The Upthy answer library

A little clarity.
A lot more possibility.

From your first Pinterest connection to your next publishing plan. Find practical answers, one part of Upthy at a time.

104 answers across 13 topicsBased on Upthy’s built-in guide and plugin workflow
06 answers

Getting started

A guided route from installation to your first pin.

What do I need to get started?

Install Upthy on a WordPress site, have the license key from your welcome email ready, and log in to Pinterest in the same browser. A seven-step setup then walks you through activating your license, choosing a brand font, connecting Pinterest, syncing your pins, choosing how much to track, and importing the template library. It takes about five minutes.

Do I need to connect through Pinterest?

Yes. The connection step opens Pinterest in a new window, where you approve Upthy. Pinterest connects whichever account you’re logged in to, so check that first. Once connected, Upthy can see your boards and pins, fetch analytics, and publish the pins you schedule. Allow the popup if your browser blocks it.

What happens during the first sync?

Upthy lists your boards and shows exactly what the first sync will cost before anything happens. Nothing is charged until you click Start sync. It runs in the background while you carry on, and boards that are already synced and unchanged are free. Once boards are synced, they’re available as destinations for your pins.

What does “choose how much to track” mean?

Your Top 50 pins and account analytics are always fetched on the 2nd of each month. You can also turn on Every pin, every month, which fetches last month’s numbers for all your own pins on the same day, so Goals, Groups, and pin insights work from complete numbers. It costs 1 credit per 100 pins each run, and you can change it later in Settings.

Where should I create my first pin?

Open Pin Publisher and switch to the Explorer tab. Find a post you want to promote and click Write pins: Upthy writes up to five pins for it, each with its own pin title, description and keyphrase, for 2 credits (1 without descriptions). Or click Add custom to write your own for free. Then open the post’s drafts, click Design pin to design it in the Pin Designer, and schedule it. Have many posts to pin? Select them and click Write pins or Create batch.

Where can I find help inside the plugin?

Open Guide & Support from the Upthy menu. Learn by page opens a step-by-step walkthrough of every Upthy page, Quick answers covers the questions people look up most, and Get help has support details and a system report you can copy into a ticket.

06 answers

Plans & credits

Your license, shared allowance, and the cost of each action.

Know what each action uses

Clear credits.
A clearer plan.

Your license includes a yearly credit allowance. Credits are used for the actions listed here, so you can plan around how you actually create and publish. Creating and designing pins yourself is free.

A simple example
Five pins for one post, each with its own pin title, description and keyphrase = 2 credits. Then each pin image you generate uses 2, and each pin you schedule uses 1.

Stock images, metric fetches, board syncs, analytics, and additional generation actions use credits separately.

Credit usage by action
ActionCredits
Pin titles & keyphrases1 to 5 pins for one post1
Pin titles, descriptions & keyphrases1 to 5 pins for one post, written together2
Descriptions onlyFor up to 5 pins of one post that already have titles2
6 to 10 pins for one postTitles and keyphrases 2, with descriptions 4 (descriptions only: 4)2–4
Modify a pinRewrites one pin rated Fair1
Pin image generationAn automatic design from your templates2
Scheduling1
Fetch Top 50 metricsFive calls with different parameters5
Board syncPer 250 pins on a board1
Analytics for every pinPer 100 pins, each monthly run1
Pinterest account analyticsPer account1
Single pin analytics1
Pin details update1
Stock image1
Manual pin creationWriting your own pins (Add custom), or designing in the Pin DesignerFree

Check your balance and usage in Accounts. Need more? Top-up credits are available there too, and they roll over.

How are credits charged?

Writing pins is charged per post: 1 to 5 pin titles with their keyphrases cost 1 credit, or 2 with descriptions; 6 to 10 cost 2, or 4 with descriptions. Writing descriptions later for pins that already have titles costs 2 credits for up to five pins of a post, and 4 for six to ten. Modifying a pin rated Fair uses 1. Pin image generation uses 2; scheduling uses 1; a stock image uses 1; and a Top 50 metrics fetch uses 5, covering five calls with different parameters. A board sync uses 1 credit per 250 pins on the board, and analytics for every pin uses 1 per 100 pins. Writing your own pins and designing them yourself is free. See the complete credit table.

Are credits shared between my Pinterest accounts?

