batch mode, select posts, click "Send for Review" in the batch bar - On the Calendar: Select a post, click "Review" in sidebar 2. The Send for Review modal opens showing: - A summary of selected posts - Reviewer Name field - Reviewer Email field - Optional message to the reviewer 3. If you have saved reviewers from previous sessions, click the "Saved Reviewers" dropdown to auto-fill name and email. 4. Click "Send." 5. On success, a confirmation screen shows: - How many posts were sent - Reviewer name - Confirmation that an email invitation was sent Note: The Send button is only enabled when a reviewer name and email are filled in, posts are selected, and you have set a review password in Settings. THE REVIEWER EXPERIENCE ------------------------ When a reviewer receives the email and clicks the link: 1. Password Gate They enter the review password you set in Settings. 2. Review Interface A clean, focused page shows: - Header with the brand name and progress stats (total, done, remaining) - Progress bar with visual pips - A greeting with how many posts are ready for review - Your optional message (if you included one) 3. For Each Post The reviewer sees a card with: - Caption text - Platform information - Media preview - Two action buttons: - Approve: Marks the post as approved - Request Changes: Opens a dialog for the reviewer to describe what needs to change 4. Decisions auto-save immediately. The reviewer can approve some posts and request changes on others in any order. 5. "Approve All Remaining" button lets the reviewer approve everything at once. 6. When all posts have a decision, a completion banner appears confirming the review is done and you have been notified. HANDLING REVIEWER FEEDBACK --------------------------- After a reviewer submits their decisions: Approved Posts The post status changes to "Approved." You can proceed to schedule or publish it. Revision Requested The post status changes to "Revision Requested." The reviewer's notes appear in the Post Quickview panel under a "Revision Notes" section with a warning-style highlight. To address revisions: 1. Open the post (Edit or Quickview). 2. Read the reviewer's notes. 3. Make the requested changes. 4. Update the status (e.g., back to "Pending Review" to re-send, or directly to "Approved" if resolved). POST STATUS FLOW WITH REVIEW ------------------------------ ... --> Pending Review --> Approved (reviewer approved) --> Revision Requested (reviewer wants changes) --> (make changes) --> Pending Review (re-send) TIPS ---- - Choose a review password that is easy to share but not guessable. You can change it anytime in Settings. - Use the optional message field to give your reviewer context about what to look for. - Saved reviewers make it fast to re-send to the same people. Their name and email auto-fill from the dropdown. - Revision notes are visible in the Post Quickview, so you can see exactly what the reviewer asked for without leaving the Posts page. - You can send the same posts for review to multiple reviewers in separate sessions. RELATED DOCS ------------- - 05-posts.txt (post statuses and editing) - 06-content-calendar.txt (sending from the calendar) - 14-settings.txt (setting up your review password) ======================================= GOFERPOST HELP: Social Analytics ======================================= OVERVIEW -------- Social Analytics gives you performance metrics for your connected social media accounts. Track impressions, engagement, follower growth, and top-performing posts -- all in one dashboard. Note: Social Analytics is a premium feature. You may need to upgrade your plan to access it. HOW TO GET THERE ---------------- Click "Social Analytics" under Analytics in the sidebar, or navigate to /analytics. GETTING STARTED WITH ANALYTICS ------------------------------- Before you can view analytics, you need to connect your social accounts. The setup flow has 3 steps: Step 1: Connect Publishing Service GoferPost connects to your social platforms through Bundle.social. No API keys are needed -- the connection is handled via OAuth. Step 2: Connect Social Accounts Authorize each social platform (Instagram, Facebook, TikTok, YouTube, etc.) to share data with GoferPost. Step 3: Analytics Flow Automatically Once connected, analytics data syncs automatically. Initial sync can take up to 24 hours. Click "Open Account Manager" to connect your platforms, or use the platform cards on the setup screen. DASHBOARD FILTERS ----------------- At the top of the dashboard: Platform Filter Click platform chips to filter data by platform: "All" shows combined metrics, or select a specific platform. Date Range Choose a time window: 7D (7 days), 30D (30 days), 90D (90 days), 12M (12 months) Export CSV Download your analytics data as a CSV file. Available when data is loaded. KEY PERFORMANCE INDICATORS (KPIs) ---------------------------------- Six metric cards across the top: Followers -- Total follower count across selected platforms Impressions -- How many times your content was displayed Reach -- Unique accounts that saw your content Engagement -- Total interactions (likes, comments, shares) Engagement Rate -- Engagement as a percentage of reach Link Clicks -- Number of clicks on links in your content The Followers card also shows a change indicator (up or down arrow with the number gained or lost). TOP PERFORMING POSTS -------------------- A table ranking your best-performing posts with columns: Post -- Caption preview and publish date Platform -- Platform icon and name Impr. -- Impressions Likes -- Like count Comm. -- Comment count Shares -- Share count Eng. Rate -- Engagement rate percentage Large numbers are abbreviated (K for thousands, M for millions). FOLLOWER GROWTH --------------- A bar chart