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

Bulk scheduling just got more collaborative! 🤝

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

Let’s walk through the steps! 👇

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.

Steps:

1. Select the posts you want to send for approval using the checkboxes on the left. Click on the "Send for Approval" option in the Bulk Actions.

2. A popup will appear prompting you to choose one or more approvers. Select the approval condition:
• Anyone: Approval from any one selected approver will suffice.
• Everyone: All selected approvers must approve the post.
3. Click Send.

4. The selected approvers will receive an email with a direct link to review the post(s).

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

How to approve posts

• Approvers will receive an email with a Review Post button.

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

• 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.