Yes. Connected Pinterest profiles draw from a shared credit pool. You can see your balance and usage in Accounts, rather than tracking a separate allowance for every profile.

Can I top up my credits?

Yes. Click the + button beside your credit balance in Accounts, or Top Up Credits on the Dashboard, then choose a pack. Credits are added once payment is confirmed, and top-up credits roll over.

What does the yearly license include?

Starter is $69/year for 3 sites and 3,000 credits, Catalyst $99/year for 5 sites and 7,500 credits, Growth $199/year for 20 sites and 20,000 credits, and Momentum $499/year for 50 sites and 60,000 credits (USD). Every plan includes all templates, unlimited Pinterest accounts, and unlimited support. The site allowance refers to WordPress installations, not a pin allowance.

How many credits does writing pins for a post use?

2 credits for up to five pins. Upthy writes them together: five pin titles, five descriptions and the post’s keyphrases. Without descriptions it is 1 credit. Six to ten pins cost 4 credits, or 2 without descriptions. The Write pins window shows the cost before you start. Designing the images yourself and writing your own pins are free; generating images (2 per pin) and scheduling (1 per pin) are charged separately.

Where can I check my balance or manage billing?

Open Accounts to see your credit balance and where credits went, by action, across connected profiles. Click See how credits are charged for the cost of each action, and Manage Billing to open your Upthy account and manage the subscription.

04 answers

Dashboard

Understand the work in progress and where to focus next.

What does the Dashboard show?

Four headline numbers: outbound clicks last month, pins published this month, pins scheduled for the next 7 days, and drafts ready to schedule. Below them: the week ahead, anything blocking publishing, your drafts grouped by what they still need, last month’s top pins, posts with no pins yet, keyword coverage, your current strategy focus, and your credits.

What does “Resolve blockers” list?

Anything that would stop pins going out: schedules that ran late, images that failed, and drafts with no board. Each item takes you straight to the fix. When everything is clear, it reads “No publishing blockers found.”

What are the keyword coverage and gap indicators?

If you add target keywords to your posts, the Dashboard shows how many already have a matching pin, live or planned, and lists keywords with nothing yet. Keywords are shared by every connected account. They’re workflow indicators, not a guarantee of Pinterest rankings or traffic.

How does the Strategy board connect to the Dashboard?

The Dashboard shows your Main Strategy and how far along your Workflow tasks are. Use Open strategy to go to the full board when you want to review or change the plan.

05 answers

Pinterest accounts

Switch profiles and reuse work without losing the context.

Can I connect more than one Pinterest account?

Yes. Log in to the other account in your browser, then click Connect in Accounts and approve Upthy on Pinterest. Use Make Primary to choose the default account, and the account menu at the top-left of any Upthy page to switch. All accounts share one credit pool.

Can I compare my accounts?

Yes. Open an account’s details and click Compare to see up to three accounts side by side: last month’s impressions, clicks, saves, and pins. A dash means there’s no number yet; monthly totals arrive with the analytics run on the 2nd.

Can I clone pins to another account or board?

Yes. Select one or more pins and use Clone. Choose the destination account and board, then decide whether to include the existing image and description. Review the cloned pins before scheduling.

What is the difference between re-authenticating and unlinking?

Re-authenticate renews the Pinterest connection, which helps if publishing or syncing starts failing. Unlink removes Upthy’s access to that account. Its pins, metrics and strategy data stay on your site, so linking it again later brings them back, and published pins stay on Pinterest. Both are in the account’s details menu.

Can I delete an account’s data when I unlink it?

Yes. When you unlink, tick Also delete this account’s data from this site. It removes the account’s pins, monthly metrics history, boards, pin ideas, batches, strategy cards, keywords, goals and groups. Scheduled pins are cancelled first. This can’t be undone, and Pinterest only keeps about 90 days of analytics, so older history can’t be fetched again.

13 answers

Explorer

Every post on your site, in the Explorer tab of Pin Publisher. Write new pins here.

Do I need to copy URLs or import a spreadsheet?

No. Upthy works with your WordPress posts and keeps each pin connected to its destination post and image. Create and schedule through that connected workflow without copying URLs, exporting designs to another scheduler, or maintaining a spreadsheet. Optional import and export tools are available for template management and reporting.

Can I exclude posts or use custom post types?

Yes. Settings lets you choose the post types to process and ignore categories or individual posts. You can also ignore selected posts in the Explorer, and use Show Ignored Posts Only to find them again.

