Workflows

Increase collaboration with your team members, while maintaining the quality of your content. 

Consider that you have multiple editors managing content. Often, you'll need to review their work for quality assurance. Workflows allow you to customize how your team reviews and publishes content.

An example of content approval workflow:

1. A content editor has set up a new landing page for a campaign on their website
2. When the editor feels the page is ready, they need to notify their approver to review
3. The approver would review the content and decide whether this page should be published or not 
4. Once the approver is satisfied, they would approve the content
5. Approved content can now be published

What is in this Article

• Adding Approval Workflow Where it Counts
• Control What Your Users Can Do
• Keep Track of Approvals
• Get Notified of Changes

Adding Approval Workflow Where it Counts

You decide what pages or content types you want to enable a workflow approval on. Enabling this is the first step in setting up workflow approvals. It provides the ability to request, accept, and decline approvals.

How to Enable an Approval Workflow

Control What Your Users Can Do

You'll want to ensure your editors can't bypass or override your content approval workflow. This is controlled by setting the appropriate roles for your users.  You can have full control over who must abide by your approval workflow, and who can override it.

How to set User Roles for a Content Approval Workflow

Keep Track of Approvals

When an editor requests approvals for content, you'll have a task assigned to you. This allows you to manage your approvals in a central location.

Get Notified of Changes

When you aren't in the CMS, reviewing your tasks, you can get notified of workflow changes via email using alerts. This can also be helpful for users who simply want to get notified when content changes.

How to set up Alerts