Quick Start

This guide covers every Loomly feature:
- Getting Started — Create account and basic setup
- How to Use Post Planning & Scheduling — Schedule posts across all platforms at once
- How to Use Social Media Dashboard & Workspace — Manage all accounts from one place
- How to Use Social Media Content Creation — Build posts with built-in creative tools
- How to Use Collaboration & Approval Workflows — Get team sign-off before publishing
- How to Use Community Management — Reply to comments and messages in one inbox
- How to Use Social Media Analytics & Reports — Track performance and generate reports
- How to Use Campaign Management — Organize posts by campaign with labels and UTM tracking
- How to Use Seamless Collaboration — Invite team members and assign roles
- How to Use Content Security — Protect your brand with role-based access controls
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives
Why Trust This Guide
I’ve used Loomly for over two years and tested every feature covered here. This how to use Loomly tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Loomly is one of the most powerful social media management tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Loomly Tutorial
This complete Loomly tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Loomly
Plan, create, and schedule social media posts across every platform from one dashboard. Loomly makes team collaboration and content approval simple. Start your free 15-day trial today.
Getting Started with Loomly
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
Now let’s walk through each step.
Step 1: Create Your Account
Go to Loomly’s website and click “Start Free Trial.”
Enter your email address and create a password.
You get 15 days free with full access to all features.
✓ Checkpoint: Check your inbox for a confirmation email from Loomly.
Step 2: Connect Your Social Accounts
Click “Add Calendar” from the main dashboard.
Select each social platform you want to connect.
Loomly supports Facebook, Instagram, X, LinkedIn, Pinterest, TikTok, YouTube, Snapchat, and Google Business.
Here’s what the dashboard looks like:

✓ Checkpoint: You should see all connected accounts in your calendar view.
Step 3: Complete Initial Setup
Set your time zone and default posting schedule.
Create your first calendar workspace for your brand or project.
Add your brand colors and logo for consistent post previews.
✅ Done: You’re ready to use any feature below.
How to Use Loomly Post Planning & Scheduling
Post Planning & Scheduling lets you schedule posts across all connected platforms at once.
Here’s how to use it step by step.
Watch Post Planning & Scheduling in action:

Now let’s break down each step.
Step 1: Open Your Calendar and Create a New Post
Click the “Create Post” button on your calendar view.
Select the date and time you want the post to go live.
Step 2: Choose Your Platforms and Write Your Message
Select which social accounts should receive this post.
Write your caption and add any media files.
Loomly shows live previews for each platform as you type.
✓ Checkpoint: You should see your post preview for each selected platform.
Step 3: Schedule or Auto-Publish
Click “Schedule” to set the exact date and time.
Enable auto-publishing so Loomly posts it without your involvement.
✅ Result: Your post is queued and will publish automatically at the scheduled time.
💡 Pro Tip: Set up recurring time slots in your calendar settings to batch-schedule posts faster each week.
How to Use Loomly Social Media Dashboard & Workspace
Social Media Dashboard & Workspace lets you manage all your social accounts from a single control center.
Here’s how to use it step by step.
Watch Social Media Dashboard & Workspace in action:

Now let’s break down each step.
Step 1: Navigate to Your Dashboard
Log in to Loomly and you’ll land on the main dashboard.
Each calendar workspace appears as a separate tile.
Step 2: Create Separate Workspaces for Each Brand
Click “New Calendar” to create a workspace for each brand or client.
Assign the relevant social accounts to each workspace.
This keeps your content organized and separated by project.
✓ Checkpoint: You should see each brand as its own calendar workspace.
Step 3: Switch Between Workspaces
Use the sidebar menu to switch between different calendar workspaces.
Each workspace shows only the accounts and posts for that brand.
✅ Result: You can manage multiple brands without mixing up content or accounts.
💡 Pro Tip: Use color-coded labels for each workspace so you can spot which brand you’re working on at a glance.
How to Use Loomly Social Media Content Creation
Social Media Content Creation lets you build posts with built-in creative tools and post ideas.
Here’s how to use it step by step.
Watch Social Media Content Creation in action:

