✅Set up Client Collaboration

Involving clients in the review process is essential in ensuring the content aligns with their expectations and brand guidelines. Rapidely's Client Collaboration features facilitates easy and organized client feedback.

Adding Clients and inviting them to their collaboration page

• Open Collaborate > Overview > Manage Clients.

• Click on Add New Client.

• Enter the client's details

• Customize permissions based on what access level they need.

• Once the client is added, invite them to access their page by providing them with one of the two links provided.

  • Direct access: will directly open the collaboration page (so they need to be careful not to share this with others)

  • Client login: where they will have to enter their email before accessing the client view

Note about Client Page Link

Ensure secure and personalized access for reviewers:

• Provide reviewers with their unique direct link to the Client View by pressing the 'Client page direct link' button; no sign-in required.

• For added security, send the Client Login link. Upon access, reviewers are asked to confirm their email. Only those with an email matching a registered reviewer can proceed, enhancing the privacy of your review process.

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Deadlines & reminders

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.

Setting Up Deadlines:

In Settings > Clients > specify the advance notice for reminders by entering the number of days before the due date. For example, enter '2' to send out reminders two days before a post's scheduled publication date.

Automated Reminder Emails:

• Toggle on the automatic reminder feature to have Rapidely send out emails to all your designated reviewers without manual intervention when the deadline approaches.

• All reviewers connected to your account receive these reminders, ensuring no one misses the review period.

Post Approval Contingency:

Decide and confirm the action to be taken if posts are not validated within the set timeframe:

• If your preference is to publish the post regardless, it will go live as scheduled.

• Alternatively, you can choose to require manual scheduling or posting if the post remains unapproved when the deadline passes.

Test Emails:

Send Example Email’ allows you to receive a demonstration reminder email. This helps you preview and confirm the tone and information included.

Please note that the example email uses placeholder content and is not a reflection of your actual pending workflow items.

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Settings > Communication

On the Settings > Communication page, you can:

1. Set up the email signature for all outgoing client emails

2. Save custom email texts for repeated use

3. View the status of emails sent to clients.

Email History

Maintain oversight of your communication with reviewers through the Email History log. This feature allows you to track the status of each email sent, giving you valuable insights into reviewer engagement and ensuring no request gets overlooked.

Tracking Email Activity

• Filter the log by reviewer to review their individual email interactions.

• Monitor open rates to gauge the effectiveness of your communication and follow-up accordingly.

Email Status Definitions

• Delivered: The email has successfully reached the reviewer's inbox.

• Opened: The email has been opened by the reviewer, indicating initial engagement.

• Clicked: The reviewer has clicked on the link in the email.