showing follower counts over time for the selected date range. Hover over any bar to see the exact date and count. The X-axis shows the first, middle, and last dates. ENGAGEMENT BREAKDOWN -------------------- Horizontal progress bars showing the distribution of engagement types: Likes -- Heart/like interactions Comments -- Comment responses Shares -- Share/repost actions Clicks -- Link clicks Views -- Video/content views Each bar is color-coded, with the count shown on the right. CONNECTED ACCOUNTS ------------------ A panel showing your connected social accounts with: - Platform icon and name - Follower count - Growth count (positive or negative) - Growth percentage - Color-coded: green for positive growth, red for negative AI PERFORMANCE INSIGHTS ------------------------ AI-generated analysis of your social media performance: - Click "Generate Now" to create insights - Click the refresh button to regenerate - Shows the insight type and date range covered DATA SYNC --------- If you have recently connected accounts and do not see data yet, a banner will inform you that analytics data can take up to 24 hours to sync. Check back later. TIPS ---- - Check analytics weekly to spot trends and identify your best-performing content types. - Use the platform filter to compare performance across different social channels. - Export CSV data for deeper analysis in spreadsheet tools. - The engagement breakdown helps you understand how your audience prefers to interact -- whether they like, comment, share, or click links. - AI insights can surface patterns you might not notice from the numbers alone. RELATED DOCS ------------- - 04-brands-account-manager.txt (connecting social platforms) - 16-usage-billing.txt (analytics availability by plan tier) ======================================= GOFERPOST HELP: Settings ======================================= OVERVIEW -------- The Settings page lets you manage your profile, change your password, customize the app's appearance, set up content review, and view your subscription status. HOW TO GET THERE ---------------- Click the gear icon at the bottom of the sidebar, or navigate to /settings. ACCOUNT ------- Email Your account email is displayed (read-only). This is the email you signed up with. Display Name Edit your display name and click "Save Changes" to update. A brief status message confirms the save. APPEARANCE ---------- Choose your preferred theme: Light -- Light background with dark text Dark -- Dark background with light text System -- Automatically matches your device's system theme Click any option to switch immediately. The selected theme is highlighted with an accent border. You can also toggle the theme using the icon at the bottom of the sidebar. SUBSCRIPTION (Account Owners Only) ----------------------------------- Shows your current plan tier with a color-coded badge and either: - Trial end date (if on a trial) - Member since date (if past the trial) Quick usage stats show: - AI Generations used - Number of brands - Link to the full Usage page Buttons: - "Upgrade" (if on the free tier) links to the Upgrade page - "Manage Billing" (if on a paid plan) opens the Stripe billing portal where you can update payment info, change plans, or cancel SECURITY: CHANGE PASSWORD -------------------------- 1. Click the password section to expand it. 2. Enter your current password. 3. Enter your new password (minimum 8 characters). 4. Click "Change Password." 5. A confirmation message appears on success. Click "Cancel" to collapse the section without changing. CONTENT REVIEW -------------- Set up a password for the review and approval workflow: Review Password Status A badge shows whether a review password is currently set ("Password Set" in green, or "Not Set" in red). Set / Update Review Password Enter a password (minimum 4 characters) and click Save. This is the password reviewers will need to access the review page when you send posts for approval. Review URL Your unique review URL is displayed (read-only). Click the copy button to copy it to your clipboard. The URL follows the format: /review/{your-review-slug} SIGN OUT -------- Click "Sign Out" at the bottom of the Settings page to log out of your account. You will be redirected to the login page. TIPS ---- - Use the System theme to automatically match your device's light/dark mode setting. - Change your review password periodically for security, especially after sharing it with external reviewers. - The billing portal (via "Manage Billing") lets you update your credit card, switch plans, view invoices, and cancel your subscription. RELATED DOCS ------------- - 12-review-approval.txt (using the review password) - 16-usage-billing.txt (detailed usage and billing info) - 15-team-management.txt (managing team members) ======================================= GOFERPOST HELP: Team Management ======================================= OVERVIEW -------- Team Management lets you invite colleagues to your GoferPost workspace. Team members can collaborate on content, and the number of available seats depends on your plan tier. HOW TO GET THERE ---------------- Click "Team" in the sidebar or navigate to /team. SEAT COUNTER ------------ The header shows your seat usage: "X / Y seats" The counter is color-coded: - Red: All seats are filled - Yellow: Only 1 seat remaining - Default: Seats available TEAM MEMBERS LIST ----------------- Each team member appears as a card showing: Avatar -- First letter of their email Email -- Their account email Role -- "Owner" (with crown icon) or "Member" Join Date -- When they joined the team Pending Badge -- Shows "Pending" if they have been invited but have not yet accepted Remove Button -- Trash icon to remove a member (not available for the owner) The workspace owner cannot be removed and is marked with a crown icon. INVITING A TEAM MEMBER ----------------------- 1. Make sure you have available seats (the invite section only appears when seats are not full). 