This guide will provide you with step by step instructions on Social Media Management in Accelo.
The steps will be in the format of role/which department the step is for followed by the details.
- Social Exec – Begins task in Accelo, review number of posts & platforms.
- Social Exec – Creates required posts in Planable, marking them as ‘Team Only’ as they are made.
- Social Exec – Send note to Proofing.
- Proofing – Proofs posts, marking them as approved. Any required changes, step 5. Responds to Social Exec once they approved the posts. Continues to step 7.
- Proofing – Send changes back to Social Exec.
- Social Exec – makes required changes, proceeds to step 3.
- Social Exec – notifies AM to review posts.
- AM – review posts, any required changes are sent to Social Exec and return to step 6. Once AM approves all posts, mark the posts as ‘Visible to Client’ & notify the Social Exec.
- AM – Emails or calls customer if required.
- Customer – Marks posts ‘not approved’ and adds notes as necessary. Post changes return to step 6.
- Social Exec – Planable auto publishes approved posts.