How to set a post for approval within the Social Planner

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