Welcome to your go-to-guide on assigning a reviewer of your social post from Engage.
Having another member of your team to review social content before it's published can help you to ensure your tone of voice and branding is consistent.
How to Assign a Reviewer
Before assigning your social post for review, make sure your intended reviewer is listed as a user within your Meltwater Engage set up. You can see your list of users via Account > Manage Users.
Select Engage from the left-hand side navigation bar
Select the Publish tab
Click the purple Create button to create a new post
Select the social profiles you'd like this post to be published to.
Format the content of your post under General Compose
Preview the post under post preview in the right hand pane. If you'd like to make further edits to the post details, select Edit.
Under Post time select 'Schedule date and time' or 'Save as draft'. Social posts that are scheduled for 'Now' can not be assigned for approval.
Under Optional, click into Approval process.
Click the drop down under Assigned to and select your reviewer.
Add a note to be emailed with the assignment.
Within Assign Reviewer select the + Assign
Once the reviewer has selected to approve or decline the post you'll receive a confirmation email including the updated status of the post.
Review posts to Approve or Reject
As a reviewer, you'll receive email notifications when a team member has requested your approval of a social post. This email will include a preview of the post.
To update the post's approval status:
Select View assignment at the bottom of your email
You'll be redirected to the 'Schedule and Review' page of composing the social post. Select either Approve or Reject
If the post is approved, it will be posted at the scheduled date and time.
If the post is rejected, you can leave an optional note for your team member who submitted it for approval. The post will change to Draft status.
If any scheduled post that has been sent for approval goes past the scheduled date/time without being approved, it will be converted into a rejected Draft.
You can also change the assignee for the post's approval via the three-dot menu. Once you've selected another assignee to review the content, they will receive an email as you did and can follow the above steps to submit their approval.
Reviewing posts within Engage
Posts can also be approved/rejected from the Workbench Slide-out and follow the same rules as approving/rejecting from Publish. Select the 'Assigned', a tray will slide out with the Approval Status and Notes.
Posts can also be approved or rejected from 'Needs Changes'.
While assigned posts are emailed only to the reviewer, any team member can approve or reject a post, even if it hasn't been assigned to them. Along the same lines, anyone can also re-assign a post for approval.
All users have publishing capabilities and are not restricted from posting without asking for Approval. Approval can also be sent and actioned by any user.
Approvals with the Engage Mobile App
With the Engage Mobile App, you can approve posts assigned to you while on the go. Under the My Tasks tab, you can quickly see the posts awaiting your approval in one stream.
Check out our dedicated Engage Mobile App article and overview video here.
To approve posts:
Go to My Tasks
Select a post to review the content per channel, any assets such as images or videos, and assignment notes.
Choose to approve or reject the post.
If rejecting, include a note with an explanation or changes you would like to be made. The user who assigned the post to you will receive an email letting them know their post has been rejected.
Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.
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