Now let’s break down each step.
Step 1: Browse Post Ideas for Inspiration
Click “Post Ideas” when creating a new post.
Loomly suggests trending topics, holidays, and content prompts tailored to your industry.
Step 2: Customize Content for Each Platform
Use the Fine-Tuning panel to adjust text and visuals per platform.
Loomly shows real-time tips to help you match each platform’s best practices.
You can also pull images from Unsplash or create graphics with Canva directly inside Loomly.
✓ Checkpoint: Your post should look different and polished for each platform.
Step 3: Add Hashtags and Final Touches
Open the hashtag manager to select from saved collections or find new ones.
Add your UTM parameters if you need campaign tracking.
✅ Result: You’ve created a platform-specific post with hashtags and tracking in minutes.
💡 Pro Tip: Save your best-performing hashtag sets as collections so you can reuse them with one click.
How to Use Loomly Collaboration & Approval Workflows
Collaboration & Approval Workflows lets you get team sign-off before any post goes live.
Here’s how to use it step by step.
Watch Collaboration & Approval Workflows in action:

Now let’s break down each step.
Step 1: Set Up Your Approval Workflow
Go to Calendar Settings and select “Workflow.”
Choose how many approval tiers your team needs before publishing.
Step 2: Submit a Post for Review
After creating your post, click “Submit for Approval.”
Assigned reviewers get notified via email or Slack.
They can leave comments, request changes, or approve right inside Loomly.
✓ Checkpoint: The post status should change to “Pending Approval.”
Step 3: Approve and Schedule
Once all required approvals are in, the post moves to “Approved.”
Schedule it for publishing or let auto-publish handle the rest.
✅ Result: Every post gets reviewed before it reaches your audience.
💡 Pro Tip: Use multi-tier approvals for client-facing content — one tier for your team, another for the client.
How to Use Loomly Community Management
Community Management lets you reply to comments and messages across all connected accounts.
Here’s how to use it step by step.
Watch Community Management in action:

Now let’s break down each step.
Step 1: Open the Interactions Tab
Click “Interactions” from the left sidebar menu.
You’ll see all comments, mentions, and messages from every connected platform.
Step 2: Reply to Comments and Messages
Click on any comment or message to open it.
Type your reply and hit send — it posts directly to that platform.
You never have to leave Loomly to respond to your audience.
✓ Checkpoint: Your reply should appear on the original social platform.
Step 3: Mark Conversations as Done
After responding, mark the interaction as “Done” to keep your inbox clean.
Filter by platform or status to find unanswered messages quickly.
✅ Result: All your audience engagement is managed from one inbox.
💡 Pro Tip: Check your Interactions tab first thing each morning to catch time-sensitive comments early.
How to Use Loomly Social Media Analytics & Reports
Social Media Analytics & Reports lets you track performance and generate reports for stakeholders.
Here’s how to use it step by step.
Watch Social Media Analytics & Reports in action:

Now let’s break down each step.
Step 1: Open the Analytics Dashboard
Click “Analytics” from the left sidebar menu.
Select the calendar workspace and date range you want to review.
Step 2: Review Post Performance Metrics
See impressions, clicks, engagement rate, and follower growth at a glance.
Click on individual posts to see how each one performed.
Compare metrics across platforms to find what works best.
✓ Checkpoint: You should see performance data for all your published posts.
Step 3: Export or Schedule Reports
Click “Export” to download a PDF or CSV report.
Set up scheduled reports to automatically email stakeholders weekly or monthly.
✅ Result: You have clear performance data to guide your content strategy.
💡 Pro Tip: Use post labels to filter analytics by campaign — this shows which campaigns drive the most engagement.
How to Use Loomly Campaign Management
Campaign Management lets you organize posts by campaign with labels and UTM tracking.
Here’s how to use it step by step.
Watch Campaign Management in action:

Now let’s break down each step.
Step 1: Create Campaign Labels
Go to Calendar Settings and click “Labels.”
Create a new label for each campaign, such as “Q1 Product Launch” or “Holiday Sale.”
Step 2: Apply Labels and UTM Parameters to Posts
When creating a post, select the campaign label from the dropdown.
Add UTM parameters in the link settings to track traffic in Google Analytics.
Every post tagged with that label becomes part of the campaign.
✓ Checkpoint: Your post should show the campaign label in the calendar view.
Step 3: Filter Analytics by Campaign
Open Analytics and filter by your campaign label.
Loomly shows aggregated performance data for all posts in that campaign.
✅ Result: You can measure the success of each campaign separately.
💡 Pro Tip: Set up consistent UTM naming conventions across all campaigns for cleaner Google Analytics data.
How to Use Loomly Seamless Collaboration
Seamless Collaboration lets you invite team members and assign roles for organized teamwork.
Here’s how to use it step by step.
Watch Seamless Collaboration in action:

