How to Use Sendible: Your Step-By-Step Guideline in 2026

by Fahim Joharder | Last updated Aug 28, 2026

Quick Start

This guide covers every Sendible feature:

Getting Started — Create your Sendible account and connect social accounts
How to Use Content Management Tool — Draft, store and reuse social media content without digging through folders
How to Use Automated Reports — Send recurring performance reports to clients on autopilot
How to Use Campaign Management — Group related social media posts and track them as one campaign
How to Use Custom Tags — Label posts and profiles so you can filter posts in seconds
How to Use Manage and Collaborate — Give your entire internal team access without sharing passwords
How to Use Social Media Scheduling — Schedule posts across every network from a single calendar
How to Use UTM Tracking — Attach utm parameters to links and measure real traffic in Google Analytics
How to Use White Label — Put your own brand on the dashboard, reports and client emails
How to Use Report Builder — Create custom reports from scratch with drag-and-drop widgets

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve run client work inside Sendible for over two years and tested every feature here. This tutorial comes from real hands-on use, not vendor screenshots.

Sendible is a social media management platform built for agencies and growing brands.

Most users only ever touch the calendar and miss the rest.

This guide shows you how to use Sendible feature by feature.

Step by step, with screenshots and pro tips.

Sendible Tutorial

This How to Use Sendible tutorial walks through every part of the Sendible dashboard, from your first connected account to custom branded reports.

Sendible

Manage every social media channel from one place. Sendible schedules posts, tracks audience engagement and builds client-ready reports across 10 social media platforms. Start with a 14-day free trial, no cancellation fees.

TRY SENDIBLE NOW →

READ FULL REVIEW →

SENDIBLE ALTERNATIVES →

Getting Started with Sendible

Before touching any feature, finish this one-time setup.

It takes about three minutes.

Here is my honest take after using the platform daily:

Now let’s walk through each step.

Step 1: Create Your Sendible Account

Go to the Sendible website and click “Start Free Trial.”

Enter your email and pick a password.

Every plan opens with a 14-day free trial and no cancellation fees.

✓ Checkpoint: Check your inbox for the confirmation email.

Sendible runs in any browser, plus iOS and Android mobile apps.

Open Account Settings and click “Add Service” to link your social media profiles.

You can add Facebook pages, company pages, LinkedIn profiles, Google Business Profiles and TikTok Business accounts.

Here is what this looks like:

✓ Checkpoint: Each connected social media account shows a green status dot.

Step 3: Set Up Your Workspace

Create one Workspace per client so social feeds never get mixed up.

Then invite team members and assign permission groups.

✅ Done: Your Sendible dashboard is live and ready for every feature below.

TRY Sendible for free

How to Use Sendible Content Management Tool

Content Management Tool lets you plan, write and store social media content in one shared workspace.

Here’s how to use it step by step.

Step 1: Open the Smart Compose Box

Click the pencil icon at the top of the Sendible dashboard.

The smart compose box opens with every connected account listed on the left.

Step 2: Write and Enrich Your Post

Type your message, then trim it per network with the compose box tabs.

Crop visuals with the built-in image editor or trim clips in the video editor.

Pull media straight from Canva, Pexels, GIPHY or your Google Drive integration.

Here’s what this looks like:

✓ Checkpoint: Your draft shows a live preview for each selected network.

Step 3: Save It to a Content Library

Click “Save to Library” instead of publishing right away.

Content libraries hold captions, hashtag sets and ideas your whole team can reuse.

✅ Result: Your social media content lives in one searchable library instead of scattered docs.

💡 Pro Tip: Use dynamic fields like {first_name} in recurring posts so the same template reads fresh every time.

TRY Sendible for free

How to Use Sendible Automated Reports

Automated Reports lets you send recurring performance reports to clients without building them by hand.

Here’s how to use it step by step.

Step 1: Open the Reports Tab

Click “Reports” in the left sidebar of your Sendible account.

Pick a ready-made template such as the engagement report.

Step 2: Choose Profiles and Date Range

Select the social profiles you want covered.

Set the period, then add Google Analytics data if the site is linked.

Here’s what this looks like:

✓ Checkpoint: The preview pane renders your chosen metrics as one-click reports.

Step 3: Schedule Delivery

Switch on “Email this report” and choose weekly or monthly.

Clients receive presentation-ready PDFs without asking you for them.

✅ Result: Reporting runs itself while you focus on social media strategy.

💡 Pro Tip: Send monthly reports on the first working day, not the first of the month, so weekend dips do not skew the story.

