Rapidely documentation
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  • 👋Welcome to rapide.ly
  • Introduction
    • 💡Overview
    • ✨Key Features
    • 🛠️Getting started
      • 📝Set up your strategy
      • 🚚Review and move ideas
      • 💻Prepare content & plan or post
      • 🙋Set up your Workflow and Team
  • SECTIONS
    • 💡Ideate
      • Monthly idea generator
        • Strategy
          • 1️⃣Account information
          • 2️⃣Social media
          • 3️⃣Set up your strategy
          • 4️⃣Review & Launch your month of content
          • 5️⃣Use the Month of Ideas suggestions
      • AI Chat
      • My ideas
    • 🥳Create
      • Create a new post
        • Carousel maker
          • Create a carousel
            • Select your options
            • Choose your structure
          • Customize your carousel
          • Carousel design
          • Publish your carousel
        • Duplicate (and rewrite) post
      • Post bundles
      • International Days
      • Your posts
    • 📅Plan
      • Calendar
      • Workflow
        • Internal workflow
        • Client Review
          • How it works
          • Client review settings
          • Client review emailing
          • Composer client review elements
          • The Client view
        • Publishing workflow step
        • Moving posts through the Workflow
        • Workflow symbols
      • Events / Campaigns
    • 📤Posting to social media
      • 🔗Linking your social accounts
        • Linking an Instagram account
      • 📤Posting / scheduling to social media
        • 🔙Cancelling a scheduled post
        • 🗑️Deleting a post from social media
        • 🎠Posting carrousels on social media
        • 💬Posting 1st comment
      • 📈History & Analytics
      • ℹ️Beta - Known limitations & issues
      • 🛠️Troubleshooting
        • I can't connect my accounts
        • I don't see my Facebook account in the list
        • Trouble connecting an Instagram account
        • Instagram / Facebook permissions error
    • ⚙️Settings
      • Account Settings
        • Tokens usage for period
        • Team
      • User settings
        • Manage your Subscription
    • 🛍️Business Accounts
  • FAQ's
    • 🎨Frequently Asked Questions
      • Change email address
      • Update my strategy
      • What are Tokens and how do they work
      • Change user language
      • Refunds
      • Credit card debit not matching subscription price
      • Managing subscription
      • Invoices
      • How to delete my user account
      • Something isn't working
      • Affiliate program
  • SUPPORT
    • 📍Contact us
    • 📍Feature Requests
  • UPDATES
    • 📍Release notes
      • August 2023 - Client review
      • July 2023 - social posting & more
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On this page
  • Activating client review
  • Review Status Bar
  • Client comments side panel
  • Inform client when changes are made
  1. SECTIONS
  2. Plan
  3. Workflow
  4. Client Review

Composer client review elements

View the Client Review progress and comments in the post composer

PreviousClient review emailingNextThe Client view

Last updated 1 year ago

In addition to the client approval elements showing in your , you can also manage the client review status and comments in the post composer page.

Activating client review

In the Workflow drop down, you can directly move the post into the Client Review stage without having to close the post.

  1. Click on the Workflow element in the menu

  2. Choose Client Review

Review Status Bar

As soon as the post enters the client review workflow stage, a color bar appears at the top of the post with client review status and indicates if there are any comments.

Client comments side panel

You can leave a comment about the post or view comments left by the reviewer in the Client Comments side panel.

To open the Client comments side panel:

  1. Click on View Comment in the bar (or Collaboration menu > Client comments)

In the Client comments side panel you can:

  1. Leave a message or information about the post for your reviewer.

  2. See comments left by your reviewer

  3. Mark the post as updated with requested changes

  4. Leave a message about the changes made

  5. Send an email to your reviewers

Inform client when changes are made

When the client (reviewer) has requested a modification and you have made the requested changes :

  1. Click "View Comment" to open the Client Comments side bar.

  1. Click the "changes made" checkbox. Describe the changes you made or a message to your reviewer Click Send Email to open the emailing popup

  1. Select the recipient Add a title and update message if needed.

The system will automatically places the "changes made" comment into the email message field. You can update it before sending.

  1. Click "Send email"

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workflow