2. Enter the colleague's email in the invite field. 3. Click "Send Invite" (or press Enter). 4. A success or error message appears: - Green: Invitation sent successfully - Red: Error (e.g., user already invited, invalid email) The invited person will appear in the members list with a "Pending" badge until they accept. ACCEPTING AN INVITE -------------------- When someone is invited, they receive a link to accept. They visit /team/accept-invite with their invitation token to join the workspace. REMOVING A TEAM MEMBER ----------------------- 1. Hover over the member's card to reveal the remove button. 2. Click the trash icon. 3. The member is removed and their seat is freed up. You cannot remove the workspace owner. SEAT LIMITS BY PLAN -------------------- Each plan tier includes a set number of team seats. When all seats are filled: - The invite section is hidden - An upgrade nudge appears with a message about your seat limit and a button to upgrade your plan Click "Upgrade to unlock more seats" to go to the Upgrade page. TIPS ---- - Invite team members early so they can help with content creation and review. - If a team member no longer needs access, remove them to free up a seat for someone else. - Pending invitations count toward your seat limit. - If you need more seats than your current plan allows, upgrade to a higher tier. RELATED DOCS ------------- - 14-settings.txt (account and profile settings) - 16-usage-billing.txt (plan tiers and seat limits) ======================================= GOFERPOST HELP: Usage & Billing ======================================= OVERVIEW -------- The Usage page shows how much of your plan's resources you have used this month, including AI generations, hook tests, gallery scans, and media storage. The Upgrade page lets you change your plan or manage billing. HOW TO GET THERE ---------------- Usage: Click the usage indicator at the bottom of the sidebar, or navigate to /usage. Upgrade: Click "Upgrade" in Settings or the sidebar, or navigate to /upgrade. USAGE DASHBOARD --------------- The header shows your current billing period (month) and how many days remain. Your plan tier is displayed as a color-coded badge. USAGE METERS (2x2 grid) AI Generations How many AI-powered generations you have used this month (captions, ideas, voice profiles, etc.). Shows: X / Limit (or "Unlimited" on higher tiers) Remaining count displayed below. Hook Tests Number of hook testing sessions used this month. Shows: X / Limit (or "Unlimited") Gallery Scans Number of AI media scans used for gallery tagging. Shows: X / Limit (or "Unlimited") Media Storage Total storage used for uploaded photos and videos. Shows: X MB / Y MB (or GB for larger amounts) Each meter has a progress bar. The card border changes color when you are near or at your limit: - Red border: At the limit (0 remaining) - Yellow/warning border: 80% or more used - Default border: Under 80% used QUICK STATS ----------- Four summary tiles below the meters: Posts Created -- Total posts created Posts Published -- Total posts marked as posted Campaigns -- Total campaigns Brands -- Total brand accounts UPGRADE PROMPT -------------- If you are near or at your usage limits, a banner appears: - Red: You have hit one or more limits - Yellow: You are approaching limits The banner includes an "Upgrade Plan" button. PLAN TIERS ---------- Starter ($29/month) Core features, limited AI generations, 2 brands, basic storage allocation. Growth ($89/month) -- Recommended More AI generations, 5 brands, expanded storage, additional hook tests and gallery scans. Pro ($199/month) Full AI access (unlimited or very high limits), team seats, priority support, maximum storage. All plans include a 14-day free trial. You are not charged until the trial ends. UPGRADING YOUR PLAN -------------------- 1. Go to the Upgrade page (/upgrade). 2. Review the three plan cards showing features and pricing. 3. Click the button on the plan you want: - "Start Free Trial" if you are on the free tier - "Upgrade" to move to a higher plan - "Manage Plan" to switch plans 4. You are redirected to Stripe to complete the transaction. If you are already on a plan, the Upgrade page shows a banner with your current plan and a "Manage Billing" button. ALL PLANS INCLUDE ----------------- Regardless of tier, every plan includes: - AI caption and content generation - Content idea generation - Hook testing - Brand document parsing - Email campaigns - Gallery scanning and AI tagging - Content calendar - Post tracking and scheduling - First comment scheduling - Multi-platform post preview - Social analytics - Performance reports - Approval workflows - Client review access MANAGING BILLING ----------------- Click "Manage Billing" (from Settings or the Upgrade page) to open the Stripe billing portal. From there you can: - Update your payment method - View invoices and payment history - Change your plan - Cancel your subscription TIPS ---- - Check the Usage page regularly to avoid hitting limits unexpectedly. - If you frequently hit AI generation limits, consider upgrading -- higher tiers have significantly more (or unlimited) generations. - Media storage counts all photos and videos in your galleries. Remove unused media to free up space. - Usage meters reset at the start of each billing month. - The free trial gives you full access to your selected plan's features for 14 days. RELATED DOCS ------------- - 14-settings.txt (subscription info and billing portal access) - 15-team-management.txt (seat limits by plan) - 04-brands-account-manager.txt (brand limits by plan)