TRY Sendible for free

How to Use Sendible Campaign Manager

Campaign Management lets you group related posts into one campaign and track them together.

Here’s how to use it step by step.

Step 1: Create a Campaign

Open the content calendar and click “New Campaign.”

Name it after the launch, season or client push it belongs to.

Step 2: Attach Your Posts

Drag existing drafts into the campaign or write new ones inside it.

Every campaign post keeps its own network settings and publish time.

Here’s what this looks like:

✓ Checkpoint: All campaign posts appear grouped under one colour on the calendar.

Step 3: Track Performance

Open the campaign view to see reach, clicks and audience engagement side by side.

✅ Result: You can prove which push drove results instead of guessing.

💡 Pro Tip: Keep campaigns shorter than six weeks. Long campaigns blur the numbers and hide what actually worked.

TRY Sendible for free

How to Use Sendible Custom Tags

Custom Tags lets you label posts and profiles so you can filter posts in seconds.

Here’s how to use it step by step.

Step 1: Create Your Tag Set

Go to Settings and open “Tags.”

Add profile tags for client name, region or content pillar.

Step 2: Apply Tags While Writing

Tag each post inside the compose box before you schedule it.

Tags also attach to connected social media accounts, not just posts.

Here’s what this looks like:

✓ Checkpoint: The calendar now shows only the tagged social media posts you selected.

Step 3: Filter by Tag

Use the calendar filter to filter posts down to one tag.

✅ Result: Finding any post across multiple clients takes seconds.

💡 Pro Tip: Tag by funnel stage, not just topic. It makes your engagement report far easier to read later.

TRY Sendible for free

How to Use Sendible Manager and Collaborator

Manage and Collaborate lets you give your entire internal team the right access without sharing passwords.

Here’s how to use it step by step.

Step 1: Invite Your Team

Open Settings and click “Users,” then add each colleague by email.

Sendible supports unlimited users on every plan, so seat counts never limit you.

Step 2: Build Permission Groups

Create custom user permission groups for writers, approvers and viewers.

Junior staff can draft without ever reaching your own accounts or client passwords.

Here’s what this looks like:

✓ Checkpoint: Pending posts show an “Awaiting approval” badge on the calendar.

Step 3: Turn On Approval Workflows

Route drafts through approval workflows so clients sign off before anything goes live.

✅ Result: Team collaboration happens inside the platform instead of scattered email threads.

💡 Pro Tip: Give clients approver access only. Full access tempts them to publish untracked posts from personal accounts.

TRY Sendible for free

Social Media Scheduling lets you schedule posts across every network from a single calendar.

Here’s how to use it step by step.

Step 1: Pick Your Publishing Method

Schedule single posts from the compose box for any day of the year.

For bulk importing, upload a CSV file with dates, captions and image links.

Step 2: Set the Right Time

Choose “Best time to post” and Sendible picks the optimal publishing time from your engagement history.

Drag any item on the calendar to reschedule it.

Here’s what this looks like:

✓ Checkpoint: Queued items appear in the calendar with a recycle icon.

Step 3: Automate the Rest

Create queues for recurring slots, then build smart queues that recycle evergreen content.

Add rss feeds through the rss feed importer so relevant content posts itself from your blog.

✅ Result: Your social media channels stay active even during your busiest weeks.

💡 Pro Tip: Load smart queues with at least 20 evergreen posts. Fewer than that and followers spot the repeats.

TRY Sendible for free

How to Use Sendible UTM Tracker

UTM Tracking lets you attach utm parameters to every link and measure real traffic.

Here’s how to use it step by step.

Step 1: Enable UTM Tagging

Open Settings and find “Link Settings.”

Switch on automatic utm parameters for outbound links.

Step 2: Define Your Parameters

Set source, medium and campaign values per profile.

Sendible integrates with Google Analytics, so tagged clicks land in your existing reports.

Here’s what this looks like:

✓ Checkpoint: Preview posts show the full tagged URL before publishing.

Step 3: Review the Traffic

Open Google Analytics and sort acquisition by campaign to see which posts earned real visits.

✅ Result: You can tie site traffic back to individual social media posts.

💡 Pro Tip: Keep utm values lowercase. Google Analytics treats Facebook and facebook as two separate sources.

TRY Sendible for free

How to Use Sendible White Label

White Label lets you put your own brand on the dashboard, reports and client emails.

Here’s how to use it step by step.

Step 1: Open White Label Settings

White labelling sits on the Advanced and Enterprise plans.

