Approvals - Frequently Asked Questions
How to approve posts sent for approval?
On Zoho Social, all Admins and those with Approver privileges can approve content that's been sent by publishers for approval. Contact your admin for Approver privileges. If you are already added as an Approver, follow these steps:
1. Go to the Posts tab and click on the Approvals option from the left menu.
2. From the list of posts displayed, click on the one you want to update the status (Under Review, Yet to Review, Time Elapsed, and Reject) for or approve.
3. Click on the Approve button in the detailed post view to approve the post right away.
2. From the list of posts displayed, click on the one you want to update the status (Under Review, Yet to Review, Time Elapsed, and Reject) for or approve.
3. Click on the Approve button in the detailed post view to approve the post right away.
How to update the status of a post sent for approval?
1. Go to the Posts tab and click on the Approval option from the left-hand side menu.
2. Now, click on a post you want to update the status for.
Initially, every post that comes in for approval, will have "Yet to Review" as the default status.
3. In the detailed post view, click on the drop-down next to "Yet to Review" and set to Under Review as your status option.
Once you Accept or Reject a post, you will be unable to update the status again. However, you can change the status from Yet to Review to Under Review and vice versa.
How to send a post for approval?
To send a post for approval,
1. Click on the New Post button on your Dashboard.
2. Type in the content, and you can choose to schedule it for a specific date and time based on your preference.
3. Finally hit the Send for Approval button on the publishing window.
1. Click on the New Post button on your Dashboard.
2. Type in the content, and you can choose to schedule it for a specific date and time based on your preference.
3. Finally hit the Send for Approval button on the publishing window.
Even if the publishing date has lapsed the post is yet to be approved, it can be retrieved and approved anytime, to be published.
For Administrators:
A user in any role can send a post for approval. While limited publishers and users without publishing permissions have to get an approval from approvers before they can publish, admins and users in other roles with publishing permissions can either choose to send the post for approval or can publish the post by themselves.
Though portal and brand admins can publish posts on their own without the need for any approval, there might be cases where as admins, you need to cross-verify the content with someone from the team or check for correctness. In such cases, you can also send your posts for approval to other approvers in the same brand by clicking on the toggle next to Send for approval in the compose window.
If there are no approvers listed for the brand, you can add an approver right from the compose window and then proceed to send the post for their approval.
You can send only single-brand posts for approval. If you're posting to multiple brands at the same time, you can't send the post for approval.
How to monitor the status of a post sent for approval?
To check the status of your post sent for approval,
1. Go to the Posts tab on your dashboard and click on Approvals on the left-hand side menu.
2. Click on the post you want to monitor the status for. On the "Post Activity" column you can see the following: ,
-> View if the post you create is sent for approval or not.
-> View the list of comments made by the Approver if any.
-> View the list of status updates to your post made by the Approver.
1. Go to the Posts tab on your dashboard and click on Approvals on the left-hand side menu.
2. Click on the post you want to monitor the status for. On the "Post Activity" column you can see the following: ,
-> View if the post you create is sent for approval or not.
-> View the list of comments made by the Approver if any.
-> View the list of status updates to your post made by the Approver.
Updates in status, and feedback are notified to the publisher via email and as notifications within the Zoho Social Dashboard.
How can I edit my post if it's already sent for approvals?
You can edit a post that's awaiting approval, anytime. However, once it has been approved, any edits made will push the post back into the workflow and it will be sent as a fresh post to approvers.
Is it possible to set up soft approvals in the Collaborate tab before I publish any content?
Yes, you can set up soft approvals in the Collaborate tab by assigning the post specifically to team members, clients, or a custom set of people, before you publish a post. This is particularly useful for people who aren't a part of the content approval workflow and still want to either get their content approved or discuss it prior to posting.
How to add team members as Approvers?
To add team members as Approvers, follow the steps given below.
1. Click on Settings (gear icon) followed by Brand Settings.
2. Under Brand Settings click on Publishing.
3. Under Publishing Preferences hit the Add Approver button.
4. Pick members from the list you want to add as approver and finally hit the Add button.
1. Click on Settings (gear icon) followed by Brand Settings.
2. Under Brand Settings click on Publishing.
3. Under Publishing Preferences hit the Add Approver button.
4. Pick members from the list you want to add as approver and finally hit the Add button.
Only a Portal Admin and Brand Admin who has default Approver privileges can add another member as an Approver.
Who can approve a post on Zoho Social?
All Admins (Portal and Brand Admins) have default Approver privileges, and can approve content within Zoho Social. Admins can also add members and assign them 'Approver' status anytime from within the Settings tab, to enable them to manage approvals on posts.
There are can be multiple Approvers within a single Brand.
How will I know when my post is approved/rejected?
Once your post has been approved or rejected, you will be notified via notifications within the Zoho Social Dashboard. You will also receive email notifications with the change in status and feedback from the approver, if any.
Can I edit the post again once it's rejected?
Yes, you can edit a rejected post anytime, and send it back for approval.
Who can edit a post that is awaiting approvals?
The post-owner and Admins can directly edit any post that's still awaiting approval.