Manage Your Team and Client Workflow with Metricool's Approval System | METRICOOL TUTORIAL

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  • Опубліковано 11 гру 2024

КОМЕНТАРІ • 17

  • @metricoolapp
    @metricoolapp  Рік тому

    🚀 Create your free account at Metricool:
    metricool.com/?
    Use code TRYFREE and try any premium plan for 30 days FREE! 🎉

  • @nataliamartinez6586
    @nataliamartinez6586 5 місяців тому

    I love Metricool but I would love to send some feedback on the approval process from the approver side. I feel that the note/comment box for the rejected post feedback part and the post preview should be in the same pop-up instead of a separate one. The client or person needs to see the post at the same time as writing the edits to make sure they provide all the context, for example, copy-pasting a sentence to reference a rewrite of one specific part or video feedback by time stamps. For example, if my client wants to give feedback to the editor correctly they need to tell the video editor at 0:30 change the color of the letter to white. They can only make sure when both things are in the same location and they can go back and forth side by side.

    • @metricoolapp
      @metricoolapp  5 місяців тому

      Thank you so much for the feedback! We will relay your suggestions to our product team!

  • @KekeletsoMoloto-l9i
    @KekeletsoMoloto-l9i 7 місяців тому +1

    How do I get my clients to approve an entire calendar without sending them individual approval requests per post? From what I understand from this video, if I create 12 posts at once to send to my client, they'll get 12 email notifications for post approval which I'd imagine is quite excessive..

    • @metricoolapp
      @metricoolapp  7 місяців тому +1

      Hi! We're currently working on an update to this video but we have bulk sending now. You just need to go to the list view in the Planner section, select all the posts you want to send for approval, click on bulk actions and then "send to review"

  • @KatieDavies-z7g
    @KatieDavies-z7g 11 місяців тому +1

    If I were to send posts to be approved to my client on my premium plan, does my client need to create a metricool account of their own, and if so, would a basic free plan allow them to see and approve posts?

    • @metricoolapp
      @metricoolapp  11 місяців тому

      Hi Katie! Yes, they would need to create a Metricool plan of their own and then you could give them client access or a specific access of your choosing. They only need the free account on their end to access whatever you specify! :)

  • @elizabethleconey5542
    @elizabethleconey5542 Рік тому

    So to be clear, social media managers get no notification that posts are approved unless they go in to see?

    • @metricoolapp
      @metricoolapp  Рік тому

      Hi Elizabeth, currently at the moment, they will only get a notification if the post is rejected and if they have notes to see. Otherwise, the post will display as approved within the Planner. As this is a newly launched system, we are currently in the works to make some updates. We will take your feedback back to our Product team. :)

    • @oliviabacon802
      @oliviabacon802 11 місяців тому

      Is there any way to send 1 notification to my client to approve multiple posts? I don’t want to send them multiple emails for each post.

    • @metricoolapp
      @metricoolapp  11 місяців тому

      @@oliviabacon802 We are currently working on expanding our approval system! Now there is an option when sending a post to review if you want to send an email or not to the collaborator. You could choose to send only one post email prompting them to log in where they will then see notifications in "my tasks" to review multiple posts.

  • @kayanna418
    @kayanna418 9 місяців тому +1

    Which plan is this one

    • @metricoolapp
      @metricoolapp  9 місяців тому

      Approval system and user roles begin with the Advanced plan. :)

  • @tiffanyle9763
    @tiffanyle9763 9 місяців тому

    Do clients need to create an acc for viewing access? My client activated the link, but im not sure if they need to sign up too.

    • @metricoolapp
      @metricoolapp  9 місяців тому

      Hello! Yes, clients will need their own account for viewing access if you would like to give them the client role! They can just have a free account though and will inherit the Premium features by being invited.

  • @TheEricaMcKenna
    @TheEricaMcKenna 10 місяців тому

    How do i add my client? i sent them an invite but i can't see the linked platforms?

    • @metricoolapp
      @metricoolapp  10 місяців тому

      Hello! So you will need to still link the platforms on your account under the connections page. Once they are added, the client who was invited will have access to view the associated brands. 😁