Ocoya simplifies social media management by providing an intuitive approval process to enhance collaboration between team members and clients. Follow these clear steps to streamline your social media approval workflow:
Step 1: Requesting Approval
After preparing your social media content:
Click the "Ask for approval" button in the bottom right of the post editor.
Select the recipient from your list. You can choose:
Client approval – Sending to clients for external feedback.
Internal approval – Sending to internal team members for review.
Step 2: Customizing the Approval Request
Customize the message to clarify your approval request. You can use the default message or modify it for clarity.
Example message for client approval:
"Dear client, I've sent you a post for your approval. Could you please approve or deny the changes? Best regards."
Example message for internal approval:
"Hey, I've sent you a post for internal review. Can you approve? Thanks."
Once ready, click "Send for approval".
Step 3: Approval Notification via Email
Recipients will receive an email notification:
The email clearly states: "Post is waiting your approval".
Recipients click on the "Review post" button provided in the email.
Step 4: Reviewing and Responding to Approval Requests
Recipients will be directed to the post:
The post awaiting approval will be clearly marked with an approval icon.
Review the content carefully.
Recipients then have two options:
Click "Approve" to confirm the post is ready for publication.
Click "Needs rework" if modifications are required, allowing them to provide feedback.
You can provide feedback in the discussion section.
Step 5: Finalizing the Approval
Once approved:
The post is scheduled and automatically published on the set date and time.
If marked as needing rework, the post creator receives feedback and can make necessary edits before resubmitting for approval.
Using Ocoya’s straightforward approval process significantly improves your team's efficiency, ensuring every post aligns perfectly with your brand’s standards and objectives. This streamlined system facilitates clear communication and collaboration, empowering your team to deliver consistently high-quality social media content.