Client approvals

A review link lets a client or manager see the slides and the captions, comment on exact spots, and approve or ask for changes. They do not need a Soda account.

Send a post for approval

1. 1Write and save at least one caption, so the reviewer sees the whole post.
2. 2In Post details, find Approval and choose Send for approval.
3. 3Optionally add the Reviewer's email and a Note for the reviewer.
4. 4Choose Send review link (with an email) or Create review link (without). Either way you can Copy the link and send it yourself.

The link works for 14 days. Sending again makes a new link and switches the old one off.

What the reviewer does

• Looks through the slides and reads the caption for each platform.
• Chooses Comment on a spot and clicks the design to pin a note exactly where it applies.
• Enters their name and either approves, or asks for changes and says what should change.

You are told in the app the moment they decide. Their comments appear in the Studio's comments panel, under their name.

What exactly is approved

An approval covers the design and the captions exactly as the reviewer saw them. If anyone edits a slide or a caption afterwards, the approval no longer applies and Post details says: "Edited since it was approved. Send it again before scheduling." Nothing a reviewer did not see can go out under their approval.

Require approval for a brand

For clients who must sign off everything: open the brand's Accounts tab and turn on Approval before publishing. Then, for that brand:

• A post cannot be scheduled until it is approved.
• A scheduled post that is edited after approval will not be published: at publish time Soda checks again, stops it, and alerts you.
• Without the switch, approval is optional: a nice record, not a gate.

Statuses