Agorapulse offers the ability to create multi-step approval workflows that can be applied to scheduled posts. These workflows allow for seamless collaboration between multiple stakeholders within or outside of your organization. Approval steps can include internal or external (Shared Calendar) users.

If you want more information on adding a single approval step, please take a look at this article. This is available for users on Tailored, Advanced and Professional plans.

For more information on how to review and approve a post, please take a look at this article.

In this article we will outline:

How to configure approval workflows in the Organization settings
How to apply an approval workflow to a post in the Publishing Composer

Please Note: The ability to create post approval workflows is only available for users on a Tailored subscription plan. If you would like to change your plan to access this feature, feel free reach out to us here or find out more information here.

How to configure approval workflows

In order to apply an approval workflow to a scheduled post, you must first configure the workflow in the Approval Workflow settings.

Note: Only Owners and Managers have the ability to create and manage post approval workflows in the Approval Workflows settings.

To access these settings:

Navigate to the Organization settings (or Workspace settings if enabled)
Click on Approval Workflows
Select + Create new workflow
Enter the Workflow Name
Select Social Profiles it will apply to in the drop down
The workflow will only be available on the selected profiles
Enter the name of your first approval step
Add the reviewers (approvers) to the approval step from the drop-down
Only internal users that have Editor or Admin rights to the selected profiles will appear in the dropdown. Owners and Managers will always appear. If Require approval from all is enabled, all reviewers must approve the post before it can move to the next step
Click + Add an approval step to add consecutive approval steps
You can add as many approval steps as required
Repeat steps 4-7 for any additional approval steps
Click Save workflow when complete

Note: There can only be one approval step which includes external users. If an external user is added to an approval step, only other external users may be added to that step.

How to edit approval workflows

Navigate to the Organization settings
Click on Approval Workflows
Select your chosen approval workflow
Make any required changes
Click Save workflow

If you want to delete an approval workflow, simply click the Delete (trash) icon. Approval workflow are not recoverable and deleting a workflow will not affect any posts already under review.

Note: You can edit approval workflow at any time in the Approval Workflow settings. Editing an approval workflow will not affect any posts already under review (with a workflow in progress).

How to apply an approval workflow to a post

In order to apply an approval workflow to a post, you will first create a post using the Publishing Composer. Once a profile has been selected:

Click the Select approval type option on the bottom right
Click Select an approval workflow
Select an existing approval workflow from the drop down
You can select View Steps to confirm the workflow structure
(Optional) Add a note for internal or external users in the Your message field
Internal notes will not be visible for external users. This will appear in the comments section.
Click Save
Once the approval workflow has been applied, the name of the workflow will appear next to the scheduled date.
Press Send for approval

After the post is sent for approval, users included in the first approval step will receive a notification. The post will be added to the Calendar in To Approve status.

Please Note: If an approval workflow has been applied to a post, it is not possible to edit the post to include a profile that is not added to the workflow.