Publer : Why It’s the Most Trusted Social Media Scheduler in 2025

Step-by-Step Onboarding and Usage Guide

Using Publer is not just convenient but efficient and scalable. The onboarding flow was created to correspond with your role (individual, team, agency) and to accommodate your publishing environments and objectives.

Here are some easy & detailed steps on how you can set up your dashboard for the first time. 

Step 1: Account Setup and Role Identification

When you complete the sign-up, Publer first recognizes what kind of user you are, solo creator, social media manager, agency, or marketing team. Then, depending on your selection, it presents:

• The default layout of the dashboard
• What features are presented first (e.g., media library, AI assistant, or analytics)

• Publishing settings and workspace

     

This will keep the user interface from being cluttered with tools you aren't leveraging. This will show your needed advanced functionality when necessary.

Step 2: Connecting Social Accounts

Publer supports direct OAuth authentication with over 14 social platforms. You will be prompted to connect accounts, including:

• Facebook Pages or Groups
• Instagram 
• LinkedIn Profiles or Pages
• TikTok, X (Twitter), Pinterest, YouTube and more
• 

For every connection, Publer uses secure, tokenized API calls. Then, as soon as you connect your accounts, Publer will give you immediate visibility of each account's publishing queue, media usage, and analytics snapshot.

Step 3: Workspace Creation and Team Setup

For users working with multiple brands, Publer works as a game-changer for you.

Each workspace can:

• Have their own social accounts
• It has its own post queue and content calendar
• Be assigned to members of the team, with specific permissions such as Admin, Editor, or Viewer
• 

This way, there is a clear separation between clients and/or departments, and you can't mix up posts. 

Step 4: Creating and Scheduling Your First Post

Now you can:

• Use the AI Assistant, media library, or create your own content
• Add emojis, hashtags, platform-specific edits, or schedule a first comment.
• Customize how the post will display on the respective networks with the multi-preview composer.
• Schedule, recycle, save as draft, or publish/post live.
• You may add labels to group content according to campaign, theme, or product, etc.

And don't forget, everything runs in a live preview engine, so you see the exact output of how it will display on Instagram, LinkedIn, etc. This means there are fewer surprises after you publish.

Step 5: Monitor Performance through Analytics

Once posts are published, the Analytics module starts collecting metrics. From the Analytics tab, you can:

• Track engagement, reach, impressions, and link clicks
• Measure by hashtag performance
• Track performance metrics based on post (image, video, carousel)
• Export reports branded as PDF or CSV for stakeholders

Lastly, you can close the feedback loop so that you not only publish content but also optimize strategy for future postings based on actual data.

Final Thought

If you want a service that is more than just a cool-looking calendar, Publer has you covered. It has the scalability, automation, AI, and multi-user workflows, but it also presents all of that in a clean, expected, and optimized way.

Experience one of the most trusted platforms in the industry to grow your social media game in 2025.