How to configure and manage approvals for social media content in Engage+ Content Marketing

Overview

The content approval system in Engage+ Content Marketing allows you to review and approve social media content before it is published.

Approval settings help maintain visibility, accountability, and control over content shared across your social media channels.

This article explains the available approval types and how to configure and manage them.

IN THIS ARTICLE

Types of approvals

Engage+ Content Marketing provides the following approval options:

• All New Content
• Individual Content
• Collaborative Approvals

Approval types and use cases

Below is a breakdown of each option:

Configure approval settings

Require approvals for all new content

Select the gear icon and open Social Media.

Select the Publishing tab.

Toggle on Require Content Approvals.

Select Save.

All new content created or added to the Social Media Library will require approval before posting.

Require approval on a single post

For existing content:

Go to the Social Media Library.

Open the post to view the preview.

Select the blue checkmark icon in the top-left corner to toggle approval on.

The checkmark icon turns orange to indicate approval is required.

When creating new content:

In the Create Post Content window, toggle on Require Approvals.

Save the content.

Approve content

Content can be approved from the Social Media Library, Post Preview, or Content Calendar.

To approve from the Social Media Library:

Go to the Social Media Library.

Locate the content.

Select the orange checkmark icon on the post.

The content is approved and ready to share.

To approve from the Post Preview:

Go to the Social Media Library.

Open the post to view the preview.

Select the orange checkmark icon at the top of the page.

The content is approved and ready to share.

To approve from the Content Calendar:

Select the scheduled post in the Content Calendar.

Posts that require approval are highlighted in orange.

Select Requires Approval.

The content is approved and ready to share.

Collaborative approvals

Collaborative approvals allow you to work with internal team members or external partners to review and suggest changes before content is published.

Configure collaborative approvals

Go to Approvals in the navigation panel.

Select New Approval.

Enter a title and add comments.

Select the content to include:

• By tag
• Individual posts

Select Add Item.

Select Create Approval.

Share collaborative approvals

After creating an approval, a unique link is generated. This link can be shared with reviewers and does not require login access.

To share an approval link:

Select the gear icon next to the approval.

Select Copy Link.

Paste and send the link through your preferred communication method.

Reviewer experience

Reviewers can:

• View content
• Leave comments
• Suggest changes
• Approve posts

Email notifications are sent when updates occur, if enabled in Engage+ settings.

Manage collaborative approvals

The approval page updates automatically when content or approval settings change. A new link is not required.

To update an approval:

Go to Approvals.

Select the gear icon next to the approval.

Select Edit Approval.

Update details or content as needed.