Create and Manage Facebook and Instagram AutoPost Templates
AutoPost enables you to automatically share customer reviews to your connected Facebook and Instagram accounts using customizable templates. This helps you increase brand visibility, maintain consistent messaging, and showcase customer experiences across your social channels.
Administrators and Account Managers can create and manage AutoPost templates for their organization, while eligible professionals (users) can configure their own AutoPost preferences through Review Settings. Account-level templates are inherited according to your organization's hierarchy, helping maintain consistent branding across teams.
This article explains how to create, edit, and manage AutoPost templates for Facebook and Instagram.
In This Article
Key Terms
Account-Level Template Management
User AutoPost Settings
Important Notes
Frequently Asked Questions
Key Terms
Understanding these key terms will help you better navigate AutoPost settings and template management.
Term | Meaning |
|---|---|
Platform | Either Instagram or Facebook— each has its own independent settings and templates. |
Stock template (Default template) | A default template will be the default template. Cannot be edited or deleted, and never counts toward limits. |
Created template | A template a user built from scratch using Add Template. |
Customized template | A template produced by editing an existing one (via the Edit action) and saving. |
Custom template | Either a Created or a Customized template — anything the user made, as opposed to Stock. |
Custom template cap | Each platform allows at most 10 custom templates per Account/Tiers/TierAgent(users). |
Selected templates | The templates currently checked to be used for posting. If more than one is checked, one is picked at random per post. |
Account-Level Template Management
Administrators and Account Managers can create, edit, and manage AutoPost templates from AutoPost Settings. Templates created at the account level are automatically inherited according to your organization's hierarchy.
Where to Find Facebook and Instagram AutoPost Settings
Step 1: Navigate to Settings.
Step 2: Click and open AutoPost Settings.
Step 3: Select Facebook or Instagram based on your requirement.
Important: Turn on Enable Facebook Template Posting before configuring Facebook templates.
The Select Templates field displays all templates available for the selected social channel.
From here, you can create new templates, edit existing templates, and choose the template that will be used for AutoPost.
Template Management Workflow
Before creating or editing templates, it's helpful to understand how the AutoPost Settings page works.
Pick Instagram or Facebook to open that platform's settings.
On the settings screen, you can flip toggles, tune limits, and manage the template grid below them.
Click Add Template to open a separate screen for building a new template from scratch.
Click Edit on any template card to open a pop-up (modal) for customizing it without leaving the settings screen.
The following settings can be configured for each platform:
Setting | Description |
|---|---|
Allow autopost | Toggle on/off switch for the platform |
Minimum score to auto-post | Reviews below this star rating are never autoposted |
Maximum posts per day | Caps how many autoposts can go out in one day |
Minimum gap between posts | Minimum time (minutes) required between two autoposts |
Autopost delay | Optional: Wait “N” days after a review comes in before posting it |
Enable Facebook template posting | Facebook-only. Template-based posting must be turned on for Facebook; for Instagram it's always on. |
Select templates | Select the templates that are eligible to be used when an AutoPost is published. |
How Unsaved Changes Are Tracked
The settings screen keeps a snapshot of the last saved settings (the baseline) and compares it with the current settings displayed on the screen (the current state). The Save button is enabled only when the two differ.
Template actions (Create, Edit, and Delete) are an exception. These actions are saved to the server as soon as you confirm them. They do not wait for the page-level Save button. Only changes to toggles, sliders, and template selection checkboxes require clicking Save.
How to Create a New Template
Administrators and Account Managers can create custom templates for Facebook and Instagram.
Step 1: From the Instagram or Facebook AutoPost page, click Add Template.
Step 2: Enter a Template Name. Template names must be unique for the selected platform. If a duplicate name is entered, an inline validation message is displayed, and the template cannot be created.
Template Editor
After clicking Add Template, a dedicated full-page template editor opens, providing a larger workspace for creating HTML-based templates.
The template editor includes the following components:
Area | Description |
|---|---|
Template Name | Required. Must be unique for the selected platform. An inline error is displayed if the name already exists. |
Dynamic Field Menu | Inserts placeholder tokens into your HTML at the current cursor position. |
Download Sample | Downloads a starter HTML file you can edit offline. |
Upload HTML | Replaces the editor's contents with a .html file from your computer. |
HTML Editor | A plain-text editor with line numbers for writing raw HTML. Rich-text formatting is not supported. |
Live Preview | Shows your HTML rendered with sample data, updating as you type, scaled to match real post dimensions. |
Step 3: Download the sample template.