Now let’s break down each step.
Step 1: Invite Team Members
Go to Calendar Settings and click “Members.”
Enter their email address and send the invitation.
Step 2: Assign Roles and Permissions
Choose a role for each member: Editor, Contributor, or Client.
Each role has different permissions for creating, approving, and publishing.
This keeps your workflow organized and secure.
✓ Checkpoint: Your invited members should appear in the calendar member list.
Step 3: Use Comments for Team Feedback
Open any post and use the comment section to leave feedback.
Tag specific team members with @mentions to notify them directly.
✅ Result: Your entire team collaborates inside Loomly instead of scattered email threads.
💡 Pro Tip: Connect Loomly with Slack or Microsoft Teams so approval notifications arrive where your team already works.
How to Use Loomly Content Security
Content Security lets you protect your brand with role-based access controls.
Here’s how to use it step by step.
Watch Content Security in action:

Now let’s break down each step.
Step 1: Review Your Current Member Roles
Go to Calendar Settings and check each member’s assigned role.
Make sure no one has more access than they need.
Step 2: Restrict Publishing Permissions
Set your workflow so only approved roles can publish content.
Contributors can create drafts but cannot publish without approval.
This prevents accidental or unauthorized posts from going live.
✓ Checkpoint: Contributors should see “Submit for Approval” instead of “Publish.”
Step 3: Audit Your Content Library Access
Check that your media library and brand assets are only editable by authorized team members.
Remove access for any former team members or inactive accounts.
✅ Result: Your brand content stays safe with controlled access at every level.
💡 Pro Tip: Run a quarterly audit of all member roles to remove outdated access and keep your workspace secure.
Loomly Pro Tips and Shortcuts
After testing Loomly for over two years, here are my best tips.
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Create new post | Click “+” on any calendar date |
| Switch calendar view | Toggle List / Calendar / Board icons |
| Navigate between weeks | Left / Right arrow buttons |
| Open post details | Click any post card on the calendar |
Hidden Features Most People Miss
- Post Templates: Save reusable post templates for recurring content types — saves 10+ minutes per post.
- Content Library: Upload and organize all your media assets in one place for quick drag-and-drop access.
- Hashtag Collections: Group hashtags by theme or campaign and apply them with a single click.
Loomly Common Mistakes to Avoid
Mistake #1: Posting the Same Content to Every Platform
❌ Wrong: Writing one caption and blasting it to Facebook, Instagram, LinkedIn, and X without changes.
✅ Right: Use Loomly’s Fine-Tuning panel to customize text and media for each platform.
Mistake #2: Skipping the Approval Workflow
❌ Wrong: Publishing posts directly without any review process, leading to typos and brand inconsistency.
✅ Right: Set up at least one approval tier so every post gets a second pair of eyes before going live.
Mistake #3: Ignoring Analytics After Publishing
❌ Wrong: Scheduling posts and never checking how they performed.
✅ Right: Review analytics weekly and adjust your content strategy based on what gets the most engagement.
Loomly Troubleshooting
Problem: Post Failed to Publish
Cause: Your social account connection expired or the platform’s API changed.
Fix: Go to Calendar Settings, disconnect the affected account, and reconnect it. Then reschedule the post.
Problem: Images Look Cropped or Blurry
Cause: You uploaded an image that doesn’t match the platform’s recommended size.
Fix: Check Loomly’s preview for each platform and resize your image before publishing. Use the built-in editor to crop.
Problem: Team Members Can’t See the Calendar
Cause: They haven’t accepted the invitation or lack the right permissions.
Fix: Resend the invite from Calendar Settings. Confirm their role gives them calendar access.
📌 Note: If none of these fix your issue, contact Loomly support through their help center.
What is Loomly?
Loomly is a social media management tool that helps you plan, create, schedule, and analyze posts across every major platform.
Think of it like a command center for all your social media accounts in one place.
Watch this quick overview:
It includes these key features:
- Post Planning & Scheduling: Schedule posts across all platforms with auto-publishing.
- Social Media Dashboard & Workspace: Manage multiple brands from separate calendar workspaces.
- Social Media Content Creation: Get post ideas, hashtag suggestions, and real-time tips.
- Collaboration & Approval Workflows: Multi-tier approval process with team commenting.
- Community Management: Reply to comments and messages across all platforms in one inbox.
- Social Media Analytics & Reports: Track performance metrics and export scheduled reports.
- Campaign Management: Organize posts by campaign with labels and UTM tracking.
- Seamless Collaboration: Invite team members, assign roles, and centralize feedback.
- Content Security: Role-based access controls to protect brand assets.
For a full review, see our Loomly review.

Loomly Pricing
Here’s what Loomly costs in 2026:
| Plan | Price | Best For |
|---|---|---|
| Starter | Contact for the pricing | Small teams managing up to 12 social accounts |
| Beyond | Contact for the pricing | Agencies and larger teams needing unlimited users |
Free trial: Yes — 15 days with full feature access, no credit card required.
Money-back guarantee: No refund policy. Use the free trial to test before committing.

