# Post Approval Flow in Social Planner > Social Planner now has post approval flow where the user can take get the content of social post reviewed and analyzed by another team member. - Source: https://docs.ghlcustomercare.com/docs/marketing/social-planner/post-approval-flow-in-social-planner - Section: Marketing / Social Planner - Reading time: 2 min - Images: 11, each explained below --- Social Planner now has post approval flow where the user can get the content of social post reviewed and analyzed by another team member. #### **Covered in this Article:** #### [Steps to get started with post approval flow -](#steps-to-get-started-with-post-approval-flow)  #### [Editing and applying an Email Template as the Post Approval Email:](#editing-and-applying-an-email-template-as-the-post-approval-email) #### [How to schedule the CSV for Approving bulk posts?](#how-to-schedule-the-csv-for-approving-bulk-posts-2) --- ## **Steps to get started with post approval flow -**  1. Navigate to **Marketing> Social Planner**. Cr ![Steps to get started with post approval flow - (image 1 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032895038/original/t168dZ75kjX3etxqCjccsiAB5WwUwR4zug.jpg) **Steps to get started with post approval flow - (image 1 of 11)** 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 Planner - Where to go: Navigate to Marketing> Social Planner. Cr - Controls: Marketing> Social Planner, Approve - Next: 2. Once the post is created with content, rich media, hashtags and more, it can be "Scheduled for Approval" Full procedure: 1. Add the date and time for schedule 2. Choose the user who would approve the post to be schedule in social calendar 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033445182/original/MDAszTsw5BqQoS0zWc9n9PWcJp5cfDuYCA.png) **Steps to get started with post approval flow - (image 2 of 11)** 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. - What to choose: 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. - Controls: Marketing> Social Planner, Approve - Next: 3. Once the post is sent for review, an email will be delivered for the scheduled post. Full procedure: 1. Add the date and time for schedule 2. Choose the user who would approve the post to be schedule in social calendar 3. Add an internal note for the approval for more information. ![Steps to get started with post approval flow - (image 3 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033445340/original/TYpWyed2MunOMGN0GTtmq2yGnllvCTXtJg.png) **Steps to get started with post approval flow - (image 3 of 11)** 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. - What to choose: 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. - Controls: Marketing> Social Planner, Approve - Next: 3. Once the post is sent for review, an email will be delivered for the scheduled post. Full procedure: 1. Add the date and time for schedule 2. Choose the user who would approve the post to be schedule in social calendar 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032895058/original/7BjlESfMjkWj7QlUAOTNfCz6FiaLtYkkuw.jpg) **Steps to get started with post approval flow - (image 4 of 11)** 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 > Approval - What this covers: 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. - Controls: Marketing> Social Planner, Approve - Next: 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. Full procedure: 1. Add the date and time for schedule 2. Choose the user who would approve the post to be schedule in social calendar 3. Add an internal note for the approval for more information. ![Steps to get started with post approval flow - (image 5 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032895064/original/YUP4umcrSzPqxqWxVsINR49Hyay7th2SGg.jpg) **Steps to get started with post approval flow - (image 5 of 11)** 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 > Approval - What this covers: 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. - Controls: Marketing> Social Planner, Approve - Next: 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. Full procedure: 1. Add the date and time for schedule 2. Choose the user who would approve the post to be schedule in social calendar 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052734157/original/4CcITaGP7xFpdRXbWofGN2FWxvmo51mivA.png) **Steps to get started with post approval flow - (image 6 of 11)** 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. - What to choose: 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. - Controls: Marketing> Social Planner, Approve - Next: 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 Full procedure: 1. Add the date and time for schedule 2. Choose the user who would approve the post to be schedule in social calendar 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48275003974/original/JbZqtJEP21bG7zSQEBIcw8lBCo-EpKoAbQ.png) **Editing and applying an Email Template as the Post Approval Email: (image 7 of 11)** 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 Templates - What this covers: 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 - Controls: Choose the email template - Next: 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. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48275004276/original/H3HxcY2vYP0ctLVJWNR34FHNE9Jpp6A3Bg.png) **Editing and applying an Email Template as the Post Approval Email: (image 8 of 11)** 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 Planner - What this covers: 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. - Controls: Choose the email template - Next: That 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48275003279/original/tZg4MDksmtgmJqElCq8JhKJN18Ih6MRr3Q.png) **Editing and applying an Email Template as the Post Approval Email: (image 9 of 11)** 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 > Notifications - What this covers: That template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications: - Controls: Choose the email template - Next: Choose 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48275003362/original/SuRrc78gn4HDJcewt5urj4Z61F4UAjOZzQ.png) **Editing and applying an Email Template as the Post Approval Email: (image 10 of 11)** 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…. - What to choose: Choose the email template under Setup Email template for Social Post Approval - Controls: Choose the email template - Next: 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. --- ## **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 option to **Select an Approver**.** ![Step 2 of 3: Once the user adds the CSV file and Select the Socials, there will be…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48274895622/original/llrQ2L893aD17J19tI91bIQ277mjhZXgUA.png) **Step 2 of 3: Once the user adds the CSV file and Select the Socials, there will be…** 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. - What to choose: Once the user adds the CSV file and Select the Socials, there will be option to Select an Approver. - Controls: Select an Approver, New Post - Next: Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar. Full procedure: 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 option to Select an Approver. <- this image 3. Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar. ** 3. Once the posts are imported, they go for review from the chosen approver. Once approved, they are scheduled on the social calendar. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com