Step 4: Customize the sample template with your preferred content. The editor accepts raw HTML and supports dynamic placeholders that are automatically replaced with review information when a post is published. Make sure the required placeholders remain in the template, so review details are populated correctly.
Supported Dynamic Fields
Insert any of these into your HTML — they get swapped for real review data when a post actually goes out. Three of them are required; you can't save the template without them.
Placeholder | Stands for | Required |
|---|---|---|
{{review_text}} | The customer's review text | Required field |
{{review_rating}} | The star rating | Required field |
{{powered_by}} | Branding block (logo + "Powered by" text) | Required field |
{{business_name}} | The business/account name | — |
{{customer_name}} | The reviewer's name | — |
{{review_date}} | Date the review was submitted | — |
{{reviewer_avator}} | The reviewer's avatar/profile image | — |
{{location_name}} | The business location tied to the review | — |
{{response_text}} | The business's reply to the review, if any | — |
Important: Why are those three placeholders required?
AutoPost only publishes reviews that meet the configured minimum star rating. Every template must include the review text, star rating, and “Powered by” http://Experience.com branding. Templates cannot be created without these required placeholders.
Step 5: Upload the updated template or paste its contents into the editor. Uploading an HTML file replaces the current editor contents. You can also insert supported dynamic placeholders directly into the HTML using the Dynamic Field menu.
Writing HTML Templates
When creating a custom template, keep the following in mind:
The editor is a plain-text editor. There is no auto-formatting or syntax highlighting, so ensure your HTML/CSS is valid.
Clicking a placeholder from the Dynamic Field menu inserts it at your last cursor position, even though selecting the menu temporarily moves focus away from the editor.
Upload HTML replaces all existing content in the editor. Uploaded content is not merged with the current template.
The Live Preview re-renders on every keystroke using sample review data (such as review text, rating, customer name, and review date), allowing you to preview how the final AutoPost will appear.
Step 6: Review the preview to ensure the template appears as expected. The live preview renders your template using sample review data and updates automatically as you make changes, allowing you to verify the final layout before creating the template.
Step 7: Click Create Template. You can create up to 10 custom templates.
What Stops You from Saving?
The Create Template button stays disabled until all of these are true:
A template name has been entered.
The name isn't already used by another template on this platform.
All three required placeholders are present in the HTML.
The platform hasn't already reached its 10 custom-template limit.
What Happens When You Click "Create Template"
1. A unique key is generated for the template (internally tagged so the app knows later that it was created, not edited).
2. Your HTML — exactly as written, nothing added — is sent to the server along with the platform, the generated key, and which Account/Tier Agent (Users) owns it.
3. The button shows a loading state while this happens, so you can't submit it twice by accident.
4. If saving fails, you'll see an error message and stay on the page with your draft untouched, so you can just retry.
5. If it succeeds, you're taken back to the platform settings screen.
After the Template Is Created
The new template shows up in the template grid.
It is not automatically turned on — you still need to check it in the grid and click the page-level Save button for it to actually be used.
From now on, it behaves like any other custom template: it can be edited or deleted, and it counts toward the 10-template limit.
Note: Backlink URL is automatically included in Facebook AutoPost content, allowing viewers to access the original review source.
How to Edit a Template
Make changes to an existing Facebook or Instagram AutoPost template.
Clicking Edit on any template card opens a pop-up on top of the settings screen — you never leave the page.
What You Can Change
Background image
Foreground color, text color, star color
Font changes preview live on the right side of the pop-up as you adjust them.
What Happens When You Save Depends on the Template
You're Editing | Clicking "Save Template" |
|---|---|
A Stock template | Always creates a brand-new custom template. The stock template itself is never changed. |
A template that's already custom | Asks you to choose: Replace this template (overwrite it) or Create new template (keep the old one, add another). |
Note: Editing a Stock template (Default template) is blocked from saving if the platform is already at its 10-template limit — you'd need to free up a slot first.
