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Publish: Assigning Posts for Approval
Publish: Assigning Posts for Approval
Cheyenne V. avatar
Written by Cheyenne V.
Updated yesterday

Having another member of your team review social content before it's published can help ensure a consistent tone of voice and branding.

This article will cover:


Prerequisites

Before assigning your social post for review, make sure your intended reviewer is listed as a user within your Meltwater Engage setup and has the correct permissions.

You can see your list of users via:

  1. The Account drop-down in the left-hand navigation bar

  2. Click Manage Users

  3. Navigate to the Engage Permissions section

  4. Click Admin

  5. Click Save User


Assigning a Reviewer

To assign a reviewer, follow these steps:

  1. Select Engage in the left-hand side navigation bar

  2. Select Publish

  3. Click Create

  4. Select Post

  5. Select the social profiles you'd like this post to be published to.

  6. Format the content of your post under General Compose

  7. 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.

  8. Select a post-time

    1. Schedule Day and Time

    2. Save as Draft

      Note: Scheduled for Now can not be assigned for approval.

  9. Under Optional, select the Approval process drop-down

  10. Click the Assigned drop-down

  11. Select a reviewer

  12. Add a note to be emailed with the assignment.

  13. Within Assign Reviewer, select the + Assign

Once the reviewer has selected to approve or decline the post, you'll receive a confirmation email with the updated status.


Reviewing Posts to Approve or Reject

Reviewing Posts via Email and Publish

As a reviewer, you'll receive email notifications when another 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:

  1. Select View Assignment at the bottom of your email

  2. You'll be redirected to the Schedule and Review page for composing the social post

  3. 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 and time without being approved, it will be automatically converted into a rejected Draft.

You can also change the assignee for the post's approval via the kebab 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 via Engage Workbench

Posts can also be approved and rejected from the Workbench slide-out and follow the same rules as approving and rejecting from Publish.

  1. Select Assigned

  2. A tray will slide out with the Approval Status and Notes

  3. Posts can be approved or rejected from Needs Changes


Limitations

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. Any user can also send and action approval.


Approvals in 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.

Learn more about the Engage Mobile App.

To approve posts:

  1. Go to My Tasks

  2. Select a post to review the content per channel, any assets such as images or videos, and assignment notes.

  3. Choose to approve or reject the post.

  4. 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.


💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

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