💰 Best Value: Start with the free trial to explore all features before choosing a plan.
Loomly vs Alternatives
How does Loomly compare? Here’s the competitive landscape:
| Tool | Best For | Price | Rating |
|---|---|---|---|
| Loomly | Team collaboration & approvals | Contact for pricing | ⭐ 4.0 |
| Sprout Social | Enterprise analytics & social listening | $199/mo | ⭐ 4.4 |
| SocialPilot | Budget-friendly bulk scheduling | $30/mo | ⭐ 4.5 |
| Sendible | Agency white-label reporting | $29/mo | ⭐ 4.5 |
| Content Studio | Content discovery & unified inbox | $25/mo | ⭐ 4.6 |
| Heropost | AI-powered content creation | $19/mo | ⭐ 4.3 |
| Agorapulse | Community management & ROI tracking | $49/mo | ⭐ 4.5 |
| Zoho Social | Zoho suite integration | $15/mo | ⭐ 4.6 |
| Buffer | Simple scheduling for solopreneurs | $6/channel/mo | ⭐ 4.3 |
| Sprinklr | Enterprise-grade unified CXM | Custom pricing | ⭐ 4.3 |
| Later | Visual-first Instagram planning | $25/mo | ⭐ 4.5 |
| Blaze | AI content generation for small teams | $25/mo | ⭐ 4.4 |
| Metricool | Free analytics & competitor tracking | Free / $22/mo | ⭐ 4.5 |
Quick picks:
- Best overall: Loomly — Best for team collaboration and structured approval workflows.
- Best budget: Buffer — Simple, affordable scheduling starting at $6 per channel.
- Best for beginners: Zoho Social — Clean interface with affordable plans starting at $15/month.
- Best for agencies: Sendible — White-label reports and client dashboards from $29/month.
🎯 Loomly Alternatives
Looking for Loomly alternatives? Here are the top options:
- 🚀 Sprout Social: Enterprise-grade analytics, social listening, and CRM features for large marketing teams with serious budgets.
- 💰 SocialPilot: Budget-friendly pick for agencies needing bulk scheduling across 30+ accounts starting at just $30/month.
- 🎨 Sendible: Agency-focused platform with white-label dashboards, client portals, and branded reporting from $29/month.
- ⚡ Content Studio: Content discovery engine with a unified inbox and AI-assisted caption writing for busy marketers.
- 🧠 Heropost: AI-powered content creation that generates captions and images so you spend less time writing posts.
- 🔒 Agorapulse: Strong community management with a social inbox, ROI tracking, and easy-to-read performance reports.
- 🌟 Zoho Social: Great for businesses already using Zoho CRM — tight integration and affordable plans from $15/month.
- 👶 Buffer: The simplest scheduler on the market — perfect for solopreneurs who just need to queue posts quickly.
- 🏢 Sprinklr: Enterprise-level unified customer experience management with deep social listening and AI automation.
- 🎯 Later: Visual-first planner built for Instagram and TikTok creators who want to curate a beautiful feed.
- 🔥 Blaze: AI-driven content generation and scheduling for small teams that want to create posts faster.
- 📊 Metricool: Free tier with real analytics, competitor tracking for up to 100 profiles, and ad management built in.
For the full list, see our Loomly alternatives guide.
⚔️ Loomly Compared
Here’s how Loomly stacks up against each competitor:
- Loomly vs Sprout Social: Sprout Social wins on analytics and social listening but costs 3x more. Loomly wins on affordability and approvals.
- Loomly vs SocialPilot: SocialPilot offers bulk scheduling for 500+ posts and cheaper plans. Loomly has better approval workflows.
- Loomly vs Sendible: Sendible is better for agencies needing white-label reports and client portals. Loomly is simpler for in-house teams.
- Loomly vs Content Studio: Content Studio has stronger content discovery and AI writing. Loomly excels at team collaboration features.
- Loomly vs Heropost: Heropost focuses on AI content generation that Loomly lacks. Loomly offers better scheduling and approval tools.
- Loomly vs Agorapulse: Agorapulse has a superior social inbox and ROI tracking. Loomly has a more visual calendar and better post ideas.
- Loomly vs Zoho Social: Zoho Social is cheaper and integrates with the Zoho suite. Loomly has stronger approval workflows.
- Loomly vs Buffer: Buffer is simpler and cheaper for solo users. Loomly is better for teams that need approvals and collaboration.
- Loomly vs Sprinklr: Sprinklr is an enterprise beast with AI and listening tools. Loomly is far simpler and more affordable for small teams.
- Loomly vs Later: Later wins for visual Instagram and TikTok planning. Loomly is better for multi-platform scheduling and team workflows.
- Loomly vs Blaze: Blaze offers AI-generated content that Loomly doesn’t have. Loomly provides stronger scheduling and approval features.
- Loomly vs Metricool: Metricool has a better free plan and deeper analytics. Loomly has superior team collaboration and content creation tools.
