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Post Approval Flow in Social Planner

The Social Planner in Stack now includes a post approval flow, allowing your social media content to be reviewed and analyzed by another team member before it goes live.

Contents​

  • Getting Started with Post Approval Flow
  • Editing and Applying an Email Template for Post Approval
  • Scheduling CSVs for Approving Bulk Posts

Getting Started with Post Approval Flow​

  1. Navigate to the Social Planner:

    • Go to Marketing > Social Planner.

  2. Create and Schedule a Post for Approval:

    • Once your post is crafted with content, rich media, hashtags, and more, you can choose to "Schedule for Approval".
    • Set the date and time for when you want the post to be scheduled.
    • Select the team member who will review and approve the post.
    • Add any internal notes for the approver to provide additional context.

  3. Post Review Notification:

    • An email notification will be sent to the reviewer when a post is ready for review.

  4. Review and Approve the Post:

    • The reviewer can access the post under Content > Approval tab. Here, they have the option to view, approve, or reject the post.
    • By selecting "View," the reviewer can see the post details and make edits if necessary by clicking "Edit."

  5. Finalizing the Post:

    • Once approved, the post will be scheduled in the social calendar. If rejected, the original creator can view the comments provided by the reviewer.

Editing and Applying an Email Template for Post Approval​

You can customize the email sent for post approvals by setting up an email template:

  1. Access Email Templates:

    • Navigate to Marketing > Emails > Templates > New > Email Marketing Templates.

  2. Select and Edit a Template:

    • Go to System Templates > Social Planner: Post Approval and choose a template to edit according to your needs.

  3. Apply the Template:

    • Use this customized template by going to Social Planner Settings > Notifications.
    • Select your email template under Setup Email Template for Social Post Approval.

Scheduling CSVs for Approving Bulk Posts​

  1. Create a New CSV:

    • Click the "New Post" button to start.

  2. Import and Select Approver:

    • Add your CSV file and select the social media accounts.
    • Choose an approver for the posts.

  3. Review and Schedule:

    • Once imported, posts will be sent for review by the selected approver. Approved posts will then be scheduled on the social calendar.