Reviewing a post before it publishes

Find a post that needs review

Review lets you check a post before it goes to Facebook and Instagram. You can change the video. Then you can post it now, or you can skip it.

Before you begin: Turn review on for that kind of post. Open Settings, then find Review before posting. Under If you don't respond, choose a wait, such as Post after 1 day, or choose Don't post. A wait means the post goes out when that time ends, if you do nothing. Don't post means the post stays until you select Post now.

  1. Open Content, then Social.
  2. Find the yellow banner at the top of the page.
  3. Select Review now. You can also open the post on the Calendar. The post says Needs review.

The numbers on the picture name these parts.

  1. Banner: This line says a post needs review. If you chose a wait, it also says when the post goes out.
  2. Review now: Select this to open the review panel for the post that needs review.
  3. Needs review: This is the post that needs review, on the Calendar. It shows where the post will go, and the time.

The review banner and the post that needs review on the Calendar

Review the look

The review panel opens on the right. Under the yellow line, the panel shows where this post will go. For example, 2 Facebook · 1 Instagram. Select the Look tab to choose the video style for this post only.

  1. Posts automatically: If you chose a wait, this is the time the post goes out when you do nothing. If you chose Don't post, the post stays until you select Post now.
  2. Look: Select this tab to choose the video style for this post.
  3. Look cards: Select one style for this post. The check mark shows the style in use. This change is for this post only. To choose the styles for every new post, open Settings, then Template selection. See Choosing Your Social Automation Templates.

The review panel on the Look tab

Change the photos

Select the Photos tab to change the pictures in the video. Each number is one spot in the video. Select a number to see that spot. Select a photo, then select the number, to put that photo in that spot. Use the arrows on a photo to change the order.

  1. Photos: This tab is where you change the pictures in the video.
  2. Photo tiles: The numbers are the order of the pictures in the video.
  3. Video preview: Play the video here to check your change.

The Photos tab in the review panel

Change the words on the video

Select the Text on video tab to change the words on the video. The start of the video has three lines. Badge is a short label. Title is the main line. Kicker is the smaller line under the title. The end of the video has the Call to action. That line tells the viewer what to do next.

  1. Text on video: This tab is where you change the words on the video.
  2. Title: This is the main line at the start of the video.
  3. Call to action: This is the line at the end of the video.

The Text on video tab in the review panel

Save your changes

When you change the look, photos, text, or caption, two buttons appear at the bottom of the panel.

  • Undo changes: Removes the changes you have not saved yet.
  • Keep edits: Saves your changes. It does not post the video. The panel confirms that your edits are saved. If you chose a wait, Placester still posts the video at that time, unless you skip it. If you chose Don't post, the video stays until you select Post now.

If you close the panel, or go back, with changes you have not saved, a Discard your changes? message opens.

  • Select Keep editing to go back to the panel. Then select Keep edits.
  • Select Discard to lose your changes.

Change the caption

Select the Caption tab. The caption is the text that goes out with the video on Facebook and Instagram. You can change that text here.

Select Post now to send the video now. It goes to the Facebook Pages and Instagram accounts shown in the panel.

Select Skip post to stop this post. This post does not go out. Your next posts are not changed.

  1. Caption: This tab holds the text that goes out with the video.
  2. Caption text: Change the text here.
  3. Skip post: Stops this post. The post does not go out.
  4. Post now: Sends the post now.

The Caption tab and the Skip post and Post now buttons

Post now

Each button opens a message first. The post does not go out from that button until you confirm. A wait can still send the post when that time ends. Don't post keeps it until you select Post now.

Select Post now to open the Post this now? message. The message says the post goes out to Facebook and Instagram right away. Select Post now in the message to send it. Select Cancel to keep the post in Needs review. If the post does not go out, Post now changes to Retry post. Select Retry post to try again.

  1. Post now: Select this to send the post right away.
  2. Cancel: Select this to close the message. The post stays in Needs review.

The Post this now? message for a post that needs review, with Post now and Cancel buttons

Skip the post

Select Skip post to open the Skip this post? message. Select Skip post in the message to remove the post from Needs review. The post does not go out. Select Cancel to keep the post in Needs review.

If Placester was going to post the item on its own at a set time, the message is different. For Post now, it says Post this now instead of waiting?. For Skip post, it says Skip this automatic post?. Select Cancel to keep the automatic post.

  1. Skip post: Select this to remove the post. The post does not go out.
  2. Cancel: Select this to close the message. The post stays in Needs review.

The Skip this post? message for a post that needs review, with Skip post and Cancel buttons

Turn review on or off

Open Content, then Social, then Settings. Find Review before posting.

  1. Review before posting: Turn review on when you want to check a post before it goes live. When review is off, posts go out on their own.
  2. Review first: Turn this on for each kind of post you want to check. The kinds are Blogs, New listings, Sold listings, and Active listings.
  3. If you don't respond: Choose what happens when you do not review the post in time.
  4. Wait time list: Choose a wait, such as Post after 1 day. The post goes out when that time ends. Choose Don't post when the post must stay until you select Post now.

To set up Social Automation for the first time, see Setting Up Social Automation. To see your posts, see Using the Social Calendar.

The Review before posting card in Social settings

Notifications

Open Content, then Social, then Settings. Find Notifications. You can also select the bell at the top of the page. The bell opens the same notes inside Placester.

  1. Notifications: Choose email or a text message for a post that needs review, a post that goes live, or a post that fails. Summary sends a weekly or monthly recap.
  2. In the app: This list is the notes inside Placester. These notes stay on. Select the bell to open the list.
  3. Sends to: This line shows who gets the email or the text message. It appears under Email and under SMS when you have more than one address or phone number. Select Edit to choose which ones. Then select Save.

The Notifications card and the notes in the app

Read a past summary

To see the recaps you received before, select View history under Summary. The list shows each weekly and monthly recap, newest first.

  1. Weekly recap: Each row is one saved recap. It shows the posts that went out, how many need review, and how many need action. Select a row to read it.
  2. Monthly recap: A monthly recap is saved the same way. It covers the whole month.

The Summary history list of saved weekly and monthly recaps

Open one recap

A recap opens on the right. The example below is a weekly recap.

  1. Posted: This counts the posts that went out in this period. It shows how many you approved, and how many went out on their own after the wait.
  2. Needs review: These posts need your review. Select a post to open it.
  3. View on Calendar: Select this to see the posts in this period on the Calendar.

Needs your action means a post failed to publish. Use the Calendar to retry it.

The Weekly summary drawer with the posted count, the posts that need review, and the View on Calendar button

Need more help?

For questions, concerns, or feedback, chat with our team at app.placester.com/chat.

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