How to send posts for review with Metricool's approval system

Metricool’s approval system lets you send posts to teammates or clients for review before they go live. You can assign internal collaborators or external reviewers by email, set how many approvals are required, and track the status of each post from the calendar or your task list.

This feature is available on the Advanced and Custom plans. It is also available in the mobile app.

Before you start

Make sure your account and team are set up for approvals:

• You need an Advanced or Custom plan.

• The person sending posts for review needs a role that includes editing permissions, such as Admin or Editor.

• Reviewers are typically assigned the Client role, which has view permissions and can approve or reject posts.

• Users with the Content Creator role must send all posts through the approval system before they can be published.

• You can also add external reviewers by email, even if they do not have a Metricool account.

For more details on roles and permissions, see User Management.

How to send a post for review

1. In the side menu, go to Planning and create the post you want to schedule.

2. Click Send for review instead of scheduling the post directly.

3. In the Send for review modal, choose your reviewers:

   • Start typing a collaborator’s name to select an existing team member.

   • Or type an email address to add an external reviewer.

   • You cannot add an email that already belongs to a collaborator in the same brand.

   • White-label end users can only add external reviewers by email.

4. Choose the approval criteria for the post. See the next section for the exact options.

   A rejection always stops the post from publishing.

5. Choose the language for the review page. This only applies to reviewers without a Metricool account.

6. Choose whether to also notify Metricool users by email. External reviewers always receive an email.

7. Click Send. The post is added to the calendar with a Pending review status.

Choose your approval criteria

The approval criteria determine how many reviewers must approve the post before it can be published. Rejection always blocks publication, regardless of the rule you choose.

What happens after you send

Once a post is sent for review, its status is visible on the calendar and in task lists:

• Pending review (yellow): The post is waiting for one or more reviewers to act.

• Approved (green): The post has met the approval criteria and is queued for publication at the scheduled time.

• Rejected (red): A reviewer rejected the post. It will not be published.

Reviewers can take action in two ways:

• From the review email, if they do not have a Metricool account.

• From My Tasks in Metricool, if they have an account.

When multiple reviewers are assigned, the post stays in Pending review until enough approvals are received or until one reviewer rejects it. You can click the post on the calendar to see the detailed status for each reviewer.

For detailed instructions on how reviewers approve or reject, see How to approve or reject a scheduled post in Metricool.

What to do if your post is rejected

If a reviewer rejects your post, you can find the rejection note (if they left one) in two places:

• Check your email: Metricool automatically sends you an email when your post is rejected. If the reviewer left a note, it will be included in the email.

• View in Metricool from My Tasks:

1. Go to Main menu (☰) > My Tasks.

2. Click the Rejected tab.

3. Click on the "Rejected" badge or the pencil icon on the post row.

4. A preview will open. Click View configuration.

5. The post editor opens showing the "Rejected" status. Click on Notes to see the rejection note (if any) and other post events.

You can also find rejected posts from the Calendar:

1. Go to Planning > Calendar.

2. Filter by Rejected status.

3. Click on the post to open it.

4. Click on Notes to view the rejection note (if any) and post events.

After reviewing the feedback, you can edit the post and Send for review again to restart the approval process.

Send multiple posts for review at once

You can send several posts for review in one action from the list view:

1. Go to Planning > List.

2. Select the posts you want to send for review.

3. Click Bulk actions and choose Send for review.

4. Choose the reviewers and approval criteria, then confirm.

You can also use Bulk actions to approve or reject multiple posts that are assigned to you, or delete pending posts from the calendar. You cannot delete posts that have already been published from the calendar — you must delete them directly from the social network.

FAQs