External Link Approval Flow in Social Planner

TABLE OF CONTENTS

• Overview
• What You Can Do with This Feature
• Step 1: Generate an Approval Link
• Step 2: Share the Link
• Step 3: Approver Reviews the Post
• Step 4: Approver Takes Action
• Step 5: View Approval Status & Notes
• Managing Approval Links
  • Steps:
  • Available Actions:
• Link Expiry & Recovery
• Important Notes
• Best Practices

Overview

External Approval Flow allows you to share social media posts with clients or stakeholders for approval using a secure link (Magic Link) without requiring them to log in.

This helps you streamline approvals, reduce back-and-forth, and manage collaboration directly inside Social Planner.

What You Can Do with This Feature

• Share posts using a secure approval link
• Allow external users to approve, reject, or reschedule posts
• Add and view approval notes
• Track all approval links in one place
• Manage approvals without adding users to your account

Step 1: Generate an Approval Link

1. Go to Marketing → Social Planner
2. Select an Approver from the dropdown

3. Click Generate Approval Link

4. Set a password:

• Auto-generate OR
• Enter a custom password

5. Copy and share the link with your client or stakeholder

Step 2: Share the Link

You can share the approval link via:

• Email
• WhatsApp
• Slack
• Any messaging platform

Step 3: Approver Reviews the Post

When the approver opens the link, they can view:

• Post content (caption + media)
• Scheduled date & time
• Platform details
• Notes added by the creator

This ensures they have full context before taking action.

Step 4: Approver Takes Action

The approver can:

• Approve the post (with optional notes)
• Reject the post (with feedback)
• Reschedule the post
• Approve/Reject multiple posts (bulk actions)

Step 5: View Approval Status & Notes

Once action is taken:

• The post status updates in Social Planner
• You can view approval/rejection notes
• You can edit and resend if changes are required

Approved posts will proceed to scheduled publishing.

Managing Approval Links

You can manage all your approval links from one place.

Steps:

1. Go to Settings → Manage Links

Available Actions:

• View all approval links
• Check status:
  • Active
  • Expired
  • Revoked
• Regenerate links
• Revoke access
• Extend validity

Link Expiry & Recovery

• Links are valid for 30 days
• After expiry:
  • Approver can request a new link
  • You can regenerate the link instantly

Important Notes

• Approval links are password protected
• Links expire after 30 days
• You can regenerate or revoke links anytime
• Actions are restricted once a post is published
• Only users with required permissions can generate links
• The Approver can only open the approval link desktop/web view and mobile view is currently is progress and will release soon.

Best Practices

• Add clear notes for approvers to avoid confusion
• Share links with the right stakeholders only
• Regularly monitor approval status to avoid delays
• Regenerate links if clients report access issues