How can I find posts that need more pins?

In Pin Publisher, open the Explorer tab and click Filters. Set minimum and maximum live, draft, and scheduled pin counts. For example, Post Status Published with Live Pins 0 to 0 shows posts with no live pins. Combine this with post type, category, or source filters to narrow the list.

What do Pin D., Pin S. and Pin L. mean?

Draft, scheduled and live pins for each post. Click a count to open that post’s pins on the Drafts, Scheduled or Published tab. A post with no pins shows one + Write pins button instead.

Can I assign a default Pinterest board to a post?

Yes. Use the post’s Set Board action, or select several posts and set a board for all of them. New pins for that post use it, so you don’t pick the same board every time.

Can I keep my filters for the next visit?

Yes. Turn on Lock Filters to restore the same filters and sorting when you come back, rather than rebuilding the view each time.

What are keyphrases?

The phrases you want a post’s pins to rank for on Pinterest. Click a post’s keyphrase, or + Add KW, to add up to 10. It’s optional: click Let Upthy pick and, when Upthy writes pins, it picks 2–3 keyphrases from the post title and saves them to the post.

Can I reuse a post’s live pins?

Yes. Open the post’s Published tab to see its live pins with impressions, saves and outbound clicks over the last 90 days. Hover over a pin for Reuse as draft, or Send to Idea to add it to your Strategy board.

Can I write pins for many posts at once?

Yes. Select the posts and click Write pins in the bar at the bottom. A card in the corner works through them one at a time and counts the credits used; you can keep working while it runs. Or click Create batch to write, design and schedule them in one go. See how batches work.

How do I write pins for a post?

Click Write pins on the post. Choose how many pins (1 to 10), whether to write descriptions too, a tone (Warm, Bold, Playful, Calm & elegant, Expert, Inspiring or Witty) and, if you like, your own keyphrases. Click Write 5 pins. The post’s drafts open straight away and fill in as the pins arrive. Your defaults are set in Settings → Pin Titles & Descriptions.

What do Good and Fair mean?

Every pin gets 10 quick checks, such as whether the keyphrase is in the title, the length is right (40–70 characters is best) and it’s different from the post title, plus a search and hooks score. Pins that reach your pass mark are rated Good, the rest Fair. These are guides: you can keep, edit or schedule any pin.

Can I improve a Fair pin?

Yes. Click Modify on the pin to have Upthy rewrite it for 1 credit; the old copy stays until the new one is ready. You can also edit it yourself for free. In Settings you can choose to have Fair pins modified once automatically.

Can I change when a post’s pins go out?

Yes. On the post’s Scheduled tab, tick pins and click Reschedule: one pin gets a new date and time, several move by a day or a week and keep their times. Unschedule sends them back to Drafts.

08 answers

Batches

Fresh pins for many posts, created and scheduled in one go.

What is a batch?

A batch creates pins for many posts at once. You pick the posts, choose how many pins each one gets and a look for your niche, and Upthy writes the titles, saves the pins as drafts, designs them, and spreads them across your publishing hours. Every batch is listed on the Batches page.

How do I start a batch?

In Pin Publisher, open the Explorer tab, select the posts that need fresh pins and click Create batch in the bar at the bottom. New batch on the Batches page takes you there to pick them.

What are the steps?

Five: Posts (remove any you don’t want and pick a board for each; pins without a board can’t be scheduled), Pins per post (one to five, each with its own title and design), Look (a template group for your niche; only templates in that group are used), Create & review (titles, drafts, then designs), and Schedule.

How big can a batch be?

Up to 250 pins. You can send up to 500 posts, but if posts × pins per post goes over 250, lower the pins per post or remove some posts before you continue.

Do I need to keep the page open?

While Upthy designs your pins, ten at a time, keep the page open. You can close the batch window itself; designs carry on and the batch waits in Batches. Once pins are scheduled, Upthy’s server publishes them inside your publishing hours, so your site can be closed.

Will a batch crowd my schedule?

No. Pick a start date and how many days to spread over. Pins go into free slots after anything already scheduled, inside your publishing hours, and your Sibling Pin Gap keeps pins for the same post on different days. The dates shown first are an estimate; you see the real ones when it’s done. You can also keep the pins as drafts and schedule them later.

What does a batch cost?

