Learning Centre

Learn Pulse, one comic at a time

Polly, our painting daisy, teaches every role its part: social media managers, designers and clients. Each lesson is a short comic, a link to try it for real, and a quick check. Pick your role below.

Your progress

Polly says: Hi, I'm Polly, and I'll be your teacher! Every lesson is a short comic, a link to try it for real, and a quick check. Start at the beginning, or jump to whatever you need.
Your progress0 of 25 lessons done
Start lesson 1: What is Pulse?

Lessons for

Stuck? Tell Polly what's up

Polly says: Pick the problem that sounds like yours and I'll take you straight to the lesson that sorts it.

Track 1 · For everyone

Pulse basics

What Pulse is, the journey every post takes, projects, and where to look first. For everyone.

0 of 4 done

  1. Lesson 1Not startedWhat is Pulse?Pulse is where an agency and its clients make social posts together: written, designed, approved, published and measured in one place.2 min · 3-panel comic
  2. Lesson 2Not startedThe journey every post takesEvery post shows a journey bar: who has it now, and what happens next. Learn to read it and its statuses.3 min · 3-panel comic
  3. Lesson 3Not startedProjects, and the picker in the left panelEach client is a project. The picker at the top of the Project section decides whose posts, assets and numbers you're looking at.2 min · 3-panel comic
  4. Lesson 4Not startedHome, and what's newHome shows what needs you now and what's coming up. The bell shows what changed since you last looked.2 min · 3-panel comic

Track 2 · Next steps

For social media managers

Set up a project, connect its accounts, write and brief posts, get sign-off, schedule, and see how they did.

0 of 11 done

  1. Lesson 1Not startedSet up a projectAdd a project for each client, decide whether its posts need the client's sign-off, and choose what the client can see.3 min · 3-panel comic
  2. Lesson 2Not startedConnect the project's accountsSign in to Instagram, Facebook or LinkedIn so Pulse can publish, or add TikTok, Pinterest, YouTube and X to post by hand.3 min · 3-panel comic
  3. Lesson 3Not startedWrite a postCreate a post from the calendar, pick where it goes, write the caption once and make it different per platform when it needs to be.3 min · 3-panel comic
  4. Lesson 4Not startedBrief the designerWrite what the creative should be, point at the moodboard, and send the post to design.2 min · 3-panel comic
  5. Lesson 5Not startedSend a post for sign-offSend the post to the client, follow it on Approvals, and know what happens to an approval if the post changes.3 min · 3-panel comic
  6. Lesson 6Not startedWhen the client asks for changesThe client's feedback comes back to you. Fix it yourself, hand it to the designer, or resend it as it is.2 min · 3-panel comic
  7. Lesson 7Not startedSchedule a postPut an approved post in the queue for a time. Pulse lists anything that's still in the way.3 min · 3-panel comic
  8. Lesson 8Not startedWhen a post doesn't publish, and posting by handSee why a platform refused a post, fix the account and retry, and post by hand where Pulse can't publish.3 min · 3-panel comic
  9. Lesson 9Not startedSee how posts didPerformance shows reach, engagements and the best posts for the project, over the range you pick.2 min · 3-panel comic
  10. Lesson 10Not startedInvite your team and clientsInvite designers, managers and clients from Settings, People, and limit anyone to the projects they work on.2 min · 3-panel comic
  11. Lesson 11Not startedThe free week and your planEvery workspace starts with a free week. One plan covers the workspace; the owner subscribes in Settings, Plan and billing.2 min · 3-panel comic

Track 3 · Next steps

For designers

What lands with you, the brief, the brand kit and assets, and handing the design back.

0 of 5 done

  1. Lesson 1Not startedWhat lands with youWhen a manager sends a post to design, it waits for you on Home. Each post tells you whether it's your move.2 min · 3-panel comic
  2. Lesson 2Not startedRead the brief and add the designEverything you need is on the post: the brief, the moodboard and the platforms. Upload the files in The creative.3 min · 3-panel comic
  3. Lesson 3Not startedThe brand kit and moodboardsCreative direction holds each project's brand kit and moodboards, so every design starts from the same look.2 min · 3-panel comic
  4. Lesson 4Not startedAssets, folders and versionsKeep each project's photos, videos and templates in folders, upload new versions, and choose what the client can see.3 min · 3-panel comic
  5. Lesson 5Not startedHand the design backWhen the creative is finished, click Design done. The manager sends it to the client, and changes come back to you.2 min · 3-panel comic

Track 4 · Next steps

For clients

Approve posts or ask for changes, talk to the team, and see what went out and how it did.

0 of 5 done

  1. Lesson 1Not startedFind what's waiting for youPosts waiting for your yes are on Home and Approvals, marked Your approval needed.2 min · 3-panel comic
  2. Lesson 2Not startedApprove, or ask for changesSee the post as it will look, then approve it or say what should change. The team takes it from there.3 min · 3-panel comic
  3. Lesson 3Not startedAfter you approveAn approved post is scheduled and goes out on time. If the team changes it afterwards, it comes back to you.2 min · 3-panel comic
  4. Lesson 4Not startedTalk to the teamComment on any post, mention someone with @, and use Discussion for anything that isn't about one post.2 min · 3-panel comic
  5. Lesson 5Not startedSee how your posts didPerformance shows your project's reach and engagement, and which posts did best.2 min · 3-panel comic

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