Post Approval Flow in Social Planner

Getting Started with Post Approval Flow

The Social Planner includes a post approval flow that allows team members to review and approve social media content before it goes live. This ensures quality and consistency across your social channels.

Steps to Schedule a Post for Approval

To begin, navigate to Marketing > Social Planner. Create your post by adding content, media, hashtags, and any other desired elements. Once your post is ready, select the Schedule for Approval option.

You will then:

• Set the desired date and time for the post.
• Choose a team member to approve the post.
• Add an internal note to provide context or instructions for the reviewer.

After submitting for review, an email notification will be sent to the designated approver.

Reviewing and Managing Posts

Approvers can access pending posts by going to Content > Approval. Here, they can view post details, approve, or reject the content. The view screen also includes an Edit option, allowing approvers to make changes to the post before approval.

If a post is approved, it will be scheduled in the social calendar. If rejected, the original creator can see any comments left by the reviewer.

Approvers can also reschedule posts directly from the approval screen. By clicking the scheduled date and time, they can choose a new publish time and then approve the post with the updated schedule. The Social Planner calendar will reflect the change immediately.

Customizing the Approval Email Template

You can customize the email sent for post approvals. To do this, go to Marketing > Emails > Templates > New > Email Marketing Templates. This will take you to the Template Library.

Navigate to System Templates > Social Planner : Post Approval. Edit this template as needed to match your branding. Once saved, apply it to the post approval flow by going to Social Planner Settings > Notifications and selecting your template under Setup Email template for Social Post Approval.

Bulk Post Approval via CSV

For bulk scheduling, you can upload posts via CSV. Click New Post and select the option to upload a CSV file. After choosing your social accounts, you will be prompted to Select an Approver.

Once imported, the posts will be sent to the chosen approver for review. After approval, they will be scheduled on the social calendar.