Content Approval Flow is a tool used to manage Planned Content for Creators within a Campaign or Project.
Creating a Post Draft
After going to Content Approval and clicking on “Plan Content”, you will go through the experience of creating a Post Draft. You will have to choose the Group and Creator for which you want to create a Post Draft, and then select the details of the Post such as its Platform, Content Type, Due Date, Links etc.
⚠️ If you would like to learn more about Link Tracking in Post Drafts, go here.
⚠️ If a Creator is Hired, Post Drafts will be automatically created once Content is added into a Creator’s Planned Content section.
After creating a Post Draft, you are ready to cooperate with the Creator. You can either skip all Content Approval Phases, add Content on your own, or request the Creator to add Content.
Adding Content
After selecting “Add Content”, you can upload the Content to be approved. When doing so, you’ll also be prompted to add a caption for the Post.
Requesting Content
After selecting “Request Content”, the Creator will be notified and prompted to share their Content.
⚠️ If you are interested in how the experience looks on the Creator’s side, go here: Campaigns - Tagger for Creators
Once the Creator submits the Content, you will have the following options to choose from:
Approve or Reject the piece of Content in Internal Review
Send the piece of Content to a Collaborator
Request the Creator to post the content
Add more Content to this Post Draft
⚠️ If there are no Collaborators in the Campaign, the option to send Content for Collaborator Review will not be present.
Requesting the Creator to post Content
You can request for the Creator to post Content whenever you feel it is ready by selecting “Request Creator”. Once pressed, the Creator will receive a notification to post the requested content.
After posting the Content and pulling it into Tagger, the Creator can complete it by linking the Post Draft with the pulled piece of Content.
Finalizing the Content
After the content is posted and Completed, you can Finalize the Post Draft. Once finalized, the Post Draft will look similar to the Post below.
Concept Phase
The Concept phase serves as the brainstorming before uploading actual content. Once the posts have been created (either through the Proposal or manually added), select the post where a Concept is waiting to be uploaded.
You will have the ability to request a Concept or add a Concept. After the Concept has been uploaded, the review process begins.
Request Concept or Add Concept
Request Concept prompts Creators to log in to the Creator portal and upload a Concept.
Add Concept populates a space for you to provide the content description, the desired caption, any products required in the post, designate a post location, and/or attach a file. This information is then sent to the Creator as an outline for the future piece of content.
⚠️ Creators must be opted-in to Tagger to successfully receive email communication about content approval and upload content.
Once the Concept has been uploaded by the Creator, you can mark the Internal Review status as Approved or Disapproved.
From here, you can send it to the Collaborator for approval. If there are no Collaborators, you can approve on the Collaborator's behalf.
⚠️ If you are working with a Collaborator, be sure to share the Campaign with them via email and set their rights within the Campaign. To do so, head here: Add a Collaborator to a Campaign.
Comments - Within each draft, you are able to send Comments to the Creator, Collaborator, or Internal team members. This section can be used to relay any edits that may need to be made to the content/caption.
Subscribers/Watchers - You are able to add team members or Collaborators as Watchers on a specific piece of content. This will notify all watchers when a user, Creator, or Collaborator makes any change to the specified content or the status around it.
Ellipses - selecting the ellipsis will offer the following:
Rename: Rename the current draft.
Delete: Delete the current draft.
Add Content Manually: Manually add content to the draft.
Skip Content Approval: Skip content approval for Creators.
Link Tracking: Please note, if link tracking is part of the Organization's workflow, the link will be found within each post draft. Even if the link is live, you are able to copy or edit it by hovering over the link and selecting from the menu that populates to the left. As soon as the new or edited link is saved, it will be live.
Bulk Selection
The following actions can be performed in bulk:
Comment: You are able to comment on the drafts, visible to the Creator, Collaborator and/or Internal Team Member. Any comments made to the Creator will be visible to them.
Request: You are able to request Concept, Content, or Publication from the Creator or the Collaborator to Review, if applicable, from any Collaborators.
Subscribers:n You are able to add or remove Watchers from individual posts.
Due Date: Add a due date to multiple drafts at once.
Delete: Delete multiple drafts at once.
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