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Steps to get started with post approval flow - (image 1 of 11)What this shows Navigate to Marketing> Social Planner.What this showsIllustrates the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner". The text alongside this image reads: Navigate to Marketing> Social Planner. Cr. The navigation path used here is Marketing > Social Planner. Immediately after, the guide continues: 2. Once the post is created with content, rich media, hashtags and more, it can be "Scheduled for Approval".Path: Marketing > Social PlannerImage 1 of 11Where to goNavigate to Marketing> Social Planner. Cr
Buttons and menus referencedMarketing> Social PlannerApprove
Next step2. Once the post is created with content, rich media, hashtags and more, it can be "Scheduled for Approval"All 3 steps in this procedure
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.
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.
Steps to get started with post approval flow - (image 2 of 11)What this shows 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…What this showsIllustrates the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner". The text alongside this image reads: 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. Immediately after, the guide continues: 3. Once the post is sent for review, an email will be delivered for the scheduled post.Image 2 of 11What to chooseAdd 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.
Buttons and menus referencedMarketing> Social PlannerApprove
Next step3. Once the post is sent for review, an email will be delivered for the scheduled post.All 3 steps in this procedure
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.
Steps to get started with post approval flow - (image 3 of 11)What this shows 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…What this showsIllustrates the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner". The text alongside this image reads: 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. Immediately after, the guide continues: 3. Once the post is sent for review, an email will be delivered for the scheduled post.Image 3 of 11What to chooseAdd 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.
Buttons and menus referencedMarketing> Social PlannerApprove
Next step3. Once the post is sent for review, an email will be delivered for the scheduled post.All 3 steps in this procedure
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 Content > 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 view option and it has option to edit the content too for approval flow by clicking "Edit" in view screen.
Steps to get started with post approval flow - (image 4 of 11)What this shows 4.What this showsIllustrates the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner". The text alongside this image reads: 4. The reviewer can see the post in Content > 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 view option and it has option to edit the content too for approval flow by…. The navigation path used here is Content > Approval. Immediately after, the guide continues: 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.Path: Content > ApprovalImage 4 of 11What this covers4. The reviewer can see the post in Content > 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 view option and it has option to edit the content too for approval flow by clicking "Edit" in view screen.
Buttons and menus referencedMarketing> Social PlannerApprove
Next step5. 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.All 3 steps in this procedure
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.
Steps to get started with post approval flow - (image 5 of 11)What this shows 4.What this showsIllustrates the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner". The text alongside this image reads: 4. The reviewer can see the post in Content > 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 view option and it has option to edit the content too for approval flow by…. The navigation path used here is Content > Approval. Immediately after, the guide continues: 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.Path: Content > ApprovalImage 5 of 11What this covers4. The reviewer can see the post in Content > 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 view option and it has option to edit the content too for approval flow by clicking "Edit" in view screen.
Buttons and menus referencedMarketing> Social PlannerApprove
Next step5. 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.All 3 steps in this procedure
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.
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.
6. Approvers can reschedule posts directly within the approval flow. In the approval review screen, they can click the scheduled date and time, choose a new publish date and time, and then click Approve to confirm both the approval and the updated schedule. After approval, the Social Planner calendar updates immediately to show the new scheduled time.
Steps to get started with post approval flow - (image 6 of 11)What this shows 6.What this showsIllustrates the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Steps to get started with post approval flow -" section of "Post Approval Flow in Social Planner". The text alongside this image reads: 6. Approvers can reschedule posts directly within the approval flow. In the approval review screen, they can click the scheduled date and time, choose a new publish date and time, and then click Approve to confirm both the approval and the updated schedule. After approval, the Social Planner…. Immediately after, the guide continues: Users can set the email for approval from Social Planner Settings. The email template can be branded by visiting Marketing > Emails> Templates > New > Email Marketing Templates.Image 6 of 11What to choose6. Approvers can reschedule posts directly within the approval flow. In the approval review screen, they can click the scheduled date and time, choose a new publish date and time, and then click Approve to confirm both the approval and the updated schedule. After approval, the Social Planner calendar updates immediately to show the new scheduled time.
Buttons and menus referencedMarketing> Social PlannerApprove
Next stepUsers can set the email for approval from Social Planner Settings. The email template can be branded by visiting Marketing > Emails> Templates > New > Email Marketing TemplatesAll 3 steps in this procedure
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.
