- What Social Templates are.
- How to use Social Helpers.
- How to set up an amazing Social Template in your CoSchedule account to save you a bunch of time when scheduling social media messages.
Table of Contents
- Introduction to CoSchedule Social Templates
- Create Your Perfect Social Sharing Strategy
- Save Your Campaign of Social Messages as a Standard Template
- Apply Your Template of Social Messages to A Blog Post
- Create a Social Template Using Custom Social Helpers
- Add Text to your Custom Social Helpers
Introduction to CoSchedule Social Templates
You know how every time you write a blog post, you also have to think about when to promote it and on what channels? Doesn’t it get tiresome and repetitive to have to think about your promo strategy every time you publish a new blog post? That’s not to mention the endless uploading of images, copy/pasting into a social scheduler, and a ton of manual work. It’s no wonder scheduling social messages is annoying and time-consuming. Until Social Templates, that is. Social Templates put an end to all that time you waste scheduling social messages… all while driving even more traffic to your blog. More traffic AND less effort?! Sounds pretty awesome, right?
Create Your Perfect Social Sharing Strategy
Let’s create your first social template in CoSchedule. One of the keys to getting more traffic is to share your blog post multiple times on social media. This is the job of your social campaign in CoSchedule. We’ll walk you through how to create one that consistently promotes your blog post over an entire month. Open up a blog post on your CoSchedule calendar and attach a social campaign. Start by adding a Twitter social message for the same day your blog post publishes. Add the {title} and {permalink} default social helpers by clicking on the social helper button in the corner of the text editor.
TIP: Default social helpers scrape your URL and help you quickly apply text and links across multiple messages in your social campaign.
You’ll see the title of your post, post image and link magically populate into your social message. (Note: This will only happen if you have the link field populated)
Keep adding additional social messages to your campaign following this social sharing strategy.
TIP: Instagram won’t allow you to add clickable links in your post text. Delete the {permalink} text on your Instagram post and add the text “Link in bio” in front of your {title} tag.

TIP: Toggle ReQueue on for the last Facebook and Twitter message in your social campaign. This automatically adds the social message to your ReQueue folder to get even more traffic to your blog post.
Save Your Campaign of Social Messages as a Template
Now that you’ve created your perfect social sharing strategy, save it as a template to use every time you write a blog post. Click the “Templates” icon in the top left and area. Choose the option that says “Save Existing”. Change the name to “Blog Post Promo - Default”.
Apply Your Template of Social Messages to A Blog Post
Are you ready to see some real time-saving magic? Open a different blog post on your calendar, click the social templates icon and apply the template you just created. All of your images, text, links, and social messages will automatically schedule with the click of a button.

Create a Social Template Using Custom Social Helpers
The social template you just created using default social helpers is one of the best time-saving features of CoSchedule, since it basically writes all your social messages for you. But... sometimes you want to use custom text in your social messages for additional flexibility. CoSchedule lets you create your own custom social helpers that function similar to the default ones we used in the previous example.TIP: The custom helpers give you ideas for drafting new social posts. They also help you quickly apply copy across multiple messages in a social campaign.
To start, open a blog post on your calendar, add a social campaign, and click on the template icon in the top left-hand corner.
Choose the option “Create New” and name your new social template “Blog Post - Custom”. Add the following social messages and helpers to your template:

Add Text to your Custom Social Helpers
Click on the “{ } Helpers” icon located next to the Templates icon in the top left-hand corner. This is where you can add custom text that will be applied to your social messages. Add a quote from your blog post under the {quote} social helper. You’ll see the text automatically apply to all the social messages in the template that used the {quote} social helper. Similarly, add some text under the {urgency} social helper. Here’s an example: “You won’t want to miss out on these 21 fall trends that are fresh off the runway.”
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