How do I run client approval for social posts without giving clients a sign-in?

Send each post to the reviewer as it will appear, with the caption, artwork and planned date, and ask for one of two answers: approve, or change this. Record who answered, what they said and when, against that version of the post.

Do not schedule a post until its approval is recorded. Sign-off is a record of a decision; it only protects you if your process waits for it.

A client sign-in sounds tidy and rarely is. Clients forget passwords, share one account among four people, and see drafts and internal comments they were never meant to. Every extra seat is also someone who can change a post you thought was finished.

Most reviewers want one thing: to see the post and say yes or no. A link that opens that post, with two buttons, asks less of them and gets answered faster. The trade-off is that a link is weaker proof of identity than a sign-in, so treat it accordingly.

1. 1Agree who approves. Name one approver per brand, and a stand-in. "Anyone at the client" means the answer you get is from whoever saw the email first.
2. 2Check the post before it goes out for review. Run your own checks first: the blocked-phrases list, reused hashtags and figures, platform limits. A client should be approving the message, not proofreading.
3. 3Send the final version. Caption, first comment, every slide or the video, the account and the planned date. If the reviewer approves something other than what ships, the approval is worth nothing.
4. 4Ask for one decision. Approve, or request changes with a note. Open-ended "thoughts?" produces a thread, not a decision.
5. 5Set a deadline. A link or request that expires forces an answer and stops an old version being approved weeks later. Two or three working days is a reasonable rule of thumb.
6. 6Record the decision against the version. Who, what, when, and which version. If the post changes after approval, the approval no longer applies to it; send it again.
7. 7Schedule only what is approved. Make this a step someone does, not an assumption. Before scheduling the week, check every post has a current approval.

A shared folder of exported post previews and a spreadsheet will do. The sheet needs one row per post with columns for version, sent on, approver, decision, note, decided on, and scheduled. Send the reviewer a link to the preview, not the folder, and ask them to reply with approve or a change.

Copy each answer into the sheet the day it arrives. An approval that lives only in someone's inbox cannot be found when the client later asks why a post went out. Add a simple rule to the sheet: a post whose version is newer than its approved version turns red.

Most rounds end in a change request, not an approval, so plan for it. Ask the reviewer to say what is wrong rather than rewrite the post; "the second slide overstates the saving" is easier to act on than a new caption pasted into an email.

Change only what was asked for. A revision that also tidies three other lines forces the reviewer to read the whole post again and invites a second round. Keep every earlier version, so you can show what changed and go back if the new version is worse.

Then send the new version as a new request. Do not treat the earlier approval, or the earlier change request, as covering it. If the same point comes back twice, it probably belongs on your blocked-phrases list so the next draft never makes it.

Be clear with your team about what sign-off enforces. In most setups, including a spreadsheet, recording an approval does not stop an unapproved post from being published; the scheduler does not know or care. The protection comes from the step where a person checks approvals before scheduling.

By default the same is true in CampaignFlow, described below: approval is a record. A brand can turn on "require approval before publishing" for a hard gate; without it, the gate has to be your process.

CampaignFlow sends a reviewer a link from which they can approve the post or ask for changes, without an account. The quick share link from a post lasts 72 hours and records one decision.

For more than one round of eyes, an approval workflow has up to six stages. Each stage is named teammates, a role, or outside reviewers by link, with a deadline and reminders; links sent through a workflow last 14 days, and decisions waiting on you collect in the Approvals inbox.

Approval is sign-off by default. Turn on "require approval before publishing" for the brand and an unapproved post can't be scheduled, and a scheduled post whose approval is withdrawn, for example by an edit after approval, is held back until it is approved again.

Separately, each post is re-checked 15 minutes before it goes out, and held back at sending time if it is not ready. For agencies, every brand sits behind one sign-in; see CampaignFlow for agencies and the features page.