Editing and applying an Email Template as the Post Approval Email:
Users can set the email for approval from Social Planner Settings. The email template can be branded by visiting Marketing > Emails> Templates > New > Email Marketing Templates
Editing and applying an Email Template as the Post Approval Email: (image 7 of 11)What this shows Users can set the email for approval from Social Planner Settings.What this showsIllustrates the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner". The text alongside this image reads: Users can set the email for approval from Social Planner Settings. The email template can be branded by visiting Marketing > Emails> Templates > New > Email Marketing Templates. The navigation path used here is Marketing > Emails > Templates > New > Email Marketing Templates. Immediately after, the guide continues: You will then be taken to the Template Library where you will need to head to System Templates> Social Planner: Post Approval and use the template. You can edit it as you see fit.Path: Marketing > Emails > Templates > New > Email Marketing TemplatesImage 7 of 11What this coversUsers can set the email for approval from Social Planner Settings. The email template can be branded by visiting Marketing > Emails> Templates > New > Email Marketing Templates
Buttons and menus referencedChoose the email template
Next stepYou will then be taken to the Template Library where you will need to head to System Templates> Social Planner: Post Approval and use the template. You can edit it as you see fit.
You will then be taken to the Template Library where you will need to head to System Templates> Social Planner : Post Approval and use the template. You can edit it as you see fit.
Editing and applying an Email Template as the Post Approval Email: (image 8 of 11)What this shows You will then be taken to the Template Library where you will need to head to System Templates> Social Planner: Post Approval and use the template.What this showsIllustrates the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner". The text alongside this image reads: You will then be taken to the Template Library where you will need to head to System Templates> Social Planner: Post Approval and use the template. You can edit it as you see fit. The navigation path used here is System Templates > Social Planner. Immediately after, the guide continues: That template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications.Path: System Templates > Social PlannerImage 8 of 11What this coversYou will then be taken to the Template Library where you will need to head to System Templates> Social Planner: Post Approval and use the template. You can edit it as you see fit.
Buttons and menus referencedChoose the email template
Next stepThat template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications:
That template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications:
Editing and applying an Email Template as the Post Approval Email: (image 9 of 11)What this shows That template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications:What this showsIllustrates the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner". The text alongside this image reads: That template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications. The navigation path used here is Social Planner Settings > Notifications. Immediately after, the guide continues: Choose the email template under Setup Email template for Social Post Approval.Path: Social Planner Settings > NotificationsImage 9 of 11What this coversThat template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications:
Buttons and menus referencedChoose the email template
Next stepChoose the email template under Setup Email template for Social Post Approval
Choose the email template under Setup Email template for Social Post Approval
Editing and applying an Email Template as the Post Approval Email: (image 10 of 11)What this shows Choose the email template under Setup Email template for Social Post ApprovalWhat this showsIllustrates the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner".This screenshot appears in the "Editing and applying an Email Template as the Post Approval Email:" section of "Post Approval Flow in Social Planner". The text alongside this image reads: Choose the email template under Setup Email template for Social Post Approval. Immediately after, the guide continues: Create a new CSV when you click " New Post " button Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver. Once the posts are imported, they go for review from the chosen approver. Once….Image 10 of 11What to chooseChoose the email template under Setup Email template for Social Post Approval
Buttons and menus referencedChoose the email template
Next stepCreate a new CSV when you click " New Post " button Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver. Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.
How to schedule the CSV for Approving bulk posts?
Create a new CSV when you click "New Post" button
Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver.Step 2 of 3: Once the user adds the CSV file and Select the Socials, there will be…What this shows Step 2 of 3: Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver.What this showsShows what to choose for step 2 of 3 in the "How to schedule the CSV for Approving bulk posts?" section of "Post Approval Flow in Social Planner".This screenshot accompanies step 2 of 3 in the "How to schedule the CSV for Approving bulk posts?" section of "Post Approval Flow in Social Planner". At this point in the walkthrough you once the user adds the CSV file and Select the Socials, there will be option to Select an Approver. The next step is to once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.Step 2 of 3Image 11 of 11What to chooseOnce the user adds the CSV file and Select the Socials, there will be option to Select an Approver.
Buttons and menus referencedSelect an ApproverNew Post
Next stepOnce the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.All 3 steps in this procedure
Create a new CSV when you click " New Post " button
Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver. this image
Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.
Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.
Frequently asked questions
How to schedule the CSV for Approving bulk posts?
Create a new CSV when you click " New Post " button Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver . Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar.
