How to create a social media booking form

This is the second iteration in our ‘how to’ blog series where we impart our expert knowledge onto you. Here is your 3 point plan for creating social media booking calendars in Asana.

By
Becky MacTaggart
February 18, 2021

Or in fact any type of content booking form for that matter.

This is the second iteration in our ‘how to’ blog series where we impart our expert knowledge onto you. Because hey, you deserve to know this stuff!

We told you in the last blog why Asana is so great for content planning - well now we’re about to tell you how to utilise another feature, the booking form.

Do you have several different departments or clients who need to book content into you, rather than wrestling with back and forth emails about copy, assets and urls: create a booking form.

How do you do this you might ask?

Well again, don’t fear. Here is our 3 point plan:

Step 1: Create a new project

As explained  in our previous blog, How to create a social media content plan in Asana, to create a social booking form the first thing you need to do is create a new project. We recommend creating a new project in your “Organic Social Media Calendars” team (see previous blog).

Press the plus sign on the right hand side of your team and on the drop down menu select “Blank project”. As before you will be taken to the “New project” page, in this instance name your project “Social booking calendar” and select the “Board” option from the “Default view” section of the page. Now press “Create project” and you’re good to go.

Step 2: Add and label your columns

Once in this project your view should look like this:

Select “+ Add section” twice until you have 5 columns in your board. Now we’re going to change the headings of each column. This is easily done by selecting the column header and you can instantly edit the name of each column. As so:

Name all 5 columns as such:

  1. Booking request
  2. Accepted/in progress
  3. On hold
  4. Completed
  5. Dead
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The form you are about to create means that whatever content is requested will appear in the “Booking request” column and you can then move this along the board as the content is required/sent out. It also gives you the option to accept or reject content as you deem appropriate.

Step 3: Create and edit your form

Once your board is created, while in your board select the “Forms” option in the header of the board as so:

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Once you do this you will be sent to a “Create a form” page, select this button. In this form creation page you have the option to drag and drop elements to create the ideal form for your team or client. We recommend creating a form with the following elements, you have the option to make these elements required or optional at your discretion:

  1. Name
  2. Email address
  3. Due date
  4. Social channel
  5. Booking description/campaign
  6. Suggested copy
  7. URL/UTM
  8. Assets/imagery

Once completed it will look like this:

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And you can share a link to this by selecting “Copy link” in the right hand corner.

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The link which you send round should look something like this : https://form.asana.com?k=Vpi1hs_3Q1PKVNwHAhEJeQ&d=119939096430562

Why is this a such good way to organise requested content?

Once this has all been set up you can disseminate the form as a link around your clients or throughout your in-house teams to encourage them to request content through this process. This means that your social media plan and operation is far more streamlined as you have everything all in one place, i.e. on Asana. And then can track each piece of requested content as it appears in the board you have created meaning both yourself and those who have requested the content can keep track of the content, and you can also keep track of whether content is not only timely but relevant to your audiences.