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How to send a post for approval
How to send a post for approval

Assign posts to internal and external users for review.

Updated over a week ago

Agorapulse allows you to send posts for approval to internal or external collaborators during the post creation process. This feature allows you to gather feedback on your content before publishing it on your social profiles. You can send a post for review to one or multiple users when scheduling a post.

If you would like to send a post to an external user for approval, you will first need to set up a Shared Calendar. If your post includes a social profile that is not configured in your Shared Calendar, you will not be able to add an external user as a reviewer.
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For information on how to review a post that you have been assigned, take a look at this article.
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Note: The ability to send posts for approval is available depending on the subscription plan you have. If you would like to change your plan to access this feature, feel free reach out to us here.

Users on a Tailored plan may utilize approval workflows. These workflows include multiple steps and more information can be found here.

How to send a post for approval

In order to send a post for approval, you will first create a post using the Publishing Composer. Once a profile has been selected and the post has been created:

  1. Click the Select approval type option on the bottom right

  2. Click Select user(s)
    or
    ​Click Select an approval workflow
    ​Approval workflows are only available on Tailored plans. Information on how to apply approval workflow templates is available here.

  3. Add an assignee (or multiple) using the drop down
    ​External users will have the Shared Calendar they are added to next to their name

  4. (Optional) Toggle Everyone must approve on
    ​If this option is selected, all assignees must approve the post for it to be published. If any added assignee does not approve the post before the scheduled publishing time, it will not publish.

  5. (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 be added in the comments section

  6. Click Save

  7. Select Send for approval on the bottom right
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Note: If a post is not approved by the scheduled publishing time, the post will fail to publish.

Note: Users with an Admin, Editor or Moderator role on a profile can send posts for approval. Only user with an Admin or Editor role can approve posts. Read more about Role Capabilities here.


How to send posts for approval in bulk

If you have already created and scheduled posts in the Publishing Composer, you can send multiple posts for review at one time. To send posts for approval in bulk, start in the Social Calendar and:

  1. Click List view

  2. Change the filter to include results for posts in Scheduled status

  3. Check the box next to any posts you want to send for approval in bulk

  4. Select the Bulk actions menu

  5. Click Send for approval

  6. Add an assignee (or multiple) using the drop down
    ​External users will have the Shared Calendar they are added to next to their name

  7. (Optional) Toggle Everyone must approve on
    ​If this option is selected, all assignees must approve the post for it to be published. If any added assignee does not approve the post before the scheduled publishing time, it will not publish.

  8. (Optional) Add a note for internal or external users in the Your message field
    ​Internal notes will not be visible for external users

  9. Click Send all for approval
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Note: It is not possible to bulk-assign posts that have already been assigned to yourself or anyone else.

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