Review posts before they publish¶
Send a draft to a teammate for review before it goes live. The reviewer approves it or asks for changes. Once it is approved, you can schedule or publish it. Review is optional: a draft you never submit can be published directly.
Before you start¶
- You can see Social in the left rail, with Publish in its panel.
- The post is saved as a draft. See Create and publish a social post.
- To approve posts, your role has approval access for social posts. If Approve returns an error, ask your admin. See the Settings overview.
Steps¶
Submit a draft for review¶
- Open Social in the left rail, then select Publish.
- Click the Drafts tab.
- On the post, click Submit. The message Post submitted for approval. appears.
The post moves to the Approvals tab with the status Pending approval. Admins in your workspace get an Approval requested notification.
Approve a post¶
- Open Social → Publish, then click the Approvals tab.
- Read the post. The card shows Submitted by and who sent it.
- Click Approve. The message Post approved — it can now be scheduled. appears.
The author gets a Post approved notification and can now schedule or publish the post.
Request changes¶
- In the Approvals tab, click Request Changes on the post. The Request changes? window opens.
- In What needs changing?, type your feedback. This is optional.
- Click Request Changes. The message Changes requested — the post went back to the creator. appears.
Resubmit after changes¶
- In the Drafts tab, find the post marked Changes requested. Your reviewer's note shows under it.
- Click the Edit icon, make the changes, and click Save Changes.
- Click Resubmit.
Note
If you edit a post after it was approved, it goes back to Pending approval. It needs a fresh review before it can be published.
Approval statuses¶
| Status | Meaning |
|---|---|
| Pending approval | Waiting for a reviewer. It cannot be scheduled or published yet. |
| Approved | A reviewer signed off. You can schedule or publish it. |
| Changes requested | A reviewer sent it back. Edit it and click Resubmit. |
Video walkthrough¶
[VIDEO]
Troubleshooting¶
| Issue | Cause | Fix |
|---|---|---|
| You cannot approve your own post | The author cannot approve their own post. | Ask another teammate to approve it. |
| Post is awaiting approval and cannot be published until approved | The post is still pending review. | Wait for approval, or ask a reviewer. |
| Changes were requested; edit and resubmit for approval before publishing | A reviewer asked for changes. | Edit the post, then click Resubmit. |
| Only draft posts can be submitted for approval; current status is … | The post is already scheduled or sent. | Only drafts can go to review. |