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Vista Social has several publication approval workflows that allow a team member, a client, or any other user who needs to review and/or approve the scheduled posts. This article will go over how to:
🎥 Video Guide
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Creating Post Approval Workflows |
For multi-step approvals, you'll want to create a workflow to match your needs. If you haven't invited your clients/colleagues who will be reviewing posts, you should invite your users before starting the steps below.
1. Head to Settings > Publishing Settings > Approval Workflows
2. Click Add approval workflow
3. Create your workflow by adding and naming your steps, and choosing which team member (or client) should approve at each step.
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Send posts for review |
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Note: You cannot change the assigned workflow for an existing post. You can only assign new posts to a workflow |
After creating your post, click the Assign button. Then, select Assign to workflow and choose the workflow you created.
Click Assign, then Schedule
- If your workflow assigns the post to a specific user, they can now review the post. Learn more here
- You can also allow non-logged-in clients/users to review posts easily. Learn more here
Related Reading:
Post Approvals: Review Posts as Logged-in user
Post Approvals: Review posts without logging in
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