Request approval, approve, and address changes requested for posts (approval workflow)

Supported Social Platforms

X (Twitter)InstagramThreadsFacebook

Supported Plans

BusinessEnterprise

By using an approval workflow, you can require approval for post publication, preventing erroneous posts and oversight, and enabling safe posting.

What You Can Do with an Approval Workflow

An approval workflow allows Social profile administrators to review posts created by Post editors before publishing them.

• Post editors can enter the post content and publication date/time, and request approval.
• Social profile administrators can review requested posts and either approve or request changes.
• Only posts created or approved by Social profile administrators will be published.
• Even Team members who cannot directly post to social media can use approval requests to post safely.

For each Social profile, you can configure members who request approval (Post editors) and members who can approve (Social profile administrators).

Post Publication Flow

When using an approval workflow, posts are published according to the following flow.

1. Post editor requests approval
   1. Create the post content.
   2. Specify the publication date/time.
   3. Request approval.
   4. The post status changes to [Awaiting approval].
2. Social profile administrator approves or requests changes
   1. If there are no issues with the post content, approve the post.
      1. The post status changes to [Approved].
      2. The post appears in the post list.
      3. When the specified publication date/time arrives, the post will be published.
   2. If there are issues with the post content, request changes to the post.
      1. The post status changes to [Changes requested].
      2. The Post editor corrects the post from the Changes requested screen and requests approval again.

Preparation

To use an approval workflow, configure Social profile roles.

For each Social profile, at least one member is required for each of the following roles:

• Social profile administrator
• Post editor

Social profile administrators can post to social media without approval.

For information on how to configure roles, refer to Set Social profile roles for Team members.

Requesting Approval

Post editors can request approval for posts they have created.

1. Navigate to [Post] → [Scheduled posts] or [Drafts].
2. Click [New post].
3. On the Create a post screen, enter the post content and publication date/time.
4. In the bottom right corner of the screen, click [▼].
5. Select and click [Request approval].

Posts that are awaiting approval can be viewed on the Awaiting approval screen.

tip

Social profile administrators cannot request approval for posts.

Approving a Post

Social profile administrators can approve posts that are awaiting approval.

1. Click [Post] → [Awaiting approval].
2. In the post list, click [Approve] in the bottom right of the post you want to approve.

Approved posts can be viewed on the Scheduled posts screen.

tip

Once a post has been approved, it cannot be reverted to Awaiting approval. Please Delete the post or move it to Drafts, then request approval again.

Requesting Changes to a Post

Social profile administrators can request changes to posts that are awaiting approval.

1. Click [Post] → [Awaiting approval].
2. In the post list, click [Request changes] in the bottom right of the post you want to request changes for.
3. 3. The Changes Requested Comment input screen appears. Optionally, enter the reason for the changes requested or points you want corrected, and click [Request changes].

Posts for which changes have been requested can be viewed on the Changes requested screen.

tip

Posts that are not approved by the scheduled publication date/time will automatically have changes requested.

Editing Posts Awaiting Approval

Social profile administrators can edit posts that are awaiting approval before approving or requesting changes.

1. Click [Post] → [Awaiting approval].
2. In the post list, click the [pencil icon] in the bottom right of the post you want to edit.
3. Edit the post content.

tip

Post editors cannot edit posts that are awaiting approval. If you want to edit the post content, please withdraw the approval request.

Withdrawing an Approval Request

Post editors can withdraw the approval request if they want to change the post content after requesting approval.

1. Click [Post] → [Awaiting approval].
2. In the post list, click [Withdraw] in the bottom right of the post you want to withdraw.

Withdrawn posts can be viewed on the Drafts screen.

Requesting Approval Again for Posts with Changes Requested

Post editors can correct posts for which changes were requested and request approval again.

1. Click [Post] → [Changes requested].
2. In the post list, click the [pencil icon] in the bottom right of the post you want to request approval for again.
3. Correct the post content.
4. Switch the button in the bottom right of the screen to [Request approval].
5. Click [Request approval].

Email Notifications

In the approval workflow, emails are sent when the following operations occur.

Operation Triggering Notification	Recipient
Approval Request	All Social profile administrators of the destination Social profile
Approval Completed	The Post editor who requested approval
Changes Requested	The Post editor who requested approval
Withdrawal	All Social profile administrators of the destination Social profile

Internal Comments

You can communicate via comments for each post. For instructions, refer to Add internal comments.