Social Posting Settings
Set a familiar local time zone, choose the reviewer and keep the right people informed.
In the CRM: Social Media → Posting → Planner → Settings tab
Set defaults that suit your business
Choose your scheduling time zone by searching for a city or region, such as Los Angeles / Pacific. Set a default posting time that suits the audience and the team handling responses. Save the defaults after making changes.
The city-based time zone adjusts for daylight saving. Existing scheduled posts retain their saved times when you change the default.
Choose who reviews the content
Choose approval separately for each post in Review & schedule. Send for approval queues a secure email; the recipient can review through its link without a CRM account. Approval schedules the reviewed version for its future time.
- In Approval emails, choose the client’s account email or the option for another email recipient.
- Enter the other recipient’s address when that option is selected.
- Save the settings, then check the recipient shown when sending a post for approval.
- Use the optional approval note on that post to explain what needs checking.
Choose additional updates
Use Notifications for extra review and team updates, publishing failures, reconnection notices and successful-post updates. Choose the delivery method and whether the recipients should include the internal team.
Keep decisions easy to follow
Explicit approval emails and the owner’s and submitter’s decision notifications continue independently of these additional preferences while their access is active. Delivery-result emails to the owner are also separate.
For an agency, send the review request to the person who can approve the client’s offer and keep the internal team informed of delivery issues. For your own business, use the manager responsible for the campaign.