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Transcript

Getting Started with Posting

To create a new post, go to "New Posts" in your dashboard. From the dropdown menu, you can choose from several post types:

  • Text post

  • Video post

  • Audio post

  • Notes post

  • Chat post (if enabled)

  • Live video (desktop only)

Creating and Styling Text Posts

Start by entering your title and subtitle (also called headline, sub-headline, or subhead). Begin typing your content in the main text area.

Text Formatting Options

The formatting toolbar includes:

  • Undo and redo buttons

  • Heading styles (Heading 1 through Heading 6)

  • Text styling: bold, italics, strikethrough

  • Limited coding functionality

  • Hyperlink insertion (add URL in the designated field)

Inserting Media: Images, Audio, and Video

Images

  • Single Image: Click "Add an image" to insert individual photos

  • Gallery: Add multiple images that display together

  • Captions and Alt Text: Include captions and alt text for accessibility (alt text helps visually impaired readers using voiceover)

Image Editing Options

Click on any image and select the three dots to:

  • Edit the image itself

  • Modify caption and alt text

  • Add watermarks

  • Adjust width (wide width or full width)

  • Delete the image

  • Resize using the hover bars

Audio Integration

Two audio options are available:

  • Voiceover: Appears at the top of your post

  • Audio Embed: Can be placed anywhere within your text

You can either upload an audio file or record directly on Substack.

Video Options

Embed videos within your post (different from video posts) by uploading files or recording directly on the platform.

Advanced Formatting Options

Quote Styles

  • Standard quotes

  • Block quotes

  • Pull quotes

List Formatting

  • Bullet points

  • Numbered lists

  • Indent and outdent options

Additional Features

Access more formatting tools under the "More" menu:

  • Code blocks

  • Dividers

  • Financial charts

  • Footnotes

  • LaTeX expressions

  • Paywalls

  • Poetry formatting

  • Polls

Engagement and Sharing Features

Interactive Buttons

Multiple engagement options are available:

  • Subscribe (with customizable captions)

  • Share your post (with optional captions)

  • Share your publication

  • Leave a comment

  • DM requests

  • Join the chat

  • Get the app

  • Custom buttons (customize text and insert URLs)

Substack-Specific Features

  • Refer a writer (encourage others to join Substack)

  • Special offers

  • Gift subscriptions

  • Group subscriptions

  • Survey links

Post Analytics and History

Track your post details including:

  • Character count

  • Word count

  • Sentence count

  • Estimated reading time

  • Speaking time

  • Draft history access

Post Settings and SEO

Audience Settings

Configure who receives your post:

  • Everyone

  • Paid subscribers only

  • Free subscribers only

Organization Tools

  • Sections: Categorize your content

  • Tags: Organize posts on your homepage (not hashtags)

  • Test emails: Send preview emails before publishing

SEO Optimization

  • Custom SEO title

  • SEO description

  • Post URL customization

  • Social preview image selection

Email Formatting

  • Custom email headers and footers

  • Banner images for posts

  • Audience-specific formatting options

A/B Testing

Test different approaches with your audience:

  • Title Testing: Send different titles to different subscriber groups

  • Performance Tracking: Monitor which versions get more views or opens

Finalizing and Publishing Your Post

Pre-Publication Checklist

Before publishing, review:

  • Audience selection (who receives the email)

  • Comment permissions (everyone, paid subscribers, or no one)

  • Section assignment

  • Tags for homepage organization

  • Social preview image

Publishing Options

  • Send via email: Delivers to subscribers' inboxes

  • Publish to web only: Available on your site but doesn't email subscribers

  • Schedule publishing: Set a specific time for release

  • Send immediately: Click "Send to everyone" when ready

Final Steps

  • Review all settings one final time

  • Choose your delivery method

  • Schedule or send immediately

  • Cancel if you need to make changes

Your post will then be live and accessible to your chosen audience according to your specified settings.


Timestamps

00:00 Getting Started with Posting
00:22 Creating and Styling Text Posts
00:54 Inserting Media: Images, Audio, and Video
02:03 Advanced Formatting Options
02:17 Engagement and Sharing Features
03:34 Post Settings and SEO
04:39 Finalizing and Publishing Your Post


» If you’re interested in step-by-step guidance to grow, you can find the full Substack Success Foundations Course here. The course isn’t part of the paid membership, as it’s a complete 4-session, self-paced course. Enroll and find out more here.