The same limit applies to "Create new template" when editing a custom one; "Replace this template" never counts against the limit since it doesn't add a new template.
The following steps explain how to edit an existing AutoPost template.
Step 1: From the Select Templates option, select the Facebook or Instagram template you want to modify.
Step 2: Click Edit on a template card. The pop-up loads that template's current look (colors, font, background, and — for HTML templates — the underlying markup). Adjust whatever you'd like; the preview updates as you go.
Step 3: Update the template.
Step 4: Click Save Template. If it's a custom template, pick Replace this template or Create new template in the follow-up prompt. The pop-up closes and the template grid updates immediately — no need to click the page-level Save button for this.
Note: Editing a default template creates a new version while preserving the original template.
How to Delete a Template
Only custom templates can be deleted —Stock templates (Default templates) never show a delete option.
1. Click Delete on a template card.
2. Confirm in the "Are you sure?" prompt — this can't be undone.
3. The template is removed from the server, unchecked from the selected-templates list if it was selected, and disappears from the grid right away. No page-level Save is needed for this either.
How to Save Platform Settings
This covers the toggles, limits, and which templates are selected — not template creation/editing/deletion, which save instantly on their own.
1. Adjust any toggle, slider, or number field, or check/uncheck templates in the grid.
2. The Save button lights up as soon as anything differs from what was last saved.
3. Click Save:
If there's an invalid value (e.g., a bad minimum-gap number), you'll be asked to fix it first.
Otherwise everything is sent to the server together.
4. Once saved, the button turns off again until you make another change.
How to Assign an AutoPost Template
After creating or editing your templates, select the template you want to use for Facebook or Instagram AutoPost across your account.
Step 1: From the Select Template option, choose the template you want to assign.
Step 2: Save your selection.
The selected template becomes available to users according to your organization's account hierarchy.
Rules & Limits at a Glance
Rule | Enforced On |
|---|---|
Template name is required | Create Template screen |
Template name must be unique per platform | Create Template screen |
{{review_text}}, {{review_rating}}, {{powered_by}} must all be present | Create Template screen |
Max 10 custom templates per platform, per Account/TierAgent | Create Template screen, Edit pop-up |
Stock templates(Default templates) can never be overwritten | Edit pop-up |
Only custom templates can be deleted | Platform settings screen |
Facebook needs template-posting turned on; Instagram always uses templates | Platform settings screen |
"Delay days" field only appears once the delay toggle is on | Platform settings screen |
User AutoPost Settings
Before You Begin
Before configuring AutoPost templates, ensure that:
Your Facebook and/or Instagram account is connected to http://Experience.com
You have the required permissions.
AutoPost settings have been enabled.
Manage Facebook AutoPost
Step 1: Navigate to Settings > Review Settings.
Step 2: Turn Facebook AutoPost on or off.
Step 3: Select the Facebook template available to you.
Step 4: Save your changes.
Note: Facebook posts automatically include the backlink URL configured in the selected template.
Manage Instagram AutoPost
Step 1: Navigate to Review Settings.
Step 2: Turn Instagram AutoPost on or off.
Step 3: Select the Instagram template available to you.
Step 4: Save your changes.
Important Notes
Administrators and Account Managers can create up to 10 custom templates for each social channel.
Templates assigned at the account level are automatically inherited according to your organization's hierarchy.
Professionals can enable or disable Facebook and Instagram AutoPost independently, depending on their organization's permissions.
Available templates and editing permissions depend on your role.
Final Note
Well-designed Facebook and Instagram AutoPost templates help you highlight customer reviews, strengthen your online presence, and maintain a consistent brand experience across social channels.
Frequently Asked Questions
Who can create AutoPost templates?
Only Administrators and Account Managers can create and manage AutoPost templates from AutoPost Settings.
How many AutoPost templates can Admins and Account Managers create?
Administrators and Account Managers can create up to 10 custom templates per platform. Default (stock) templates do not count toward this limit.
Do Facebook AutoPost templates include a backlink automatically?
Yes. Every Facebook AutoPost automatically includes the configured backlink URL, allowing viewers to access the original review source.
What happens if a default template is edited?
The original default template is preserved. When you save your changes, http://Experience.com creates a new version of the template, allowing you to customize it without overwriting the original.