Knowledge Base

Modified on: Fri, 13 Jan, 2023 at 5:48 AM

Social Planner has a post approval flow where the user can get the content of social posts reviewed and analysed by another team member.

Steps to get started with post approval flow -

1. Navigate to Marketing> Social Planner. Create New Post by clicking the "New Post" button.

2. Once the post is created with content, rich media, hashtags and more, it can be "Scheduled for Approval"

• Add the date and time for schedule
• Choose the user who would approve the post to be schedule in social calendar
• Add an internal note for the approval for more information
  
  
  

3. Once the post is sent for review, an email will be delivered for the scheduled post.

4.  The reviewer can see the post in the "Approval" tab with the option to view, approve or reject. The view option will allow the user to view the details of the post rather than approve or reject. The reviewer team member can edit the content too for approval flow by clicking "Edit" in the view screen.

5. Once the post is approved, it will be scheduled in the social calendar. If the post is rejected, the user can view the comment sent by the reviewer.

How to schedule the CSV for Approving bulk posts?

1. Create a new CSV when you click "New Post" button
2. Once the user adds the CSV file and Select the Socials, there will be an option to Select an Approver.
   
   
3. Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.