The Social Planner feature now includes an approval flow option that allows users to have their social media posts reviewed and analyzed by another team member prior to scheduling.
1. Click "Marketing"
2. Click "social media posting"
3. Click "Create new post"
4. Click "Send Post for Approval"
After adding the necessary content, rich media, hashtags and more, you can "Schedule for Approval" the post
5. Select "Date"
To schedule the post for a specific date, simply add the desired date
6. Select "Time"
To schedule the post for a specific time, simply add the desired time
7. Click "Select an approver"
Select a user who would approve the post
8. Click to "Add note"
To provide additional information for approval, you can add an internal note.
9. Click "Schedule & Send for Approval"
Once the post is submitted for review, you will receive an email notification regarding the scheduled post. Please ensure that your email is set up correctly to receive these important notifications.
10. Options
VIEW - The assigned reviewer can access the post through the "Approval" tab. This tab provides the reviewer with the options to view, approve, or reject the post. Selecting the "View" option allows the user to examine the details of the post before approving or rejecting it.
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APPROVE - After the post has been approved by the reviewer, it will be scheduled in your social calendar.
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REJECT - In case the post is rejected, the user can view the comments provided by the reviewer for further feedback and improvements.
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