Send Posts for Approval Before They Publish

Approval lets a teammate review a post before it reaches your audience. Nothing is published until the reviewer approves.

Submit a post for review

1. Create your post in Marketing > Social Planner with its text, media, and hashtags.
2. Open the publishing menu and choose Send for approval.
3. Set the date and time you want it to go live.
4. Select the user who should approve it.
5. Add an internal note if the reviewer needs context, then confirm.

The reviewer receives an email notification.

Review a post

1. Open Content > Approval.
2. Click View on the post to see its details. From here the reviewer can click Edit to adjust the content.
3. To change the timing, click the scheduled date and time, pick a new slot, and click Approve.
4. Click Approve to add it to the calendar, or Reject and write a comment.

Approved posts appear on the social calendar immediately, with any new time. If a post is rejected, the creator can open it and read the reviewer's comment.

Approving bulk uploads

When you upload a CSV from New Post, choose accounts and then select an Approver. The imported rows go to that person for review and are scheduled once approved.

Customize the approval email

Open Marketing > Emails > Templates > New and browse the system templates for the Social Planner post approval email. Edit the copy and branding, then apply it under Social Planner > Settings > Notifications.

Good to know: Include the intended publish time in your internal note so reviewers can check the schedule as well as the content.