The approval process is a customizable tool that ensures each case is vetted internally before being sent or posted online. You set credentials for each agent, determining who can post messages publicly and who needs approval. Cases go through a step-by-step process of creation, editing and review before going public.
Why set up an approval process?
Approval process helps avoid the embarrassment of posting the wrong message, whether with spelling mistakes, problems of tone, or incorrect information. It’s a powerful tool for teams of all sizes that ensure every message correctly reflects your brand image. Additionally, agents can escalate complicated issues to approving agents without losing track of ownership.
Who uses the approval process?
|People Involved||Benefit for You|
|New Agents||New agents get the hands-on experience they need without risking an embarrassing social media moment for your brand. As agents familiarize themselves with the system and brand language, permissions can be advanced.|
|Multiple Departments||Service requests often need input from IT or HR. Rather than using email, assign tasks directly in Brand Embassy with limited publishing credentials. This process will avoid mishaps and increase efficiency in even the most complex cases.|
|External Agencies||Many companies employ external agents whose work needs to be approved before it can be shown publicly. Review and approve the work of external agents before messages are sent or published.|
How to set up an approval process
Setting up an approval process is simple and can be done in a few minutes.
- Choose the agents who have permission to publish
- Agents who cannot publish create drafts with a live preview
- Drafts are sent for approval to a publishing agent
- Approved drafts are posted immediately
- Unapproved drafts are sent back for editing or are reassigned