How to Use Bulk Upload in RobinReach

RobinReach's Bulk Upload feature allows you to quickly schedule multiple posts at once using a CSV file, saving you time and effort. This powerful automation tool is available for Bloom and Thrive plan users.

What is Bulk Upload?

Bulk Upload is an advanced automation feature that enables you to:

Upload multiple posts simultaneously using a CSV file
Schedule posts efficiently across multiple social media platforms
Maintain consistency in your content strategy
Save significant time compared to creating posts individually

Step 1: Access the Bulk Upload Feature

Prerequisites

Plan Requirement: Must be on Bloom or Thrive plan
Social Profiles: Ensure you have connected social media profiles
CSV Format: Use the provided template for correct formatting

Access Method

Navigate to the sidebar and click on Automation

On the Automation page, locate the Bulk Upload Posts card

Click the Bulk Upload Posts button to open the modal

Step 2: Download the CSV Template

Template Features

Pre-formatted Structure: Ensures correct column headers and data format
Required Fields: Content, publish date, publish time
Optional Fields: Media URLs, titles, draft status
Platform Support: Compatible with all supported social media platforms

Download Process

Click Download CSV Template in the bulk upload modal
Save the template file to your computer
Open the CSV file in your preferred spreadsheet application

Step 3: Prepare Your CSV File

Required Columns

Column: content - Your post text (Required: Yes, Format: Text)
Column: publish_date - Date to publish (Required: Yes, Format: YYYY-MM-DD)
Column: publish_time - Time to publish (Required: Yes, Format: HH:MM 24-hour)
Column: media_url - Image/video URL (Required: No, Format: URL)
Column: title - Post title (Required: No, Format: Text)
Column: draft - Save as draft (Required: No, Format: true/false)

CSV Format Example

content,publish_date,publish_time,media_url,title,draft
"Check out our new product launch!",2024-01-15,09:00,https://example.com/image.jpg,"Product Launch",false
"Exciting news about our services",2024-01-16,14:30,,,false
"Behind the scenes look",2024-01-17,12:00,https://example.com/video.mp4,"BTS Content",true

Best Practices

Content Quality: Ensure all content is well-written and brand-appropriate
Scheduling: Space out posts to avoid overwhelming your audience
Media URLs: Use accessible, high-quality media files
Character Limits: Respect platform-specific character limits
Timezone: All times are processed in your company's timezone

Step 4: Select Social Profiles

Profile Selection

Required Step: Must select at least one social profile
Multiple Platforms: Choose profiles across different platforms
Validation: System ensures selected profiles are valid and connected
Platform Limits: Respects daily posting limits per platform

Selection Process

View Available Profiles: See all connected social media profiles
Select Platforms: Check boxes for desired platforms
Profile Information: View profile names and platform icons
Validation: System confirms profile availability

Platform Support

Facebook: Pages and Groups
Instagram: Business Accounts
Twitter/X: Personal and Business Profiles
LinkedIn: Personal and Company Pages
Pinterest: Business Accounts
TikTok: Business Accounts
YouTube: Channels
Google Business Profile: Business Listings
Bluesky: Personal Accounts
Threads: Personal Accounts

Step 5: Upload and Process

Upload Process

File Selection: Click "Upload CSV File" and select your prepared CSV
File Validation: System checks file format and encoding
Content Validation: Validates post content and scheduling
Background Processing: Files are processed asynchronously

Processing Features

Error Handling: Comprehensive error reporting and recovery
Progress Tracking: Real-time processing status updates
Data Validation: Ensures all data meets platform requirements

Validation Checks

CSV Format: Validates proper CSV structure
Encoding: Handles UTF-8 encoding
Content Requirements: Ensures posts have content or media
Scheduling: Validates publish dates and times
Platform Limits: Checks daily posting limits per platform

Step 6: Review and Manage

Post Management

Calendar View: All uploaded posts appear in your calendar
Status Tracking: Monitor processing and publishing status
Edit Capability: Modify posts after upload if needed
Bulk Operations: Manage multiple posts simultaneously

Review Process

Check Calendar: View all scheduled posts in calendar interface
Verify Content: Review post content and media
Adjust Scheduling: Modify publish times if needed
Edit Posts: Make changes to individual posts
Monitor Status: Track publishing progress

Advanced Features

Media Handling

URL Support: Direct media URL uploads
File Validation: Ensures media files are accessible
Format Support: Images, videos, and other media types
Storage Integration: Seamless media library integration

Platform Optimization

Character Limits: Automatic platform limit compliance
Content Formatting: Platform-specific content optimization
Media Requirements: Ensures media meets platform standards
Scheduling Validation: Platform-specific scheduling rules

Error Handling

Detailed Error Messages: Specific error reporting
Validation Feedback: Clear guidance on fixing issues
Partial Success: Continues processing despite individual errors
Recovery Options: Easy retry and correction processes

CSV Template Details

Column Specifications :

Required Columns
- content: Your post text (required if no media_url)
- publish_date: Date in YYYY-MM-DD format
- publish_time: Time in HH:MM format (24-hour)

Optional Columns
- media_url: URL to image or video file
- title: Post title for platforms that support it
- draft: Set to "true" to save as draft instead of scheduling

Troubleshooting

Common Issues :

File Upload Problems
- File Format: Ensure file is saved as CSV format
- File Size: Large files may take longer to process
- Encoding: Use UTF-8 encoding for special characters
- Column Headers: Verify column names match template exactly

Content Validation Errors
- Empty Content: Posts must have text content or media
- Character Limits: Respect platform-specific limits
- Invalid URLs: Ensure media URLs are accessible
- Date Format: Use correct date format (YYYY-MM-DD)

Scheduling Issues
- Past Dates: Cannot schedule posts in the past
- Platform Limits: Respect daily posting limits
- Timezone: All times processed in company timezone
- Profile Selection: Must select at least one social profile

Getting Help
- Error Messages: Check specific error details in notifications
- Template Issues: Re-download template if format problems
- Content Problems: Review content for platform compliance
- Technical Support: Contact support for persistent issues

Best Practices

Content Strategy

Quality Over Quantity: Focus on high-quality content
Consistent Branding: Maintain brand voice across all posts
Engagement Focus: Create content that encourages interaction
Platform Optimization: Tailor content for each platform

Scheduling Strategy

Optimal Timing: Schedule posts during peak engagement times
Content Mix: Vary content types and topics
Frequency Control: Avoid overwhelming your audience
Analytics Review: Monitor performance and adjust strategy

Technical Optimization

Batch Size: Process posts in manageable batches
File Preparation: Ensure CSV file is properly formatted
Media Quality: Use high-quality, accessible media files
Testing: Test with small batches before large uploads

Plan Requirements

Feature Availability

Bloom Plan: Full bulk upload functionality
Thrive Plan: Full bulk upload functionality
Sprout Plan: Not available (upgrade required)
Seed Plan: Not available (upgrade required)

Usage Limits

Daily Limits: Respects platform-specific daily posting limits
Processing Time: Depends on file size and content complexity
Error Handling: Comprehensive error recovery and reporting

With Bulk Upload, scheduling multiple posts has never been easier. This powerful automation feature saves time, ensures consistency, and helps you maintain an active social media presence across all your platforms.

Start automating your content strategy today and unlock the full potential of bulk post management with RobinReach!