Team and client review links
Send posts to a client or a colleague for a yes or a change request. They open a link, enter a PIN and answer. They do not need an account.
Send posts for review
- In the Marketer, open the Posts tab and choose Select posts for client reviewIt is in the menu on that tab. Tick the posts you want checked. One review holds up to 50 posts. You can also choose Share for review from the menu on a single post.
- Choose Share for reviewA short form opens.
- Fill it inGive it a Title. Add a Message if you like. Choose how long it stays open under Expires after: 1, 3, 7, 14, 30 or 90 days. Choose the Page language your client reads. Set a PIN of 6 to 8 digits, or choose Generate PIN. A weak PIN is refused.
- Choose whether to Allow comments and Allow suggested editsTurn on what you want your client to be able to do.
- Choose Create linkYou get a Review link and a PIN. Choose Copy link and Copy PIN, and send them in two separate messages if you can. The PIN is only shown once.
What your client sees
- They open the linkThe page asks them to Enter your PIN.
- They go through the posts one by oneEach post shows Item 1 of 5, with Previous and Next. They see the picture, the caption and the channel.
- They choose Approve or Request changesRequest changes asks What should change? and needs a short note.
- They can comment or suggest wordingIf you allowed it, there are Comments and Suggest an edit, where they write their own version of the text.
- They finishA summary says how many are approved and how many need changes. They can choose Change my answers. They can also Print or save as PDF.
Too many wrong PINs lock the link. Your client sees This link is locked. Ask the sender for a new PIN. You fix it with Reset PIN, below.
Read the answers
Open Client reviews from the same menu in the Marketer. Each review shows a status and a New answers mark when something came in.
| Status | What it means |
|---|---|
| Waiting | Nobody has opened it yet. |
| Viewed | Opened, but not answered. |
| Changes requested | At least one post needs changes. |
| Approved | Every post is approved. |
| Expired | The time you set ran out. |
| Revoked | You turned it off. |
| PIN locked | Too many wrong PINs. |
- Feedback. Opens each answer with the note. You can reply to a comment from here.
- Accept or Decline a suggested edit. Accept asks Replace this caption? and swaps the text. Nothing is published either way.
- New link. Replaces the link. The old one stops working.
- Extend. Keeps it open longer. A review can stay open for 90 days in total.
- Reset PIN. Sets a new PIN, which also unlocks a locked link.
- Revoke. Turns the link off now.
- Delete. Removes the review and all its comments.
Teammates
People on your team who have a seat sign in and work in the workspace directly. Review links are for people outside it. Seats and invites. To let a client connect their own channels, use the invite link instead. Connect your channels.