The Post Approval Flow in Social Planner allows users to have their social media posts reviewed and approved by another team member before publication. This process involves scheduling the post for approval, selecting an approver, and adding internal notes. Once a post is sent for review, the approver can view, edit, approve, or reject it. Approved posts are scheduled on the social calendar, while rejected ones come with reviewer comments. Email templates can be customized for the approval notifications.
Requesting Post-Approval #
New Post Approval #
Navigate to the Social Planner tab inside the Marketing section and create a new post. To do so, click +New Post then select Create New Post.
Create your post as normal, including all your captions, media, and more. Click the downward-pointing arrow to schedule the post by selecting Send Post for Approval.
- Add the date and time for the schedule.
- Choose the user who would approve the content.
- Add an internal note for approval for more information.
Once these details are added, click on Schedule & Send for Approval.
In the Planner section, posts that are pending approval will be marked with the status In Review.
CSV Posts Approval #
Navigate to the Social Planner tab in the Marketing section and click Upload from CSV for a bulk import.
Select the format you will be using. The basic format only allows regular posts, while the advanced format lets you add stories, reels, shorts, and supporting fields.
Upload your CSV file as normal, then click Next. If you have never done it before, we recommend clicking Download a Sample file to use as a template for setup.
Select the socials you will be posting to, then check the box next to Send for approval.
Click the + icon to select a Reviewer, then click Next.
Review your content, then click Schedule.
In the Content section, head to the approval tab, where the CSV pending approval will be marked with the status In Review.
Giving Approval #
Once the post is scheduled for review, an email will be sent to the selected reviewer. Additionally, the reviewer can verify the post in the Approval tab under Content.
Click the three dots on the right side of the particular post. This will open the options to interact with the post. You can use this menu to Approve or Reject the post directly.
The View option allows users to view the details of posts and then approve or reject them. The reviewer team member can edit the content for the approval flow by clicking Edit on the view screen.
Requesting Approval #
You can send the approver a link by selecting the approver from the drop-down.
Once selected, click Generate shareable link.
Select how to set a password, then click Generate link.
Copy the invite or share the invite via email.
Personalizing the Post-Approval Email #
You can set the notification email to use a template of your liking by clicking the gear icon to access the settings.
Go to the Notifications tab and click on the pencil icon next to Request for Post Approval.
Select your preferred email template from the drop-down menu, then click Save Changes.
With the Post Approval Flow in Social Planner, you ensure all social media content is thoroughly reviewed and approved, maintaining quality and consistency across platforms before reaching your intended audience.
Frequently Asked Questions #
What is the Post Approval Flow used for? #
It lets you route social media posts to another team member for review and approval before they are published, helping maintain quality and consistency.
How do I send a post for approval? #
When creating a post, click the downward arrow and choose Send Post for Approval, then set the date and time, select an approver, and add an internal note before clicking Schedule & Send for Approval.
Can I send CSV bulk-uploaded posts for approval? #
Yes. During the CSV upload flow, check the Send for approval box, select a reviewer, and the posts will be marked In Review in the Content approval tab.
How does an approver review a post? #
The approver receives an email notification and can also go to the Approval tab under Content, then use the three-dot menu or the View option to approve, reject, or edit the post.
What status indicates a post is awaiting approval? #
Posts pending approval are marked with the status In Review in the Planner or Content section.
Can I customize the approval notification email? #
Yes. Click the gear icon to open settings, go to the Notifications tab, click the pencil icon next to Request for Post Approval, choose your preferred email template, and save your changes.
