The social media approval process + 5 best practices

The social media approval process + 5 best practices

If you’re in charge of social media for your company, you’ll know how painful getting feedback and approval on your posts and campaigns can be. Especially when there are lots of stakeholders involved. Even more so when you’re working to a tight deadline.

Conflicting opinions. Non-stop chasing. Round after round of amends. You haven’t got time (or the patience) for this!

But with an effective social media approval process in place – and the right marketing approval software to help you out – things become a whole lot easier and a whole lot faster. 

In this guide I’ll walk you through the five-step social media content approval process and share five best practices to make your workflow more efficient. Missed deadlines and up-all-night stress will soon be a thing of the past.

The five-step social media approval process

The key to a smooth, simple, and successful social media approval process is using specifically designed software to help you out. With the right platform, you can bring together all your projects, assets, versions, stakeholders, and (most importantly) feedback – all in one place. 

Here’s what an effective five-step social media approval workflow looks like:

1. Set up your project and review steps

In Filestage, your project is the home of any assets related to your social media campaign, no matter what file format or channel they relate to. For an Instagram campaign it might include videos, photos, and the accompanying copy. For a Twitter campaign it might be graphics and text.

Once your project is up and running you’ll be able to see things like:

  • Who has approved each file
  • How many versions have been shared
  • Which files have feedback that’s ready to be worked on
  • How many comments have been added
  • Who still needs to submit a review decision

You can then set up your review steps to clearly define who needs to look at your assets at each stage of the process. You might start out by consulting the rest of the social team in step one, then bring in the wider marketing team and the product team (or the client if you’re agency-side) in step two. The final step might involve getting sign-off from compliance and senior leadership.

Dashboard with multiple review steps - EN

2. Upload your content calendar and assets for approval

You’ve created a project and set up your review steps. Now it’s time to share your content. You might want to start by uploading your content calendar to your project to get approval on concepts. Once you’ve got the green light, you can create the assets themselves and share them for feedback and approval.

Team-only comment

3. Invite reviewers and set due dates for feedback

Your assets are uploaded, now you can invite your reviewers to the relevant review steps, and add due dates for each file and step. That way, everyone knows when their feedback is needed to keep things moving forward. And if people still haven’t given feedback before the due date, Filestage will send them an automatic reminder so that you don’t have to chase.

Set due date

4. Collect feedback and collaborate with your reviewers

Review steps? Check. Assets uploaded? Check. Due dates set? Check. Time to sit back and relax as your feedback rolls in. 

In Filestage, adding feedback is easy, dynamic, and collaborative. Reviewers can use annotation tools to highlight, strike through, add shapes and emojis, and even draw freehand directly on top of your content. They can add attachments too.

For video content, they can click and comment, and their feedback will be attached to that timecode. Just click on their comment and you’ll jump to that frame in the video. 

And because everyone in each review step gives feedback in the same place, it’s easy to reply to comments, tag teammates, and resolve conflicts so that everyone is aligned before you get started on the next version.

Design file

5. Make edits and share new versions until you get approval

Once you’ve received everyone’s feedback and clarified any questions or conflicts, you can implement the changes and share the updated version with the review team. You might have to go through a couple of rounds of amends, then once everyone’s given the green light, you’re ready to go live with your social media content!

It’s as easy as that!

Dashboard with multiple review steps

Five best practices for your social media approval workflow

Now that you know the steps, let’s take a look at how you can speed up the social media content approval process to make sure every post and story goes live exactly when it’s supposed to. 

1. Collect feedback on top of your content

Collecting feedback from email, chat, and all manner of other sources is always a struggle. Especially when it comes to visual content. When you’re trying to figure out exactly which parts of an image, a design, or – harder yet – a video everyone is talking about, that struggle quickly escalates into mission impossible! 

Collecting feedback right on top of your content helps to make comments much clearer and avoid frustrating miscommunication.

Here are a few other ways Filestage makes feedback easier:

  • Zoom, rotate, and drag to hone in on every detail of your social media designs
  • Click anywhere to create a marker and add a comment
  • Highlight text to give feedback on a specific word or sentence in a social post
  • Strikeout text to show which parts should be deleted
  • Draw annotations to make feedback clearer and more visual
  • Add attachments to your comments like references and essential assets

2. Keep discussions in context to avoid conflicts

When you’re managing feedback from multiple stakeholders and dealing with their (often conflicting) comments and thoughts, things can get pretty confusing. 

With Filestage, you and your reviewers can collaborate in real time. Comments appear right away, in context, and for everyone to see, so you can iron out any conflicts there and then. 

With Filestage, you can also:

  • Tag people in a comment thread to bring them into the conversation
  • Post team-only comments and replies to talk privately with your teammates
  • Save comments with timestamps, so you have a record of every discussion

3. Tick off comments while creating the next version

With multiple review rounds full of multiple recommendations from multiple stakeholders, it can be challenging to keep track of what you’ve already actioned and what still needs doing. 

One of the most effective – not to mention rewarding – practices is to tick off comments as you go along. 

With Filestage, you can easily manage feedback by ticking off comments as you resolve them, leaving you with a clear picture of what you still need to act on. That way, you minimize your chances of forgetting anything and getting set back.

4. Make it easy for reviewers to compare versions

When reviewing the latest version of your social media content, you reviewers might want to see a before and after to be sure that the latest amends were worthwhile. They might also want to check that all their feedback has been implemented. 

By giving them an easy way to do this, you can dramatically speed up the social media approval process.

With Filestage, you can see two versions of your social media content side by side in one platform:

  • Choose which two versions you want to compare
  • Show and hide the comments for both versions
  • Click on comments to show which part of the design or post they refer to
  • Add or reply to comments while comparing versions to make sure you have full context

5. Set review due dates to avoid delays

Your social posts are often timely, which means you can’t afford to get delayed and miss a deadline. When you need feedback and approval from multiple stakeholders, timelines can get pushed to their absolute limits.

To get around this, it’s a good idea to set deadlines for every round of feedback. That way, your reviewers can prioritize their workload, making sure you get what you need, when you need it. 

With Filestage, you can set due dates for each file review. Your reviewers will receive automated reminders when the deadline is approaching, which saves you the job of chasing and hassling. It’s a win-win situation!

How software helps to speed up your social media approval process

Giving or collecting feedback on social media content without a proper tool can be a long and time-consuming process. And time is often the one thing you don’t have on your side. Social media approval software like Filestage can help to speed up the process. 

Here’s how: 

  • One platform for everything – save time searching for the latest versions of your assets and scattered feedback
  • File formats – review videos, images, copy docs, PDFs, audio files, and more
  • Due dates – to keep your projects on track and help you meet deadlines
  • In-context comments and visual annotations – for clear feedback that shows up in real time
  • To-do lists – turn comments into a to-do list so that your team knows exactly what needs amending
  • Version history – to keep tabs on previous comments 
  • Review steps – so your assets get approved by the right people at the right stage of the process
  • Project dashboards – to keep track of who you’re still waiting to hear from

Final thoughts

I hope you’ve enjoyed learning about the social media approval process and the best practices that will make your workflow more efficient. 

If you’d like to see for yourself how Filestage could help with your social media approval workflow, you can start a free trial here →

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