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How to send a post for approval

Send content to internal or external collaborators for review!

Updated over a week ago

Agorapulse’s post approval feature allows you to request feedback on scheduled posts from internal team members or external collaborators.

Internal users must have Admin or Editor permissions on the relevant social profiles to be assigned as approvers. External users must be added to the profile via a Shared Calendar; otherwise, they will not appear as selectable reviewers.


For information on how to review a post that you have been assigned, see this article.

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 Custom 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 follow the steps to create and schedule a post in the Publishing Composer. Users with an Admin, Editor or Moderator role on a social profile can send posts for approval.

Once you have created the post in the Publishing Composer, follow these steps to send the post for approval:

  1. Click Select approval type in the bottom-right of the Publishing Composer

  2. Choose one of the following:

    Select user(s) – Assign individual approvers

    Select an approval workflow – Available only on Custom plans.

  3. Use the dropdown to select one or more approvers

    External users will display the name of their Shared Calendar next to their name

  4. (Optional) Toggle Everyone must approve to require all selected approvers to approve the post before publishing
    If any approver has not approved the post by the scheduled publishing time, the post will fail to publish

  5. (Optional) Choose the Internal or External tab and add a note in the Your message field

    Notes added under Internal will be visible only to internal users

    Notes added under External will be visible to external and internal users

  6. (Optional) Check Send a notification to [user] to notify the external reviewer by email
    If this is not checked, the external reviewer will not be notified

  7. Click Save

  8. Click Send for approval in the bottom-right corner

Note: If a post is not approved before its scheduled publishing time, it will not be published.



How to send posts for approval in bulk

If you have already created and scheduled posts in the Publishing Composer, you can send them for approval in bulk from the Publishing Calendar. To send post for approval in bulk in the Publishing Calendar:

  1. Click List view on the top right of the Publishing Calendar

  2. Use the filter to show only posts with Scheduled status

  3. Check the box next to each post you want to send for approval
    You can also select the box next to a specific day or month to select all posts

  4. Click on the Bulk actions menu

  5. Click Send for approval

  6. Select one or more assignees using the dropdown
    External users will display the name of their Shared Calendar next to their name

  7. (Optional) Toggle Everyone must approve if the post should only publish once all selected approvers have approved it
    If any approver has not approved the post by the scheduled publishing time, the post will fail to publish

  8. (Optional) Choose the Internal or External tab and add a note in the Your message field
    Notes added under Internal will be visible only to internal users
    Notes added under External will be visible to external and internal users

  9. (Optional) If an external user is selected, check Send a notification to [user] to notify them by email
    If this is not ticked, the external reviewer will not be notified

  10. Click Send all for approval

Note: It is not possible to bulk-assign posts that have already been assigned to yourself or anyone else.

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