Understanding the External Approval Workflow in Eclincher

The External Approval Workflow feature in Eclincher allows you to involve individuals outside of your organization—known as External Approvers—in the post approval process. These approvers can provide their feedback or sign-off on social media posts without accessing the Eclincher platform directly, making this a great white label solution for collaboration.

External Approvers receive email notifications to Approve, Reject, or Edit a post before it gets published. This feature is particularly useful when seeking input from clients or stakeholders who are not part of your internal team. Let’s go over how to set up and use this workflow effectively.

Setting up External Approvers

Hover over the upper-right part of the screen and click on Publishing Settings.



Select the External Approvers tab.



Click on Add Approvers to add a new external approver. You will need to provide:

Approver's Full Name
Approver's Email Address
Linked Profiles (the social media profiles for which they will be approving posts)



After adding the relevant information, click on Save Changes.

The Email Status will initially be set as Verify email now. Click this text to send a verification email to the external approver. Once they verify their email, the status will update to Verified.

Available Options for External Approvers

Automatically publish scheduled post if user forgot to approve or reject:
This option allows the post to be published automatically if the external approver has not responded and the scheduled publishing time has passed.

Verification Email
Customize the subject and body of the verification email by clicking on Edit Template.



Approval Email
You can also customize the approval email by clicking on Edit Template.

Utilizing the External Approvers Function

Create a scheduled post as usual.
Click on Options and select Approve post via email - send email to external approvers (approve/reject from the email itself) in the pop-up.



The external approver will receive an email with the options to Approve, Reject, or Edit Text for the post.



- Approve: The approver can approve the scheduled post, and they will see a confirmation page


- Reject: If the post is rejected, it will not be published.


The External Approval Workflow feature simplifies the process of obtaining approvals from people outside your organization, ensuring that all necessary stakeholders have a say before your content goes live. Remember, each email approver is linked to a dedicated profile, and approvals are managed solely through email, making it a quick and efficient solution.

If you have any questions or need additional help, our Support Team is available 24/7 to assist you.

Thank you,
The eclincher Support Team

Updated on: 05/10/2024