Marketing is a collaborative process -- we get it! That's why Optimal Blue Social Cloud has built-in content approvals.
Requiring Approval
You can require approval on a per-brand basis or for individual posts.
To require approval for all new posts, navigate to the 'Publishing' tab in your Brand Settings and toggle on Require Content Approvals. Click Save.
To require approval for content created by certain users please reach out to ClientRelations@OptimalBlue.com to ensure your preferred users are selected for 'Require Approval'.
To require approval for an individual piece of content, navigate to that specific content item and click the checkmark in the top left corner to toggle the approval.
Why use approvals?
You can schedule content ahead of time and the content will not be posted until it has been approved. No more switching back and forth between your scheduler and Google Sheets or emails when coordinating with other departments, such as compliance.
Creating a New Approval
1. Navigate to the Approvals tab
2. Click 'New Approval' in the top right
3. Give the new approval a title, description, and select the content that you want to be approved.
| Note: When selecting the content, you can select by either category or individual content items. |
Please Note: Lenders may also see an option to enable 'Internal Approval'. If this is selected, users will not receive notifications for activities happening on the approval. |
Sending the Approvers
Once you create the new approval, it will generate a link you can share via text, email, Slack, etc...
The live approval sheet is mobile friendly and your recipient(s) do not need to be logged in.
If your recipient(s) leave a comments on any of the content in the approval sheet, you will receive a notification in your Optimal Blue Social Cloud dashboard.
Please Note: Comments are not editable once 'saved'. |
Updating the Content Approval
You can edit the content approval at any point and the changes will automatically be made on the approval sheet your recipient has. Meaning, you can edit the title, description, choose new content or even edit the content itself.
To add new content or remove content, click 'Edit Approval' from the 'Approvals' tab in your dashboard.
Click 'Select Content' and choose the new content to add to the approval or remove content.
The approval sheet you already sent to the recipients will be automatically updated with the new content.