Social Media Simplified with Zoho Social: The need for a social media approval process

Social Media Simplified with Zoho Social: The need for a social media approval process

 
Picture this:
 
It's a regular day as a social media marketer in your agency, and you are about to publish a post for one of your clients. You start drafting the content, and it's LIVE!


 
A few minutes later, you start receiving the following comments.
 
"Is this Bali or Bari, or both?"
 
"Typo alert! Bari is not Bali!"
 
"Did you mean Bali?"
 
You realize what the problem is, but the post already has more than 10k impressions. What do you do now?
 
You can either take the post down, or come up with a witty reply. It's not all bad, but it does take a hit on the brand's reputation and image.
 
How do you avoid such scenarios?
 
Here's where setting up an approval process for publishing can come in handy. Let's break it down.

What's a social media approval process?

This is a process where the stakeholders, clients, or peers vet the content and give their approval for every post that goes live on social media. It ensures streamlined publishing for posts and error-free content to keep the brand's image intact.

Approval process in Zoho Social

Roles and Permissions in Zoho Social lets you configure access requirements for your team members. There are four default roles:
  • Portal Admin: Publishing, messages, comment/reply, advanced reports, leads data, Zia, and inbox.
  • Brand Admin: Publishing, messages, comment/reply, advanced reports, leads data, Zia, and inbox.
  • User: Publishing, messages, comment/reply, advanced reports, leads data, and Zia.
  • Limited Publisher: Messages, comment/reply, advanced reports, and Zia.
Portal Admins, Brand Admins, and Users can be added as approvers in Zoho Social. You can also create custom roles; any new role with access to Publishing can also be given permission to approve posts.

 

Clients can also be invited to Zoho Social and added as approvers.


A Limited Publisher will not have access to publishing posts on social media and has to submit the posts for approval.
 
Once a post is submitted for approval by a team member, all the approvers will be notified. They can add a comment, change the status to under review, approve, or reject the post. The post activity tracks all the changes made to the post.


 
An administrator can also submit posts to their peers for approval.


 
Once the post is approved, it will follow the appropriate publishing preference defined earlier. Approvers also have an option to take the post live right away or add it to the queue. 

 
With this process in place, brands and agencies can ensure any content that goes live is accurate and consistent with their image and reputation. 

    • Recent Topics

    • Flow - Fetch info from drop down in another module

      I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this

    • Show unsubscribed contacts ?

      Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

    • Zoho Developer Community Hackathon 2025 is LIVE!

      Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

    • Converted Leads Not Showing in Lead Reports

      Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,

    • Text widgets in dashboards

      Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.

    • [Webinar] Zoho Writer for content creators and publishing houses

      Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:

    • Adding Reports to Portals

      Is there a way to add Reports to portals so only the user can see report templates relevant to them?

    • How to assign one Manual to multiple Spaces?

      Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?

    • Introducing VeriFactu Support in Zoho Books

      Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

    • How can I assign courses to Spaces?

      How can I make courses show up here in this space?:

    • When will Zoho Learn be able to support SCORM files on the mobile app?

      When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

    • Announcing new features in Trident for Windows (v.1.35.6.0)

      Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can

    • Marketing Tip #9: Track your traffic sources

      Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

    • Google Analytics import data inaccurate (as of October 11, 2025)

      We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

    • Prevent accidental duplicate entry of Customer Ordersome

      Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

    • Zoho Books | Product updates | November 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

    • Insert Image into Notebook page

      Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an

    • 【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします） 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / Inventory

    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

    • Edit Pinned Comments in Zoho Desk

      It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.

    • Updating Secondary Contact (CCs)

      We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalf

    • blank page after login

      blank page after logging into my email account Thanks you

    • WriterTh

      After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • I have already created some Bots, Commands, and Widgets in Cliq, but I am still not seeing the “Create Extension” option in my account. Could you please help me enable or access this option?

    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

    • How we cut CRM updates from ~20 minutes down to 2, our real workflow

      Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting

    • Arattai App Features Update

      1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable

    • How to add Product Add-Ons, Mandatory Forms, and Auto-Save Address in Zoho Commerce

      Hi all, I need help setting up several behaviors in Zoho Commerce. I can’t find the correct configuration options, so I want to confirm whether these are supported or if there is a workaround. 1. Product-Specific Add-Ons (Example: GWB Subscription) When

    • Zohomail

      Im trying to setup email address zoho

    • PROBLEMA

      Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?

    • Forever FREE Business Email with Zoho Mail

      Forever FREE Business Email with Zoho Mail: is it available?

    • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

      Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

    • Formula field number of days between 2 dates

      Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for

    • 'email address already exists'

      I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and

    • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

      Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the

    • Manage Bookings directly from Zoho Mail

      Greetings from the Zoho Bookings team! We’re introducing the new Zoho Bookings extension for Zoho Mail, designed to help you view appointments, copy time slots and share booking links without leaving your inbox. This integration brings scheduling right

    • My notes from the past 2 months have disappeared

      Hola, necesito ayuda urgente. Hoy, al iniciar sesión en mi Zoho Notebook como todos los días, me llevé una gran sorpresa al descubrir que todas mis notas de los últimos dos meses habían desaparecido. Estas notas son muy importantes para mí, ya que uso

    • How can I load a network into the cliq desktop app?

      I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create

    • Next Page