The Post Approval Flow in Social Planner lets you have social media posts reviewed and approved by a team member before they go live. The process involves scheduling a post for approval, selecting an approver, and adding any internal notes. Once sent for review, the approver can view, edit, approve, or reject the post. Approved posts are scheduled on the social calendar, and rejected posts come with reviewer comments. You can also customise the email templates used for approval notifications.
Requesting Post-Approval
New Post Approval
Navigate to the Social Planner tab inside the Marketing section and create a new post. Click "+New Post" then select "Create New Post".
Create your post as normal, including all your captions, media, etc. Click the downwards 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."
CVS Posts Approval
Navigate to the Social Planner tab in the Marketing section and click "Upload from CVS" for a bulk import.
Select the format you'll be using. The basic format (1) only allows regular posts, while the advanced format (2) lets you add stories, reels, shorts, and supporting fields.
Upload your CSV file as normal, then click Next. If you've never done it before, we recommend clicking "Download a Sample file" to use as a template.
Select the socials you'll 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 goes out to the selected reviewer. The reviewer can also check the post in the "Approval" tab under "Content".
Click the three dots on the right side of the post to open the options menu. From here you can Approve or Reject the post directly.
The "View" option lets you see the post details before approving or rejecting. The reviewer can also edit the content by clicking "Edit" on the view screen.
Requesting Approval
You can send the approver a link by selecting them 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 it via email.
Personalising the Post-Approval Email
You can customise the notification email 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.
That's the Post Approval Flow covered. It gives you a reliable way to make sure all social content is reviewed before it goes out, keeping quality and tone consistent across every platform.