The same as single pins: AI titles and descriptions, automatic designs, and scheduling. The batch window shows an estimate before anything is created. Descriptions are optional: leave them out and the pin titles cost 1 credit per post instead of 2, and you can write descriptions later in Pin Publisher.

What if a post has no featured image, or a design fails?

Designs use the post’s featured image; posts without one get a text-based design, and the batch flags them before you start. Pins whose design failed, or that still need a board, show under Need a look, where you can retry, edit, or remove them.

08 answers

Pin Publisher & AI

Create, edit, and prepare pins individually or in bulk.

What does the AI help me create?

Upthy writes pin titles, descriptions and keyphrases for a post, each pin with its own angle, and checks every pin before it lands in your drafts. You can edit the results before publishing. Branded pin images are generated from your templates, using the post’s featured image, or a text-based design when there isn’t one.

Can I create pins in bulk?

Yes. In the Explorer tab, select posts and click Write pins, or Create batch to write, design and schedule them together. For pins already in Pin Publisher’s Pins tab, select them and use the bar at the bottom to generate images or descriptions, set a board, open the Smart Queue, clone, or delete. In the Pin Designer, Design all designs every pin of a post in one go.

Can I write my own title and description?

Yes. AI writing is optional, and writing your own is free. In the Write pins window click Add custom to type up to 10 pins for a post, or use +Title on a pin in the Pins tab to add more pin titles, one per line; each becomes its own draft for the same post.

How do I add an image to a pin?

Click Design pin in the image cell to open the Pin Designer. Hover over the pin for Insert image (from your media library) or Generate image (Upthy designs one from the pin title using your templates). Once a pin has an image, click it to view it, or use the ⋯ button for Redesign, Replace from media library, Generate a new image, or Remove image.

Can I reuse the same image-generation settings?

Yes. Pick the template groups and themes to use (Upthy mixes them at random), or pick exact templates. Click the lock icon to keep these choices as your default.

What do Pending and Failed mean?

Pending means the scheduled time passed but delivery wasn’t confirmed; click Sync Pin on that row. Failed means Pinterest rejected it, usually because the board was removed or the image is missing. Check the board and image, then schedule it again.

Do I need to keep WordPress open for pins to publish?

No. Scheduled pins are published by Upthy’s server inside your publishing hours, even when your site and browser are closed.

What is the difference between unsetting and deleting a pin image?

Remove image on a pin deletes the image file, and the pin goes back to having no image. For several pins, Manage data in the bulk bar lets you unset the images (the files stay in the media library) or delete them. Deleting the pin removes its stored row, title, and description. Choose the action that matches what you actually intend to remove.

15 answers

Pin Designer & ColorLink

Shapes, graphics, type, images, and the four roles behind your palette.

Can I use my own fonts, images, and brand colors?

Yes. Upload your logo and icon and set your brand details in Settings, choose Google Fonts or upload custom fonts, create named palettes, and upload your own photos to Upthy’s Media library. The designer also includes stock photos, shapes, graphics, frames and mockups, layers, text effects and branding styles.

Does every design automatically meet WCAG contrast standards?

No. The supplied palettes include high-contrast text and background combinations, including pairs above 7:1. Other pairings, custom colors, photos, gradients, or transparency can change the result. Check the final text/background combination. “7:1” refers to a contrast ratio, not a WCAG version or certification.

How does the four-role color system work?

A palette supplies primary text, secondary text, primary background, and secondary background. ColorLink assigns text, fills, outlines, and shadows to a role, so one click on a palette recolours the whole pin. The Current strip shows the four colours on the pin, and Swap swaps the primary and secondary colours. Upthy warns you when text sits on a pair that won’t read on most palettes and offers Fix. Unlinked custom colors don’t change with the palette.

Can a shape’s fill, outline, and shadow use different colors?

Yes. Each one links to a palette role separately in the color card, and some shapes have a two-part outline. Use one role for the body of a shape and another for its outline while keeping both connected to your palette.

What’s in Elements?

Shapes, frames, graphics and overlays. Shapes include Lists, steps & accents (checklist, step timeline, progress meter, washi tape, bunting, collage grid and more) and Pattern Pieces you can place and resize. Frames hold a photo and include Devices & mockups such as a phone, laptop, browser window, Polaroid or recipe card, plus split and torn photos. Graphics include icons and accents that follow your palette.

How do I position an image inside a frame?

