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.

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