How to send posts to a client for approval
Open the brand's Client section, press New review link, tick the posts and press Make the link, then send the link to your client.
Your client opens it with no account, sees each post as its platform will show it, and approves it, asks for changes or comments.
Review links come with the Scale and Agency plans, and a link works for 14 days unless you pick 7 or 30.
Make a review link
1. Press the set's name in the top bar, then Manage social sets, and pick the brand.
2. Open Client and press New review link.
3. Enter the Client's name.
4. Under Posts to send, tick the posts. Pick all takes every post that can go, up to 30.
5. Under Link works for, pick 7, 14 or 30 days.
6. Leave Client can approve on, or switch it off for a link they can only read and comment on.
7. Press Make the link, then Copy link, and send it in an email or a message. Buzzmark sends nothing to them itself.
Warning: The link is shown once. After you press Done it can't be shown again, so copy it first. If it gets lost, make a new link.
To send one post, open it in the post panel and press Send to client. The same dialog opens with that post ticked.
What their answer does
| The post is | They approve | They ask for changes |
|---|---|---|
| Waiting for approval | It goes out at the time that was asked for, if that time is still ahead. | It returns to the drafts, with their note as a comment. |
| Scheduled | Their approval is recorded. It goes out as planned. | It stays scheduled, with their note as a comment. |
| A draft | Their approval is recorded. You schedule it. | Their note is a comment on the draft. |
A change request stays on Home under Needs you. Open the post, make the change and press Mark as handled in the post panel to clear it.
One address for every review
On the Agency plan, a brand can have a client portal instead: one address under your agency's name where your client sees the posts you switch on with Show in client portal, approves them and reads their reports. They get in with a code sent to their email. See Give a client their own portal.
Questions
Does my client need a Buzzmark account?
No. The link is all they need, and it opens in any browser.
Can I stop a link before it runs out?
Yes. In the brand's Client section, press Switch off this link on its row, then Switch off. It stops working at once.
How is this different from approval inside my team?
A contributor's Buzz waits for an owner or editor in Activity. A review link is for someone outside your organization.
The full guide in the docs
- Client review linksOn the Scale and Agency plans, an owner or editor makes a review link for up to 30 posts of one brand and sends it to the client.
- Client portalOn the Agency plan, each brand can have a client portal: one address where your client sees the posts you switch on, approves them or asks for changes, and reads how their posts did.