Go to Settings and open the “White Label” panel.

Step 2: Upload Your Branding

Add your logo, brand colours and custom domain.

The Sendible dashboard, login screen and client emails all switch to your identity.

Here’s what this looks like:

✓ Checkpoint: Your logo replaces Sendible branding across the interface.

Send clients the client connect widget so they link their own accounts themselves.

The client connect flow means you never handle their passwords.

✅ Result: Clients see your agency brand at every touchpoint.

💡 Pro Tip: Use a subdomain like social.youragency.com. It looks native and takes about ten minutes to set up.

TRY Sendible for free

How to Use Sendible Report Builder

Report Builder lets you create custom reports from scratch with drag-and-drop widgets.

Here’s how to use it step by step.

Step 1: Start a Blank Report

Open Reports and click “Report Builder.”

Choose a blank canvas rather than a template.

Step 2: Drag In Your Widgets

Add charts for followers, clicks, direct messages and audience engagement.

Drop in your own logo to produce custom branded reports.

Here’s what this looks like:

✓ Checkpoint: The canvas shows live data pulled from your connected social media accounts.

Step 3: Save It as a Template

Save the layout once and reuse it for every client next month.

✅ Result: You can create custom reports that match how each client actually measures success.

💡 Pro Tip: Cut any widget a client never asks about. Short custom reports get read; twenty-page ones do not.

TRY Sendible for free

Sendible Pro Tips and Shortcuts

After two years inside this social media management platform, here are the tips I actually use.

Keyboard Shortcuts

Action	Shortcut
Open the compose box	C
Jump to the calendar	G then C
Open Priority Inbox	G then I
Search posts and profiles	/

Hidden Features Most People Miss

Content suggestions: Sendible surfaces trending articles by topic so you never start from a blank page.
Google Alerts and social feeds: Pipe Google Alerts into your monitoring streams to catch brand mentions early.
First comments: Add hashtags as first comments on Instagram to keep captions clean.
Google Drive: Attach assets straight from Drive instead of downloading and re-uploading files.

TRY Sendible for free

Sendible Common Mistakes to Avoid

Mistake #1: Connecting Personal Accounts by Habit

❌ Wrong: Linking your personal Facebook profile instead of the business asset it manages.

✅ Right: Connect Facebook pages and company pages through the business account that owns them.

Mistake #2: Publishing the Same Text Everywhere

❌ Wrong: Blasting one caption to all social media platforms at once.

✅ Right: Use the per-network tabs to create content that fits each audience.

Mistake #3: Skipping Permission Setup

❌ Wrong: Giving every colleague admin rights because it is faster.

✅ Right: Build permission groups first, so drafts always pass through approval workflows.

TRY Sendible for free

Sendible Troubleshooting

Problem: A Connected Account Keeps Disconnecting

Cause: Networks expire access tokens every 60 to 90 days.

Fix: Open account settings, click the red warning icon and re-authorise that profile.

Problem: Scheduled Posts Fail to Publish

Cause: The image breaks a network size limit or the caption exceeds the character cap.

Fix: Check the error note on the failed post, resize the image, then reschedule it.

Problem: Reports Show No Data

Cause: Analytics permissions were not granted when the profile was linked.

Fix: Reconnect the profile and tick every analytics scope during authorisation.

📌 Note: If none of these fix your issue, contact Sendible support. Enterprise plans include a dedicated account manager.

TRY Sendible for free

What is Sendible?

Sendible is a social media management platform for content creation, scheduling, publishing, monitoring and analysis.

Think of it as one control room for every account your agency touches.

Watch this quick overview:

It includes these key features:

Content Management Tool: Draft, store and reuse social media content without digging through folders.
Automated Reports: Send recurring performance reports to clients on autopilot.
Campaign Management: Group related social media posts and track them as one campaign.
Custom Tags: Label posts and profiles so you can filter posts in seconds.
Manage and Collaborate: Give your entire internal team access without sharing passwords.
Social Media Scheduling: Schedule posts across every network from a single calendar.
UTM Tracking: Attach utm parameters to links and measure real traffic in Google Analytics.
White Label: Put your own brand on the dashboard, reports and client emails.
Report Builder: Create custom reports from scratch with drag-and-drop widgets.

It publishes to 10 social media platforms, including Instagram, Facebook, LinkedIn, TikTok, X and YouTube.

The Priority Inbox pulls comments, mentions and direct messages into one stream you can clear daily.

That makes it an all in one platform for agencies juggling multiple clients.

