Send posts to a client for review

A review link belongs to one brand, and a brand is a social set. It can hold drafts, posts waiting for approval and scheduled posts of that brand.

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   1. Press the set's name in the top bar, then Manage social sets, and pick the brand.

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   2. Open Client and press New review link.

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   3. Enter the Client's name. They see it as a greeting, and your team sees it in Activity. Buzzmark remembers it for the brand's next link.

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   4. Under Posts to send, tick the posts. Pick all takes every post that can go, up to 30.

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   5. Under Link works for, pick 7, 14 or 30 days.

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   6. Leave Client can approve on, or switch it off for a link they can only read and comment on.

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   7. Press Make the link, then Copy link, and send it to your client in an email or a message. Buzzmark sends nothing to them itself.

To send a single post, open it in the post panel and press Send to client. The same dialog opens with that post ticked.

Owners and editors make links. On other plans the Client section shows what it does, with See plans.

The link opens a page with the brand's name and picture and your organization's name, built for a phone. Your client needs no account and no app. Press See what your client sees in the Client section to open a sample of the page with made-up posts.

• One post at a time, drawn as each platform will show it, with the account it goes to and the time it's planned for.
• The post's On-brand score, when it has one.
• Approve for the post in view, and Approve all for every post at once, which asks once before it acts.
• Ask for changes, with a note to your team.
• Comment, on the whole post or on the sentence they tap.

Your client sees their own notes on the page and none of your team's comments or names. When nothing waits for them any more, the page thanks them and says what they approved and what they asked to change.

A comment changes nothing about the post. It lands in the post's comments under "Client" and their name.

Whoever made the link, the post's author and whoever sent it for approval hear about each step in the bell, and get one email per step when Approvals is on in Notifications. Approving ten posts at once is one email. Activity records the step with the client's name.

A change request stays on Home under Needs you, one row per brand, and as a count on the brand in the set switcher. Open the post, make the change, and press Mark as handled in the post panel to clear it.

The brand's links are listed under Review links in the Client section: who each is for, how many posts it holds, how many are approved and how many have change requests, and until when it's open.

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   1. Open the brand's Client section.

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   2. Press Switch off this link on the link's row, then Switch off.

The link stops working at once, also on a page your client already has open. They see "This link was switched off" and who to ask for a new one. A link that reaches its last day shows "This link has run out". What your client already approved or wrote stays on the posts.

A connect link lets your client add their accounts to the brand themselves. They sign in at each platform, so no password changes hands, and they need no account here.

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   1. Open the brand's Client section and press New connect link.

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   2. Under Platforms to ask for, tick the platforms you need. The dialog says how many of your plan's accounts are free, and warns when the link would go past them.

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   3. Press Make the link, then Copy link, and send it to your client.

Your client opens the link on their phone and sees the brand's name, your organization's name and one row per platform. They press Connect, sign in at the platform, and come back to the page. On Facebook, LinkedIn and Google Business they then pick which Page, profile or business you should post to. Press See what your client sees under Connect links for a sample.

Each connected account appears under Accounts in the brand, ready to post to, and counts toward your plan's accounts like one you connect yourself. Whoever made the link and the owner hear about it in the bell, and Activity records it.

A connect link works for 7 days and once per platform. To stop it sooner, press Switch off this connect link on its row, then Switch off. Accounts already connected stay. Owners and editors make connect links.

A report shows your client what went out for their brand in a period and how it did. You send it as a link or as a PDF. The numbers are the ones Analytics shows for that brand.

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   1. Open the brand's Client section and press New report.

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   2. Under Period, pick Last month, This month so far, a number of days, or Pick the days for your own first and last day. A report covers up to three months.

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   3. Enter the client's name under Who it's for, and write Your note if you want one. The note sits above the numbers.

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   4. Press Preview to open the report as your client will see it.

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   5. Press Download PDF to send it as a file, or Make the link, then Copy link, to send it as a link.

Your client opens the link with no account. They see the period, your note, how many posts went out, how many times they were seen, the interactions and the followers, each with how it moved against the days before. Below that: one row per platform, the three posts that reached the most people, the weekday their audience answers most, and how many posts are planned next. Press See a sample report under Reports to look at one.

On the Agency plan, Period also has A campaign: the report then covers one campaign's own days and only its posts, with the campaign's name as its title. See Run a campaign and report on it.

Days are counted on the brand's own clock, so you and your client see the same days wherever you are. A dash means the platform doesn't report that number. The period never moves: a link always reports the days you picked, and the line under the report says when the numbers were read.

A report's link stays open for 30 days. To stop it sooner, press Switch off this report's link on its row, then Switch off. Owners and editors make reports.