Client review settings
Last updated
Last updated
To access the client review settings:
Open your workflow page.
In the Client approval step
Click "Actions" > "Settings"
Personalize your emails with a logo and a signature. These will be applied to all emails sent on your behalf in the system.
Recommended size: 50x50 px square or 50x140 px horizontal. Note: if no logo is uploaded, the rapidely logo will be used.
This is where you can add / remove / edit your reviewers.
To add a new reviewer, enter their email and click on the 'Add' button.
Click on the pencil ✏️ to edit name, email address and preferred language.
If you want to delete a reviewer, click on the trash can 🗑
Once a reviewer is added to the list, they can access the Client view.
You can add as many reviewers as needed. However, remember that all reviewers will receive reminders if a post hasn't been reviewed within the designated timeframe.
You can also copy a direct link to their personal Client view page by clicking Client page direct link.
This link provides unrestricted access without authentication. If you want them to input their email for authentication purposes, delete ?c=xxx from the URL.
To ensure your posts get reviewed on time, Rapidely provides an automatic reminder system that sends emails to your reviewers if they haven't reviewed a post within the set deadline. Here's how to set it up:
Set the deadline limit after which a reminder should be sent. For example, if you want to send a reminder two days before the post is due to be published, enter '2' in the field.
Activate (or deactivate) automatic system reminders. Once activated, Rapidely will automatically send reminder emails to all reviewers. Note that these reminders are sent to all reviewers listed for this account.
Choose what happens if they don't validate the post in time. If you have enabled automatic reminders, this information is sent with the reminder email to inform the reviewer whether the post will be published anyway or not.
If a post hasn't been approved, it won't be published automatically. You'll have to schedule or post it manually if the option is "the post will be published as is".
You can also send yourself an example email to see what your recipients will get. Please note that the information sent is "dummy data", not the posts in your workflow.
Save custom email texts that can be used repeatedly when interacting with your reviewers.
To create a new email text:
Input a Title and an email message in the input fields.
Click on Save text.
Editing an existing saved email text is just as easy. Just click on the text in the messages and edit it. It will save automatically.
This feature can save you a lot of time by eliminating the need to write the same emails over and over again. It also ensures consistency in your communication and keeps your messaging on-brand.
The signature that you added at the "customize" step will be added to the email, so no need to add your signature here.
Keeping track of your emails and their status is crucial for effective communication and smooth workflow transitions.
You can keep track of the emails you sent to your reviewers through the rapidely emailing options.
The status of your sent emails can be categorized into three types:
Delivered: This status indicates that the email has successfully reached the recipient's inbox.
Opened: This status shows that the recipient has opened and presumably read the email.
Clicked: This status is displayed when the recipient has clicked on the unique review URL included in your email, indicating they have accessed the posts for review.
If a reviewer does not engage with a post-review email within the set deadline, consider reaching out to them directly to ensure they're receiving the emails and able to access and approve the content effectively.
