If social posts need to be reviewed prior to being published, they can go through the social approvals workflow.
A user’s ability to submit posts and comments for approval, view tasks, and approve posts and comments depends on their user and role permissions. You can review the permissions required based on use case in the Approval Permissions doc.
Any social task will default to being unassigned until an assignee is selected using the dropdown. Setting an assignee ensures that the right and relevant person is accountable for approvals, reviews, or edits. These users will also be the individual who receives task notifications. You can use workflow rules to assign users for review based on a certain set of post criteria.
Submitting a Post for Review
When creating a post for approval, the process remains the same as described in the Create and Edit a Post documentation.
However, when you finish creating the post, the post preview in the Calendar view will have the status listed as “Pending Approval”.
You can easily view this task from the calendar by selecting the post and clicking the … icon in the top right corner. More on this next!
Reviewing a Post
From the Task Details tab, you can review the content of a post. There is a preview at the top where you can see what the post will look like. Similar to viewing posts in the calendar, you will also be able to toggle between entities and publishers to see how the posts may vary visually.
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Note Users that have not upgraded to Social, will not be able to see the post preview within a Task. They will be able to see the post settings and content submitted with the task, but will not be able to see what the post will look like on the publisher's site. |
Below the previews, all of the post settings that were filled out in the Create a Post modal will be viewable.
Set a Due Date
If a user creates a social post that is scheduled to go out at a specific date and time, that will become the due date for the Social task. Immediate posts will have no due date.
If a Social Post Approval task is not approved prior to the due date, the post will be rejected and will not be published. If a user wants to edit and publish the contents of that post, they will need to duplicate it and resubmit it for review.
Approving or Rejecting a Post
Posts that are meant to be published to multiple entities must be approved by users who have the scope to act on all of the entities. If a user has permission to approve posts for only one entity, but a post that they are a collaborator on has multiple entities, the user will not be able to approve it.
Note: The users with the built-in roles that grant “Approve” access by default (e.g., Account Manager, Full Control) will automatically be added as collaborators on a task if their entity scoping aligns to the entities the post is created for.
Once a post is approved or rejected, the task is marked as “Complete”. When you click on a completed post in the table, you will also see “Approved” or “Rejected” in the “Status Details” field at the top of the panel.
To approve or reject a social post:
- Click Inbox then click My Tasks to see all social tasks
- Select an Approve Post task action from the list
- Review the Task Details tab
- Under the preview, click the dropdown with the location entity selected to review other location entity posts.
- Select the publisher logo to see what the post will look like on that publisher's site for a specific entity.
- Select one of the action buttons at the bottom of the tab
- Approve
- Click Approve to publish the content.
- Reject
- Click Reject to prevent the content from being published.
- Fill out the Rejection Feedback and click Reject.
- Note: We recommend rejecting if the content needs a lot of updates. For minor updates, you may want to consider leaving the task open (do not approve or reject) and completing the optional step below.
- Approve
- (Optional) If you want to leave feedback for the creator of the post to update the content, leave messages in the Conversation tab.
- Type a note in the text box at the bottom.
- Click Send.
Approved Posts
If the approved post was created and scheduled to be posted immediately, it will automatically be published. If it is scheduled for a later date, the post will be marked as scheduled in the Calendar.
Rejected Posts
In the Calendar, rejected posts are given a “Rejected” status.
Editing a Post Approval Task
If a post that is submitted for review needs to be updated or changed, you can edit it directly from the Tasks screen. In the Task Details tab for a task, there is an Edit Post option after selecting the ... icon in the top right corner.
You can also scroll down to the Post Content section of the tab and click on the Edit button if you want to edit a task.
These actions direct you to a page where you can edit the post. From here, you can edit fields like:
- Post title
- Post type and post date/time
- General and publisher-specific content
- Media
- Captions
Once changes are made, you can click the Resubmit for Approval button in the top right corner.
Note that users that have not upgraded to Social, will not be able to edit post approval tasks.