Draft Post Actions

Outbound posts are those that are sent out to an audience in Calendar. They are of different types. Click on the Calendar icon from the home page of Sprinklr Social and select Outbound Posts on the left. 

Under Outbound Posts, you can find Draft Posts. Draft posts play an essential role in the content creation process, allowing users to work on posts before they are ready for publication.

These posts are in an unfinished state and may require further edits or validation. If you are not sure of the posts created and require cross-validation, you can create a draft post and publish the post later once you add the required changes and are satisfied with the draft.

There are a couple of actions you can perform on a Draft Post, some of them are visible for every post and rest can be used via the 3 dots option on the bottom right corner. Let's discuss all of them:

1. View Detail: Gain access to comprehensive information about the draft post, including content, properties, tasks, notes, and approval workflow, by selecting the "View Detail" option in the third pane or just simply clicking the said draft post. 

   
   

2. Preview: Prior to publication, it is possible to preview the draft post, allowing for a visual assessment of its appearance and formatting.

   
   

3. Edit: Modify the draft post as needed, adjusting the content or other elements according to the desired changes. Once the necessary revisions have been made, select the appropriate scheduling option, such as "Publish Now," to initiate the publication process. 

   
   

4. Duplicate: Create a duplicate of the draft post, automatically populating all fields, including accounts, content, and publishing properties. This functionality facilitates the creation of similar posts based on existing drafts. 

5. Collaborate: Foster collaboration by adding notes and tagging relevant team members to contribute to the development of the draft post. This feature enhances communication and ensures that all stakeholders are aware of the post's progress. 

6. Copy URL: Easily obtain the URL of the draft post by selecting the "Copy URL" option, allowing for convenient sharing with others, if necessary.

   
   

7. Activity: Access the activity log for the draft post through the "Activity" option, which provides a comprehensive record of all actions and changes made to the draft post.

8. Delete: Remove a draft post that is no longer required, effectively eliminating it from the Sprinklr platform. 

   
   

9. Add Tasks: Enhance workflow management by adding tasks to the draft post or addressing existing tasks associated with it. By selecting the "Add Tasks" icon, provide task details such as title, description, To-do, priority of the task, the assignee name, and due date. This functionality ensures the systematic tracking and completion of necessary actions. Click Create at the bottom right.

Furthermore, the ability to sort draft posts optimises organisation and facilitates efficient management. By clicking the "Sort" icon, choose the preferred sorting order (ascending or descending) and select the desired criteria for sorting the draft posts view. 

Posts sorted in Ascending order

Posts sorted in Descending order

By effectively managing draft posts, you can enhance collaboration, streamline the review process, and refine content prior to publication, ensuring that your posts meet the desired quality standards and effectively achieve your communication goals.