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How to send a post to a teammate for approval before it goes live

In the Social Planner composer, open the arrow next to Post and choose Send Post for Approval: set date and time, pick the approver and leave a note. The approver gets an email and, under Content › Approval, can view, edit, approve (and change the date) or reject with a comment. Once approved, it goes on the calendar.

Updated on

Before you start

  • The approver must be a user in your account with access to the Social Planner.
  • Have the post complete: text, images or video, hashtags and first comment.
  • If you want a branded notification email, prepare an email template first (see the section below).
Where to find it

Marketing › Social Planner › New Post › Create New Post › (arrow next to Post) › Send Post for Approval

Step by step

Send for approval

  1. In the left menu, open Marketing and click Social Planner.
  2. Create the post as usual (New Post › Create New Post).
  3. Click the arrow next to Post and choose Send Post for Approval.
  4. Set the intended date and time for the post.
  5. Pick the approving user.
  6. Write an internal note with context (for example, "October campaign, confirm the price") and confirm.
  7. The approver receives an email saying a post is waiting.

Approve, edit or reject (the approver)

  1. Open Marketing › Social Planner › Content › Approval tab.
  2. Click View to open the post with all its details.
  3. If something needs fixing, click Edit on that screen and save.
  4. To change the date, click the scheduled date and time and pick new ones.
  5. Click Approve (the post goes on the calendar at the chosen date) or Reject and write a comment with the reason.
  6. The person who requested approval sees the rejection comment and can fix and resubmit.

Use a branded notification email

  1. Open Marketing › Emails › Templates › New › Email Marketing Templates.
  2. In the library, open System Templates › Social Planner: Post Approval and use that template. Edit the text, colors and logo, then save.
  3. Back in the Social Planner, open Settings (gear icon) › Notifications.
  4. Under Setup Email template for Social Post Approval, pick the template you just created and save.

Bulk approval (CSV import)

  1. Click New Post › Upload from CSV and add the file.
  2. When choosing the networks, turn on Send for approval and pick the approver.
  3. All imported posts wait in the Approval tab; once approved, they go on the calendar.

Tips

  • Pair approval with a clear internal note: it saves back-and-forth between the creator and the approver.
  • The approver can change the date and approve in one step; the calendar updates immediately.

Common problems

  • The approver didn't get the email → Check the user's email under Settings › My Staff and their spam folder. The post is still visible under Content › Approval even without the email.
  • I don't see the Send Post for Approval option → It's on the Post button: click the arrow next to it, not the main button.
  • The post was rejected and I don't know why → Open it under Content › Approval: the approver's comment is recorded there.
  • I approved but the post isn't on the calendar → Check the date chosen at approval time; it may have landed on a different day. Look for it on the calendar on that date.

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