How to set a post for approval within the Social Planner
- Navigate to Marketing> Social Planner. Create New Post by clicking the "New Post" button.
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 the schedule.
- Choose the user who would approve the post to be scheduled in the social calendar.
- Add an internal note for approval for more information.
3. Once the post is reviewed, an email will be delivered for the scheduled post.
4. The reviewer can see the post in the "Approval" tab with the option to view, approve or reject. The view option will allow the user to view the details of the post and then approve or reject it. The reviewer team member can edit the content, too, for approval flow by clicking "Edit" on the view screen.
5. Once the post is approved, it will be scheduled in the