Select the photo and use the pan wheel: drag the dot, set an exact position, or flip it. Zoom with the photo controls so the subject stays visible without rebuilding the layout.

What stock image sources are available?

Unsplash, Pexels, and Pixabay. Unsplash is on by default; switch the others on in the stock panel. Search, then click a photo to add it, drag it onto a frame, or set it as the background. Each stock image uses 1 credit.

What text effects are available?

Select the pin title and open Text effects: Plain, Box, Line and Bubble, plus Block and Block duo. Each card shows the effect in the template’s colours; click it again for other colour ways, and use Adjust for padding, roundness, tilt, line gap and shadow. Style words styles just the words you pick, and Balance · Tidy evens out the lines.

Can I change layers or undo an edit?

Yes. The designer includes layers, undo/redo, alignment, grouping, duplication, and object-position controls. Multiple selections can be aligned and distributed together. Turn on the Safe Zone Guide in Layers to keep text clear of Pinterest’s buttons.

What size is the design canvas? Can I start from a blank one?

1000 × 1500 pixels, the 2:3 portrait shape Pinterest recommends; the designer doesn’t offer a custom size. To start from nothing, click New blank canvas at the top. Upthy asks first if the canvas has something on it.

Can I design all of a post’s pins at once?

Yes. When more than one pin of a post needs a photo, the Pins panel shows Design N pins in one go. Choose the mix (Hybrid, Text-based, Standard or the same look for all), pick templates, photos and icons, then check each pin: try another, lock, edit or exclude it. Click Save to keep them as drafts, or schedule them all with the Smart Queue. Each pin keeps its own pin title.

What does Remix do?

Remix at the top restyles your current design and keeps its layout: palette, photo tone, title font and effect, photo frame and branding style. Its menu lets you keep your fonts, colours or photo as they are, step back through recent remixes, or save a remix as a template. Every remix can be undone.

What are numbered templates?

When a pin title starts with a number, like “7 Floating Shelf Ideas…”, Upthy suggests numbered templates first. Their Number spot shows the number big, in a Number style such as a circle, ring, seal or burst drawn in your palette’s colours, and can take it out of the title so it isn’t said twice. A pin title without a number never gets a numbered template. Add a Number spot to any design from Pholders.

What is an icon spot?

Select an icon on a design and turn on Swap spot, then save the template. In Design all, the icons you pick are swapped into those spots, so the same template can carry a different icon on each pin. Templates without an icon spot keep their look.

Can I style my branding, logo and icon?

Yes. Select the Branding text, Brand Logo or Brand Icon and pick a Style: bar, pill, ribbon, tab, sticker, brush and more for text; plain, pill, tab or sticker for a logo; circle, ring, seal or sticker for an icon. Set the padding, roundness and backing colour, and stick it to a corner or edge.

08 answers

Templates & variations

Generate, reuse, and organize your pin designs.

Can I duplicate templates or design my own?

Yes. On the Templates page, Generate templates builds brand-new templates for your niche, and Create Variants makes unlimited recolored copies of included and custom templates, with different palettes, fonts, themes, and groups. To turn your own design into a template, add placeholders from the Pin Designer’s Pholders panel and click Save as Template.

How does the template generator work?

Open Templates → Generate templates and pick a niche; Upthy suggests matching colour pairs and layouts, and your first click in either picks only that one. Choose title fonts and layouts (Upthy layouts, with the post’s photo or text-based, your own templates, or both, with a search box). Graphics are only used when you pick them. Quality checks flag low-contrast colours and text that runs off the pin, and you preview every result before saving. Closing the window keeps your picks until you reload.

What is the difference between Create Variants and Modify?

Both live in the Generate window. Create Variants makes recolored copies and keeps the original. Modify changes the selected templates themselves and can’t be undone.

Can I make several variations at once?

Yes. Pick the templates, then choose palettes, a group, a theme, and fonts. The window shows how many templates you’ll get and previews them before saving.

How can I organize templates?

Use groups, themes (Hybrid, Dark Text, Light Text), and active status. Move to… changes the group or theme of selected templates, and you can add your own groups. Inactive templates are never used for automatic images.

Can I import or export templates?

Yes. Import Predefined Templates brings in the template library, and Export CSV saves selected templates. These are optional library tools; they aren’t needed for the WordPress-post-to-pin workflow.

Can I turn my own design into a template?

