Table of Contents
All three actions are on each post’s card in Social Media → Posts.
Edit a post that is not live yet (a draft, a scheduled post, or a post that failed):
- Click Edit on the post’s card (or Edit post on the post page).
- The Publishing Wizard opens on step 4 with the post’s account, format, media, caption and schedule filled in. Only Instagram can be selected while you edit; to publish the same content elsewhere, create a new post.
- Change what you need. The caption shows the full published text, including hashtags and the call to action.
- In step 5, click Save Changes to keep the scheduled time, or clear the date and click Save and Publish Now.
If saving fails, the wizard stays open with your changes and shows the reason. Editing a scheduled post also moves its entry in the Scheduler.
A published post cannot be edited — that would publish a second copy. A post that is in the publishing queue, or whose video Instagram is still processing, cannot be edited until it is live.
Retry a failed post:
- On a failed post’s card, click the Failed badge to read why it failed.
- Click Try again. The post goes back into the publishing queue unchanged.
To change the post before retrying, click Edit instead and publish it from the wizard.
Delete a post:
- Click the delete button on the post’s card.
- For a post that is not live, click Delete — it is removed from Application.
- For a published post, choose Delete from the CRM only (it stays on Instagram) or Delete here and on Instagram. If Instagram refuses, nothing is deleted and the reason is shown.
Errors, Messages, and Common Fixes #
| Issue | Cause | Fix |
|---|---|---|
| Instagram menu not visible | Meta not connected or instagram_basic permission not granted | Connect Meta and grant Instagram permissions |
| Cannot see messages | CanUseInstagramMessaging permission not enabled | Ask CompanyAdmin to enable Instagram Messaging permission |
| Cannot publish posts | CanManageInstagramPosts permission not enabled | Ask CompanyAdmin to enable Instagram Posts permission |
| The overview shows Instagram statistics aren’t available to you | Your plan doesn’t include them | CompanyAdmin: click See plans. TenantUser: ask your company administrator |
This post can't be edited. It may have been deleted, or it is already published. | The post is live, in the publishing queue, still processing on Instagram, or was deleted | Wait until it is live, or create a new post |
You are editing one Instagram post, so only Instagram can be selected. | Another platform was selected while editing | Keep only Instagram selected, or create a new post for the other platforms |
| Edit button is missing on a post | The post is published, or you do not have publishing access | Create a new post, or ask CompanyAdmin for publishing access |
| Delete from Instagram fails | Instagram refused to remove the post | Remove it in the Instagram app, then choose Delete from the CRM only |
If Instagram features stop working #
- Check Meta connection status in 8. Meta Platform Connection.
- Confirm the Instagram account is still linked to the correct Meta Business Account.
- Confirm the current user still has the required messaging or publishing permission.
- Open Social Media → Posts (a read-only check) first, then retry publishing or messaging.
What happens if this fails? #
- If Meta permissions expire, Instagram menus may disappear or stop loading data.
- If publishing fails, the post is not published and shows Failed in Posts — read the reason on the card, then Try again or Edit it.
- If messaging permissions are removed, direct-message access stops immediately for affected users.
