How it works

• Add your reviewers in the customer review settings

• When a post is ready for review, add it to the Customer Validation step in the workflow.

• Send an email directly to your reviewers from rapidely when everything is ready.

• Reviewers click the button in the email which opens the Client page directly (no password to remember) and can view the posts in their Client page.

• From their Client view, reviewers can approve the post or request a modification from a computer or mobile device.

• When a post is approved by the reviewer, it goes straight to the publication stage, waiting for the big day.

• When the post is published, it disappears from the customer view and workflow.

• You can also activate automatic email reminders to your customers if they have not reviewed a post within the allotted time.

The four stages of Client review

Within the client review stage, there are four states that your draft post can be in:

1. Not Seen: This is the initial state of your post when it enters the client review stage. It means your client hasn't yet seen or engaged with the post.

2. Seen: When your client has viewed the post but hasn't taken any further action, the post enters the 'Seen' state. It's a step forward, indicating the client is aware of the post but hasn't made a decision yet.

3. Changes requested: This state indicates that the client has viewed the post and has left a comment requesting changes. It's a call to action for you to make necessary adjustments to meet your client's expectations.

4. Approved: This is the green light you've been waiting for! Your client has reviewed the post and is happy with it and it is automatically moved into the publishing stage.