Yes. Placeholders are built into the Pin Designer: open Pholders to add Pin Title, Number, Main Image, Branding, your logo and icon and more, then click Save as Template. You don’t need anything extra to generate templates, create variants, or modify templates.

Why doesn’t my uploaded font appear in generated images?

Uploaded fonts work in the Pin Designer, but automatic image generation needs Google Fonts. Pick a Google Font in Settings → Fonts, or contact support to register a custom font.

08 answers

Calendar & Smart Queue

Build a publishing rhythm and understand readiness checks.

What’s the difference between Standard and Extended Smart Queue?

Standard puts pins in the next free slots that follow your Settings: New pins only keeps your existing schedule and fills the gaps, and Reshuffle all rearranges every unpublished pin. Extended lets you set the start date, pins per day, weekends, and time of day yourself. Review the plan, then click Confirm schedule.

What makes a pin “publish ready”?

It needs a published parent WordPress post, a destination board, an image, and a description, and it mustn’t break your Sibling Pin Gap. In the Calendar, filter drafts ready today, tomorrow, or within the week, and hover over a greyed-out draft to see what’s missing.

What happens if I drag a pin too close to a sibling pin?

Sibling pins lead to the same WordPress post. The Calendar blocks same-post duplicates on a day, and scheduling checks your Sibling Pin Gap for conflicts. Past days are locked.

Does Upthy guarantee Pinterest compliance or prevent restrictions?

No tool can guarantee that. Upthy provides publishing safeguards: configurable daily limits, publishing windows, spacing, and sibling pin intervals. These help you follow a deliberate publishing routine. Your content and account activity still need to follow Pinterest’s policies.

Which scheduling rules can I configure?

In Settings → Automation & Scheduling: pins per day (1 to 50), start and end times, a Daily Pin Gap between pins on the same day (15 minutes to 3 hours), and a Sibling Pin Gap for pins sharing a post (24 hours, 7, 14, or 30 days).

How do I unschedule a pin?

Drag it from the Calendar back to the Publish Ready panel, or set its status back to Draft in Pin Publisher. Hover over a day for Unschedule Day, or use Unschedule Month. Published pins can’t be changed.

Can I view the schedule as a list?

Yes. Switch between the monthly Calendar and List View, which groups pins by day with their exact times. You can change a time right in the list.

What do Shuffle and Shift times do?

In the Calendar, a day’s Shuffle spreads that day’s times out using your spacing. In the Smart Queue, Shift times moves all unlocked pins by a random 7–29 minutes, and the arrows on each day move that day earlier or later. You can also drag pins to change their order.

11 answers

Pin Metrics & reporting

Understand the pin, the board, and the post behind the result.

When do my numbers update?

Once a month. Boards sync on the 1st. Your Top 50 pins, account analytics, and, if it’s on, analytics for every pin are fetched on the 2nd. Pinterest provides about 90 days of history when you connect; after that, Upthy adds a month every month.

Can I use my existing Pinterest pins?

Yes. Synced boards bring their pins into your inventory. Filter by Upthy or external pins, and by linked or unlinked status. Pins matched to a WordPress post appear in post-level reports. Pins you saved from other accounts never have analytics; Pinterest only shares numbers for your own pins.

What are the five Pin Metrics tabs?

Inventory lists every synced pin, Top 50+ your best pins this month, Posts totals per article, Boards how each board performs, and Trend pins rising or slipping.

How do Top 50+ comparisons work?

Top 50+ combines your strongest pins across five metrics, so you see more than 50. Choose a month and a month to compare it with; green and red arrows show what went up or down. Click a column heading to sort. A comparison needs data saved for both months.

Can I track pins outside the Top 50?

Yes. Turn on Monthly analytics for every pin in Settings to get numbers for all your own pins each month, for the accounts you choose, at 1 credit per 100 pins. You can also add pins with Insert Pins by ID, import numbers with Bulk Import CSV, or refresh selected pins from Pinterest.

What does a pin’s Insight show?

Hover over a pin and click Insight to see its impressions, clicks, and saves for last month or the last 90 days. Save to Ideas adds a card to your Strategy board, and Set a goal gives the pin a monthly target.

What does the Posts tab add up?

Each row adds up every pin linking to one WordPress post, so you compare the content behind the pins rather than single designs. Click a pin count to see the pins, or the trend icon to see the post’s history. Unlinked pins can’t contribute to a post’s totals.

