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How to plan your first contentGetting Started
Start with a quick draft, then add production and platform details only when you need them.
- Open Content and choose Add content.
- Choose a content format and one or more platforms.
- Keep Quick Draft selected.
- Add a working title and any notes you already have.
- Choose Save Draft.
- Reopen the item and use the suggested Next Step, or expand the section you want to work on.
- Change the status as the content moves through production and publishing.
Plan content for multiple platformsHow-to Guides
Create linked platform drafts from one shared idea without retyping the basics.
- Choose Add content.
- Select every platform where you plan to post.
- Add the shared title, idea, format, and status.
- Choose Save Draft.
- Open each platform item later to add only the cover, caption, title, or publishing detail that differs.
Content termsGlossary
Content pillar: a recurring topic your content belongs to. Hook: the opening that earns attention. CTA: the action you invite viewers to take. Repurpose: adapt one idea for another format or platform. Campaign: a related group of content, often for one goal or collaboration.
Analytics termsGlossary
Reach: unique accounts that saw content. Views: total plays or displays. Impressions: total times content appeared. Engagement: measurable interactions such as likes, comments, shares, and saves. Engagement rate: interactions divided by the clearest available audience measure.
Platform and accessibility termsGlossary
Reel or Short: short-form vertical video. Carousel: one post with multiple swipeable items. Cover or thumbnail: the preview image. Alt text: a written image description used by screen readers.
UpNext termsGlossary
Workspace: your private planning area. Idea: an early thought that can stay incomplete. Content status: the current stage of a content item. Sync: safely refresh permitted analytics from a connected account. Insights: your performance summary and detailed analytics.
Set up your creator workspaceGetting Started
Add your creator name, niche, content pillars, preferred platforms, and default currency from Settings.
- Open Settings from the workspace menu.
- Complete Creator profile and Planning defaults.
- Choose Save Settings.
Capture your first ideaGetting Started
Use Add Idea to save a title and useful angle before adding dates, captions, or production details.
- Choose Add Idea.
- Enter a title and optional summary.
- Save it as Idea, then move it through the workflow when ready.
Reset a forgotten passwordAccount & Login
Use Forgot password on the sign-in page. Reset links expire after 30 minutes, and recovery codes remain available as a backup.
- Open Sign In, then Forgot password.
- Enter the email used for your UpNext account.
- Open the reset link or choose the recovery-code option.
I did not receive the verification emailAccount & Login
Check spam, confirm the address is correct, then use the resend option. Avoid requesting several messages at once because older links may expire.
Add Instagram analytics during Early AccessInstagram Analytics
Instagram analytics are entered manually during Early Access so you can keep dated, platform-reported snapshots without sharing your social password.
- Open Instagram Insights and choose the reporting period you want to save.
- In UpNext, open Insights and choose Add manually.
- Select Instagram, enter only the figures shown by Instagram, then save the snapshot.
Update Instagram resultsInstagram Analytics
Create another dated manual snapshot using the latest figures in Instagram Insights. UpNext keeps earlier snapshots so you can compare changes over time.
Add Facebook analytics during Early AccessFacebook Analytics
Facebook Page and Professional Mode analytics are entered manually during Early Access. Record only the results shown in your Facebook dashboard.
- Open the Insights or Professional Dashboard for the Facebook account you manage.
- In UpNext, open Insights and choose Add manually.
- Select Facebook, copy the available figures and reporting dates, then save.
Facebook Professional ModeFacebook Analytics
Professional Mode results can be logged as manual Facebook snapshots. UpNext does not estimate or invent unavailable figures.
Connect TikTokConnecting TikTok
TikTok uses its official authorization flow. Availability depends on TikTok's production approval, account eligibility, and the scopes shown during connection.
- Open Connected Accounts.
- Choose Connect TikTok.
- Review the requested permissions, then authorize the account.
What does Sandbox or testing mean?Connecting TikTok
A Sandbox connection is limited to approved test accounts. Normal creator accounts cannot use it until the provider grants production access.
Add analytics manuallyInsights & Analytics
Choose Add manually in Insights and enter only the metrics shown by the platform. Blank fields stay unavailable instead of becoming zero.
How engagement rate is calculatedInsights & Analytics
UpNext uses interactions divided by reach when available, then views, then followers. The denominator is always shown beside the rate.
How automatic refresh worksInsights & Analytics
Available connected platforms are eligible to refresh every 48 hours. Instagram and Facebook remain manual during Early Access. Daily synced snapshots are deduplicated so a refresh does not create duplicate records.
Use the Content Kanban boardContent Planner
Switch the Content workspace to Board view and move items through Idea, Planned, Creating, Ready, and Published.
- Open Content.
- Choose Board view.
- Drag a card or use its Move control to change status.
Plan Threads and X postsContent Planner
Threads and X (Twitter) support planning, scheduling records, deliverables, portfolio links, and manual analytics without requiring an account connection.
- Create or open a content record.
- Choose Threads or X (Twitter).
- Add post text, media or link details, and a publishing time.
- Publish manually on the platform, then add the published URL or performance figures when ready.
Open a publishing packContent Planner
Ready content can open a copy-ready pack containing the caption, hashtags, first comment, CTA, links, and publishing checklist you prepared.
Put content on the calendarCalendar
Add a planned publishing date to a content record. Unscheduled ideas remain visible below the calendar until you give them a date.
Export to Google CalendarCalendar
Use Export to Google Calendar to download an ICS file, then import that file into Google Calendar or another compatible calendar app.
Create a public Media KitPortfolio & Media Kit
Complete your profile, audience, services, proof of work, and visibility choices. A public link exists only after you save a unique slug.
Add a Media Kit photoPortfolio & Media Kit
Upload a JPG, PNG, or WebP image up to 5 MB. A square portrait gives the cleanest result.
Download your UpNext dataPrivacy & Data
Open Settings, then Privacy & Data, and choose Download My Data. Secrets, password hashes, and social authorization tokens are excluded.
Delete your accountPrivacy & Data
Settings → Privacy & Data includes permanent account deletion. Read the confirmation carefully because active creator records cannot be restored in the app.
Light or dark mode looks wrongTroubleshooting
Toggle the theme once and refresh the page. UpNext stores the preference only on your device. Clear that site preference if the browser keeps an older theme.
A change did not saveTroubleshooting
Keep the page open, check your connection, and try again. If the error includes a short reference code, include it when contacting support.
YouTube automatic linking is not available yetKnown Issues
YouTube is planned after Early Access. You can still plan YouTube content and enter available analytics manually.
Platforms return different metricsKnown Issues
Connected platforms do not expose identical data. Threads and X (Twitter) currently use manual analytics only. UpNext shows unavailable fields honestly instead of presenting them as errors.
Create platform variationsHow-to Guides
Open a content item, choose Create variations, then select the platforms and formats you need. UpNext links the records without generating your creative work.
Does UpNext create content with AI?FAQs
No. UpNext organizes your workflow and records performance without pretending to be your voice or generating your creative output.
Can UpNext publish to my social accounts?FAQs
No. Social connections are read-only. You remain in control and publish manually using the prepared publishing pack.
Is UpNext free?FAQs
Yes. Essential creator planning, analytics, and private record-keeping features are free. Optional support does not unlock product features.
Keep everything connected to your UpNext account.
Sign in to access account-linked support. Account-access help will remain available without signing in.
Send an account-access request.
This limited public form is only for account and login problems. For all other support topics, sign in so the request can be linked securely to your UpNext account.