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Approvals

Social media approval workflow for agencies

A social media approval workflow for an agency needs three things: someone internal who reviews before a client sees it, a way for the client to approve or request changes without a login, and a record of who approved what. Here is how to set that up without it becoming another email thread.

By Angelina F. · Updated · 6 min read

A social media approval workflow for agencies needs an internal review before the client sees a post, a way for the client to approve or ask for changes without logging in, and a record of who approved what. In SkedCast, one approval step works on every plan, and multi-stage chains and guest links for clients come from Studio, with every decision kept on the post.

Key takeaways

  • Separate the internal review stage from the client-facing approval stage.
  • Give clients a guest link so they approve without taking a seat.
  • Keep a full history and comments on every post, not just the final decision.
  • Approve in bulk when a batch is ready, instead of post by post.

Building a social media approval workflow for agencies

Most agencies want two stages: an internal reviewer catches obvious problems first, then the client approves, rejects or requests changes. Multi-stage approvals let you define that chain per client, so a smaller client can skip straight to client approval if that fits how you work with them.

Give the client a way in without a login

A client approving from a guest link, with no SkedCast seat required, removes the biggest source of friction: asking a client to create an account just to say yes to a post.

Keep the record

Every review needs a history and comments trail attached to the post itself, so "who approved this" is answerable without searching email.

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FAQ

Does a client need a SkedCast account to approve posts?
No. A client can sign off from a guest link without a seat, with a full history and comments on the post.
Can I have more than one approval stage?
Yes, multi-stage approvals are available from SkedCast's Studio plan up: an internal reviewer first, then the client, or whatever chain fits how you work with a given client.
Can clients approve social posts without an account?
Yes. SkedCast's guest approval links let a client approve a post or ask for changes without logging in, from the Studio plan up.
Can I require more than one person to approve a social post?
Yes. Multi-stage approval chains, such as editor, account lead and then client, come with Studio and above; one approval step works on every plan.
Does one approval cover every network in the post?
Yes. In SkedCast an approval covers the whole post, so one approval releases every network it is going to.

Ready to broadcast everywhere?

Sign up free — no credit card. You land on the Free plan, and you can start a one-time 7-day Studio trial from your workspace whenever you are ready. Connect your first accounts, import a batch, and watch one post fan out across every platform.