Send posts for approval

Prepare the post for review

Approvals happen on the post itself. Before you send work to an approver, check the post in the Content Planner and make sure it is ready for the next review stage. The post should have its current content and the planning fields needed to understand its place in the plan.

A post can move through states such as draft, internal review, client review, changes requested, approved, scheduled, and published. Use internal review when the agency needs to check the work before it reaches a client. Move it to client review when it is ready for the client’s decision.

Send one post

Approvers get notifications when work needs their attention. They review in the same place they see the plan, then approve the post or request changes there. Keeping the decision on the post prevents the approval from becoming separated from the planned content.

1. 01Open the post that is ready for review.
2. 02Confirm its owner, post type, category, post date, and current status.
3. 03Move the post into the appropriate review state.
4. 04Check that the intended approver can access the workspace and brand through their role.

Send several posts together

Bulk sending is useful when an approver needs to review a group of planned posts. It gives them the plan and campaign context while they make each decision. Approvers can also use bulk approve when several posts are ready to be accepted.

If changes are requested, the affected post moves to that state and can be updated before returning to review. An approved post can continue toward scheduling and publishing.

1. 01In the Content Planner, identify the posts that are ready for the same approval stage.
2. 02Select the posts in bulk.
3. 03Send the selected posts for approval together.
4. 04Check the resulting states so the planner accurately shows which posts are awaiting review.