Building a social media post approval workflow is essential if you’re on a multi-member team.
But, it doesn’t have to be complex!
We’re walking you through setting up a workflow in Vista Social. The goal? Teamwork that’s seamless and content that’s flawless. ✨
P.S. Love video explanations? We’ve got a tutorial for you.
A social media post approval workflow is a set sequence that transfers content from one team member to another, culminating in a published post.
But it’s not just a game of digital pass-the-parcel.
To excel, your workflow needs to clearly delineate tasks, timelines, and most importantly, responsibilities.
From ideation to the click of ‘Publish,’ this workflow marks the checkpoints. Who vets the caption? Who’s the last word on imagery?
When applied carefully, it elevates the clarity of roles, fine-tunes your brand voice, and ramps up efficiency.
Heads up: Streamline your social media post approval workflow using Vista Social’s new feature. Get started for free today! 🔥
Ready to elevate your social media management game? Vista Social’s approval workflow feature is here to make collaboration a breeze.
To get started, simply sign up or log in, and ensure your profile groups and profiles are connected. Let’s jump right in:
First things first, let’s get everyone on the same page. Invite your colleagues or clients who will be integral to the approval process.
Once logged in, find your way to ‘Settings,’ then tap ‘Publishing Settings,’ and finally ‘Approval Workflows.’ You’re now ready to set things in motion.
Hit “Add approval workflow” to begin customizing your own workflow to best suit your team.
TIP: For more workflow ideas, check out the ‘Types of Social Media Workflows’ section in our Social Media Workflows blog! 👀
Here’s where you add the magic. Define the steps and assign roles. Clarify who gets to approve each stage, setting up a smooth path from draft to publish.
From profile management to content approval, Vista Social offers a range of collaboration tools designed to streamline team-based social media management. Here’s how our tools can make your life easier:
To invite your team members to participate in an approval workflow, you first need to add them to your Vista Social account. Head over to “Settings > Team Members” and click “Add team member.” Provide their name and email address, and set their permissions accordingly. Once they accept the invite via email, they’ll be able to participate in approval workflows you create.
Yes, you can manage multiple workflows. After you set up your first approval workflow, you can simply navigate back to ‘Settings,’ then ‘Publishing Settings,’ and finally ‘Approval Workflows’ to create additional workflows. You can then assign posts to any of these workflows based on your needs.
If a post doesn’t get approved, it won’t be scheduled or published. You’ll have the opportunity to leave a note specifying why the post was rejected when you click on the ‘Reject’ option during the review. This allows the original author or other team members to make the necessary changes for future approval.
You can share a review link with external or non-logged-in individuals using Vista Social’s Shared Calendar feature. Once you’ve created an approval workflow and assigned a post to it, navigate to your Publishing Calendar and click the ‘Share’ icon. Make sure to toggle on the “Viewers can approve” option before sending the shareable link. Those with the link can then approve or reject posts without needing to log in.
The information provided doesn’t specify whether workflows can be edited after they’ve been set up. However, most such systems offer the flexibility to edit workflows, so it is likely you would be able to make adjustments if needed.
To track the status of posts in the approval process, go to your Calendar and apply filters to view posts that are in “In Review” status. This will show you all the posts that are currently pending approval. Once a post is approved, it will appear in the calendar in “Scheduled” status.
About the Author
Brittany Garlin serves as the Head of Marketing at Vista Social, the leading social media suite that's pushing the boundaries of innovation. Steering the platform to achieve an impressive milestone of over 2 million connected social profiles, Brittany's expertise has been acknowledged in a recent appearance on the Social Pros podcast, where she discussed making marketing to marketers more human-centered. With a knack for strategic disruption, Brittany also redefines what it means to be a woman in the tech sector. Her thought leadership is frequently highlighted in prestigious outlets like Forbes and HubSpot.
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