What can I learn from Trend?

Filter by metric and pattern: growth, perfect growth, decay, or perfect decay, and limit it to your Top 50 or your own pins. Click a pin to see its curve, momentum score, and best month. The history available depends on the data already stored.

How do I update pins from a Pinterest board?

Open the Boards tab and use a board’s ⋯ menu to sync its pins, at 1 credit per 250 pins. Select a board to see its clicks, impressions, saves, click-through rate, and share of your traffic.

Does deleting a pin from inventory also delete it on Pinterest?

It depends on the action you choose. Delete from Database keeps the pin on Pinterest. Delete from Pinterest & DB removes it from both. Read the selected action before confirming.

Can I export a filtered inventory report?

Yes. Filter the inventory by source, board, metrics, title, destination URL, or date, then use Export to download the table as a CSV. Duplicate Titles finds pins sharing a title, and URL Is Empty finds pins with no link to your site.

05 answers

Strategy: workflow, goals & groups

Your to-do board, monthly targets, and the pin sets worth following.

How is Strategy organized?

Three tabs: Workflow for your to-dos, Goals for monthly targets, and Groups to follow sets of pins. The Workflow board has four columns, Ideas, In Progress, Done, and Archive, plus a Main Strategy card for your current focus, which also shows on the Dashboard. Click + Add Item to add a card and drag cards as you work.

Can I add detailed notes and color labels?

Yes. Each card has a title, status, color label, and notes, which can be visual or HTML. Ideas saved from Pin Metrics show the pin they came from.

How do Goals work?

A goal follows one post and all its pins, or a single pin, for 1, 3, 6, or 12 months. Choose outbound clicks, saves, or impressions and set your target for the final month. The last complete month is the baseline, each later month is a checkpoint, and the goal shows whether it’s on track, behind, met, or missed.

Why does a goal show “pending”?

That month’s numbers haven’t been fetched yet. A month without numbers stays pending; it’s never counted as zero.

What is a Group?

A group follows every pin that matches your rules: start from a preset or set your own ranges for clicks, impressions, and saves. It’s recalculated each month and marked Growing, Shrinking, Steady, or New. Open one to see its size each month, which pins joined and left, its top pins, and the pins it shares with your other groups.

07 answers

Settings & data

Keep the workflow aligned with your brand and site.

Will I lose my data if I uninstall the plugin?

Settings includes a “Preserve Database on Uninstall” option. Enable it before uninstalling if you want to keep your pins and history for a later reinstall.

Which brand details can I set once and reuse?

Your logo and icon, brand name or URL, tagline, short URL, username, call-to-action text and URL, and primary and secondary hashtags. Upload the logo and icon in Settings → Branding: each card shows it on light and dark backgrounds with quick checks for shape, size, a see-through background and trimmed edges. Templates fill these in on every pin they make.

Can I bring my own fonts?

Yes. Choose a default brand font, add Google Fonts, or upload your own. Uploaded fonts work in the Pin Designer, but automatic image generation needs Google Fonts. Make sure you have permission to use any font you upload.

What does Pinterest Analytics in Settings control?

Monthly analytics for every pin. Choose the accounts you want; it runs on the 2nd of each month at 1 credit per 100 pins, so the cost grows as you add pins. Your Top 50 pins and board sync always run, whatever you choose.

Can I stop an image-generation job?

Yes. While Upthy makes pin images, a progress indicator shows in the WordPress admin bar. Open it for Pin image generation, a shortcut to Pin Publisher, and Stop generation.

Where do I activate or deactivate my license?

In Settings → Licensing & Data. Moving to a new site? Click Deactivate on the old site first, then activate the license on the new one. Use your Upthy account for billing and subscription management.

How do I control how Upthy writes pin titles and descriptions?

In Settings → Pin Titles & Descriptions: your niche, who reads your blog and words to avoid; a default tone; pins per post; whether to write descriptions; Title Case or Sentence case; US or UK spelling; and 0 to 3 hashtags, with a live preview. Choose whether post categories and tags are sent too (your post content never is), set the pass mark for Good pins, and decide whether Fair pins stay as drafts or are modified once automatically.

Need help with your own setup?

Open Guide & Support inside the plugin for a step-by-step walkthrough of every page, quick answers, and support links. You can manage your license and billing in your Upthy account.

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