Start Using Loomly Now
You learned how to use every major Loomly feature:
- ✅ Post Planning & Scheduling
- ✅ Social Media Dashboard & Workspace
- ✅ Social Media Content Creation
- ✅ Collaboration & Approval Workflows
- ✅ Community Management
- ✅ Social Media Analytics & Reports
- ✅ Campaign Management
- ✅ Seamless Collaboration
- ✅ Content Security
Next step: Pick one feature and try it now.
Most people start with Post Planning & Scheduling.
It takes less than 5 minutes.
Frequently Asked Questions
Is Loomly easy to use?
Yes, Loomly is very easy to use. The dashboard has a clean layout with a visual calendar that makes scheduling simple. Even beginners can start creating and scheduling posts within minutes. Loomly also includes built-in tutorials to help you learn each feature.
What is the basic plan of Loomly?
Loomly’s entry-level paid plan is the Starter plan. It includes support for up to 12 social accounts and 3 users with unlimited scheduling and approval workflows. Contact Loomly directly for current pricing details.
Is Loomly worth the investment?
Loomly is worth it for teams that need approval workflows and multi-platform scheduling. The calendar view, post ideas, and collaboration features save hours each week. If you’re a solo user on a tight budget, tools like Buffer might be more cost-effective.
What problems does Loomly solve?
Loomly solves the chaos of managing social media across multiple platforms. It centralizes content planning, scheduling, team approvals, engagement tracking, and analytics into one dashboard. No more switching between apps or losing track of who approved what.
Does Loomly have AI tools?
Loomly offers AI-driven post ideas and caption suggestions to spark creativity. However, it does not include full AI content generation or AI image creation. If AI writing is a priority, consider tools like Content Studio or Heropost alongside Loomly.
Can you use Loomly for free?
Loomly offers a 15-day free trial with full access to all features. There is also a limited free plan that allows 1 user, 3 social accounts, and up to 5 posts per month. For serious use, you’ll need a paid plan.
How to schedule posts on Loomly?
Click “Create Post” on your calendar, select your platforms, write your caption, add media, and click “Schedule.” Choose the date and time, and Loomly handles the rest with auto-publishing. You can also set up recurring time slots for faster scheduling.
Is Buffer or Loomly better?
Buffer is better for solo users who want simple, affordable scheduling. Loomly is better for teams that need approval workflows, multi-workspace management, and content collaboration. If you work alone, pick Buffer. If you work with a team, pick Loomly.
What is better, Hootsuite or Loomly?
Hootsuite offers deeper social listening and analytics for large enterprises. Loomly is more affordable, easier to use, and has stronger approval workflows. For small-to-mid teams focused on content collaboration, Loomly is the better choice.
What is the purpose of Loomly?
Loomly’s purpose is to make social media management easier for teams. It helps you plan content with a visual calendar, create posts with built-in tools, get team approvals, schedule auto-publishing, and track performance — all from one platform.
Does Loomly offer any training resources?
Yes, Loomly offers video tutorials, webinars, and a help center with articles covering every feature. They also have a blog with social media best practices. New users can watch getting-started videos to learn the platform quickly.
What social media platforms does Loomly support?
Loomly supports Facebook, Instagram, X (Twitter), LinkedIn, Pinterest, TikTok, YouTube, Snapchat, Google Business Profile, and Threads. You can manage all of them from a single dashboard without switching between apps.
Is Loomly good for agencies?
Loomly works well for agencies that need approval workflows and multi-workspace management. However, the jump from the Starter to Beyond plan is steep. Agencies managing many clients may want to compare Loomly with Sendible or SocialPilot for better scaling options.
How long is the Loomly free trial?
Loomly’s free trial lasts 15 days. During the trial, you get full access to all features with no credit card required. This gives you enough time to test every tool and decide if the platform fits your workflow.
How many accounts can you have on Loomly?
The Starter plan supports up to 12 social accounts. The Beyond plan supports up to 60 social accounts. Enterprise customers can request more. Each plan also has different user limits, so choose based on your team size and account count.