For a full review, see our Sendible review.

TRY Sendible for free

Sendible Pricing

Here’s what Sendible costs in 2026:

Plan	Price	Best For
Creator	$22/month	Solo creators running their own accounts
Traction	$67/month	Small teams and growing brands
Scale	$149/month	Agencies handling multiple clients
Advanced	$224/month	Larger agencies needing white label branding
Enterprise	Access to all features, White label brand & domain.	Large teams wanting custom integrations

Free trial: Yes — a 14-day free trial on every plan, and no cancellation fees if you leave.

Money-back guarantee: No refund window, but annual billing takes 15% off the monthly rate.

💰 Best Value: Scale — it unlocks enough profiles and reporting depth for a real client roster.

TRY Sendible for free

Sendible vs Alternatives

How does Sendible compare? Here’s the competitive landscape:

Tool	Best For	Price	Rating
Sendible	Agencies with multiple clients	$22/mo	⭐ 4.0
Sprout Social	Enterprise reporting	$249/mo	⭐ 4.4
SocialPilot	Budget agency plans	$30/mo	⭐ 4.5
Agorapulse	Inbox management	$79/mo	⭐ 4.5
Buffer	Simple scheduling	$6/mo	⭐ 4.5
Later	Visual planning	$25/mo	⭐ 4.4
Loomly	Content suggestions	$42/mo	⭐ 4.6
Metricool	Analytics on a budget	$22/mo	⭐ 4.6

Quick picks:

Best overall: Sendible — the balance of scheduling, inbox and reporting is hard to beat.
Best budget: Buffer — cheap, clean and fine for one brand.
Best for beginners: Later — the visual calendar teaches itself.
Best for agencies: Sendible — white label plus client connect wins on client-facing work.

🎯 Sendible Alternatives

Looking for Sendible alternatives? Here are the top options:

🌟 Sprout Social: Deepest analytics of the group, with strong listening tools. Priced for enterprise teams rather than small agencies.
💰 SocialPilot: Similar agency features at a lower price, including bulk scheduling and white label client dashboards.
🧠 Content Studio: Strong AI writing and content discovery for teams that publish high volumes of relevant content weekly.
⚡ Heropost: Flat-rate pricing with unlimited social accounts, aimed at users who post everywhere at once.
📊 Agorapulse: Best-in-class unified inbox and social listening, with clear ROI reporting per channel.
💼 Zoho Social: Natural fit if you already run Zoho CRM, with tight lead tracking built in.
👶 Buffer: The simplest way to schedule posts for one brand, with a generous free tier.
🏢 Sprinklr: Enterprise-grade platform covering care, marketing and research across huge account portfolios.
🎨 Later: Visual-first planner made for Instagram and TikTok, with link-in-bio tools included.
🔧 Loomly: Post ideas and approval flows built in, useful for teams new to social media management.
🚀 Blaze: Lightweight AI tool for solo founders who want posts drafted and scheduled fast.
🔥 Metricool: Analytics-heavy at a low price, with ad tracking alongside organic social profiles.

For the full list, see our Sendible alternatives guide.

⚔️ Sendible Compared

Here is how Sendible stacks up against each competitor:

Sendible vs Sprout Social: Sprout reports better; Sendible costs a fraction of the price for similar day-to-day publishing.
Sendible vs SocialPilot: SocialPilot is cheaper; Sendible wins on inbox depth and client connect onboarding.
Sendible vs Content Studio: Content Studio leads on AI drafting; Sendible leads on client reporting and permissions.
Sendible vs Heropost: Heropost offers unlimited profiles; Sendible offers real approval workflows and analytics.
Sendible vs Agorapulse: Agorapulse has the better inbox; Sendible has the better white label and cheaper entry plan.
Sendible vs Zoho Social: Zoho suits CRM users; Sendible suits agencies managing many external clients.
Sendible vs Buffer: Buffer is simpler and cheaper; Sendible handles teams, clients and reporting properly.
Sendible vs Sprinklr: Sprinklr fits global enterprises; Sendible fits small and mid-sized agencies without the overhead.
Sendible vs Later: Later wins on visual planning; Sendible wins on monitoring and custom branded reports.
Sendible vs Loomly: Loomly guides beginners well; Sendible scales further with white label and UTM tracking.
Sendible vs Blaze: Blaze suits solo creators; Sendible suits teams needing permissions and client sign-off.
Sendible vs Metricool: Metricool is cheaper for analytics; Sendible is stronger for publishing at agency scale.