How to send posts for approval in bulk
Effortlessly streamline your approval process by sending multiple posts for approval using the Planner module in ContentStudio. This feature simplifies workflows, saves time, and ensures seamless collaboration with approvers. You can now manage approvals in bulk while maintaining full control over the approval conditions.
Let us explore! 🔍
In this article
Sending posts for approval in bulk
- 1
- Go to the Planner .
- 2
- Switch to either List View or Compact List View.
- 3
- Choose the posts you want to send for approval by selecting them using the bulk selection checkboxes.
💡The Send for Approval option is only available for posts with the following statuses:
- Scheduled
- Draft
- In Review
- 4
- Locate the Bulk Actions menu at the top. Click Send for Approval to open a pop-up window.
- 5
- Select one or more approvers from the list. Choose your preferred approval condition:
- Anyone: Approval from any one approver suffices.
- Everyone: Approval from all selected approvers is mandatory.
💡The user appearing with an exclamation mark has access to some specific social accounts.
- 6
- After selecting approvers and clicking the Send button, an email notification will be sent to the chosen approver(s).
How to approve a post
- 1
- Approvers will receive an email notification containing a Review Post button
- 2
- Clicking the button will redirect approvers to the In Review section of the Planner module. All posts requiring approval will be visible here.
Once approved, posts move to their next status, depending on the workflow.
FAQs
Q1: What happens if I select posts with ineligible statuses?
A: The Send for Approval option will be disabled.
Q2: Can I use this feature in views other than List or Compact List?
A: No, the bulk approval feature is only available in the Planner module's List View and Compact List View.
Q3: What happens if not all approvers respond?
A: For the Anyone condition, only one approval is required. All selected approvers must approve everyone's condition before the post is marked as approved.