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External Link Approval Flow in Social Planner

Approval flow via external link in social planner

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On this page
  1. Overview
  2. What You Can Do with This Feature
  3. Step 1: Generate an Approval Link
  4. Step 2: Share the Link
  5. Step 3: Approver Reviews the Post
  6. Step 4: Approver Takes Action
  7. Step 5: View Approval Status & Notes
  8. Managing Approval Links
  9. Steps:
  10. Available Actions:
  11. Link Expiry & Recovery
  12. Important Notes
  13. Best Practices

TABLE OF CONTENTS

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
  1. Go to Marketing → Social Planner
  2. Select an Approver from the dropdown
Step 1: Generate an Approval Link (image 1 of 9) What this shows Go to Marketing → Social Planner Select an Approver from the dropdown What this shows Illustrates the "Step 1: Generate an Approval Link" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 1: Generate an Approval Link" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Go to Marketing → Social Planner Select an Approver from the dropdown. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 3. Click Generate Approval Link. Image 1 of 9 Where to goGo to Marketing → Social Planner Select an Approver from the dropdown
Fields in this part of the guide Auto-generate OR
Buttons and menus referenced Marketing → Social PlannerApproverGenerate Approval Link
Next step3. Click Generate Approval Link
All 2 steps in this procedure
  1. Go to Marketing → Social Planner
  2. Select an Approver from the dropdown
Step 1: Generate an Approval Link (image 2 of 9) What this shows Go to Marketing → Social Planner Select an Approver from the dropdown What this shows Illustrates the "Step 1: Generate an Approval Link" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 1: Generate an Approval Link" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Go to Marketing → Social Planner Select an Approver from the dropdown. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 3. Click Generate Approval Link. Image 2 of 9 Where to goGo to Marketing → Social Planner Select an Approver from the dropdown
Fields in this part of the guide Auto-generate OR
Buttons and menus referenced Marketing → Social PlannerApproverGenerate Approval Link
Next step3. Click Generate Approval Link
All 2 steps in this procedure
  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
Step 1: Generate an Approval Link (image 3 of 9) What this shows Auto-generate OR Enter a custom password What this shows Illustrates the "Step 1: Generate an Approval Link" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 1: Generate an Approval Link" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Auto-generate OR Enter a custom password. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 5. Copy and share the link with your client or stakeholder. Image 3 of 9 What to fill inAuto-generate OR Enter a custom password
Fields in this part of the guide Auto-generate OR
Buttons and menus referenced Marketing → Social PlannerApproverGenerate Approval Link
Next step5. Copy and share the link with your client or stakeholder
All 2 steps in this procedure
  1. Go to Marketing → Social Planner
  2. Select an Approver from the dropdown

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

You can share the approval link via:

  • Email
  • WhatsApp
  • Slack
  • Any messaging platform
Step 2: Share the Link (image 4 of 9) What this shows Email WhatsApp Slack Any messaging platform What this shows Illustrates the "Step 2: Share the Link" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 2: Share the Link" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Email WhatsApp Slack Any messaging platform. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: When the approver opens the link, they can view. Image 4 of 9 What this coversEmail WhatsApp Slack Any messaging platform
Fields in this part of the guide EmailWhatsAppSlackAny messaging platform
Next stepWhen the approver opens the link, they can view:
Example values
Email
priya.raman@northgatedental.com

Illustrative values showing the expected format. They are not read from the screenshot.

All 4 steps in this procedure
  1. Email
  2. WhatsApp
  3. Slack
  4. 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 3: Approver Reviews the Post (image 5 of 9) What this shows This ensures they have full context before taking action. What this shows Illustrates the "Step 3: Approver Reviews the Post" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 3: Approver Reviews the Post" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: This ensures they have full context before taking action. Immediately after, the guide continues: Approve the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions). Image 5 of 9 What this coversThis ensures they have full context before taking action. Next stepApprove the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions)

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 4: Approver Takes Action (image 6 of 9) What this shows Approve the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions) What this shows Illustrates the "Step 4: Approver Takes Action" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 4: Approver Takes Action" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Approve the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions). This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: The post status updates in Social Planner You can view approval/rejection notes You can edit and resend if changes are required. Image 6 of 9 What this coversApprove the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions)
Fields in this part of the guide Approve the post (with optional notes)Reject the post (with feedback)Reschedule the postApprove/Reject multiple posts (bulk actions)
Next stepThe post status updates in Social Planner You can view approval/rejection notes You can edit and resend if changes are required
All 4 steps in this procedure
  1. Approve the post (with optional notes)
  2. Reject the post (with feedback)
  3. Reschedule the post
  4. Approve/Reject multiple posts (bulk actions)

Step 4: Approver Takes Action (image 7 of 9) What this shows Approve the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions) What this shows Illustrates the "Step 4: Approver Takes Action" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 4: Approver Takes Action" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Approve the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions). Immediately after, the guide continues: The post status updates in Social Planner You can view approval/rejection notes You can edit and resend if changes are required. Image 7 of 9 What this coversApprove the post (with optional notes) Reject the post (with feedback) Reschedule the post Approve/Reject multiple posts (bulk actions) Next stepThe post status updates in Social Planner You can view approval/rejection notes You can edit and resend if changes are required

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.

Step 5: View Approval Status & Notes (image 8 of 9) What this shows Approved posts will proceed to scheduled publishing. What this shows Illustrates the "Step 5: View Approval Status & Notes" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Step 5: View Approval Status & Notes" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: Approved posts will proceed to scheduled publishing. Immediately after, the guide continues: You can manage all your approval links from one place. Image 8 of 9 What this coversApproved posts will proceed to scheduled publishing. Next stepYou can manage all your approval links from one place.

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

Available Actions: (image 9 of 9) What this shows View all approval links Check status: Regenerate links Revoke access Extend validity What this shows Illustrates the "Available Actions:" section of "External Link Approval Flow in Social Planner". This screenshot appears in the "Available Actions:" section of "External Link Approval Flow in Social Planner". The text alongside this image reads: View all approval links Check status: Regenerate links Revoke access Extend validity. Immediately after, the guide continues: Links are valid for 30 days After expiry. Image 9 of 9 What this coversView all approval links Check status: Regenerate links Revoke access Extend validity Next stepLinks are valid for 30 days After expiry:

  • 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

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