How do I send one or multiple posts for approval using bulk schedule?

Bulk scheduling just got even more collaborative! 🤝

With Bulk Schedule Automation, you can now send posts for approval right after uploading your CSV file. This helps maintain content quality, streamline teamwork, and ensure that only approved posts are published — all without needing to access the Planner.

Send posts for approval during bulk scheduling

After uploading and reviewing your CSV file, you’ll reach the table where all posts are listed. From here, you can select one or multiple posts to send for approval.

1 Select Posts for Approval

Select the posts you want to send for approval using the checkboxes on the left side. Then, click on the Send for Approval option in the Bulk Actions menu.

2 Choose Approvers

A popup will appear prompting you to select one or more approvers for the selected posts. Next, choose your desired approval condition:

Anyone: Approval from any one selected approver will be sufficient.
Everyone: All selected approvers must approve the post before it’s published.

3 Send for Approval

Once you’ve selected the approvers and approval condition, click Send to initiate the approval process. Each approver will receive a notification to review and approve the posts.

💡 Note: Posts can only be sent for approval if they are in Draft, Scheduled, or In Review status.

How to approve posts

1 Email Notification to Approvers

Approvers will receive an email notification containing a Review Post button, allowing them to open and review the post directly from their inbox.

2 Review Posts in Planner

Clicking the Review Post button takes approvers directly to the In Review section of the Planner, where they can view the submitted posts and approve them accordingly.

Once approved, posts will move to the next status in your workflow (e.g., Scheduled).

FAQs

Q1: Can I send posts for approval after scheduling them in bulk?

Yes! After uploading your CSV and reviewing the posts, you can send them for approval before finalizing.

Q2: Can I edit posts before sending them for approval?

Absolutely. Use the pencil icon next to each post to make changes before selecting and sending them for approval.

Q3: Will approvers be notified automatically?

Yes. Once you click Send, the selected approvers will receive an email notification with a link to review the posts.