The Best Client Approval Process For Social Media Management Agencies

What are the benefits of a client approval process?

A strong client approval process benefits both the client and the agency.

From the client’s view, seeing content before it is posted helps them ensure each post is on message and relevant to their audience. This is also an opportunity to check for any visual or grammatical errors.

Your clients care a lot about the content on their feeds. Allowing them to review and give input builds trust between them and your agency.

This process also allows the agency to delegate workloads and provide content and project management accountability.

A well-designed workflow streamlines operations, prevents errors, and adds a level of professionalism to your agency.

Scrappy marketing agencies have used free tools like Google Docs and spreadsheets. They rely on these to create social media approvals manually, which takes time to create. 

Additionally, these manual processes might not accurately depict the final product.

Plus, using tools designed for something other than creating approvals means shoehorning solutions to make it work. Wouldn't it be great if your approval process was automated?

Build an automated social media approval process with Cloud Campaign

Your social media approval workflow should be easy to use, implement, and track.

Thankfully, Cloud Campaign has a built-in approval feature. This makes it fast and easy to create and send approvals from a single app. Here’s how!

Simply click “Approvals” from your navigation bar to start the process. 

Once you’re there, click “New Approval”, and add a title for your approval. 

Next, click Select Content to pick which posts you want to include in the approval. You can search your library for content using the Category tags, search bar, or filtering tools.

Once you've selected the content you want to include, click “Add Items” to add them to the approval. 

You can use the Internal Approval toggle to review content within your team. This way, your clients won't receive those messages. Perfect for honing in content before it gets to the client.

Note that this feature only applies to Client user accounts that have been added to the brand’s workspace. Click here to learn more about adding users and their respective roles.

There's also room to add any comments or instructions to the approval.

Click “Create Approval” once you're ready, and in seconds you'll have a sharable link you can send to your team or clients for review. 

Viewers can access the approval from any browser, including mobile, and leave timestamped comments and image responses on content. 

Reviewers can approve individual posts or all content simultaneously, with relevant notifications sent to the team when needed.

Content will only be posted to social media if it is approved. So you can safely schedule content in advance and send out content approvals only when needed. It sure does beat using a spreadsheet!