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    Workflow Stages: Draft & Draft Review

    Georgia
    • Updated

    In this Article:

    Draft and Draft Review let you collect, review, and approve content before it’s posted.

    • Draft — creators upload their drafts by the Draft Due Date.
    • Draft Review — your team reviews drafts, requests changes, or approves.
    Important: If you’re using drafts, enable both stages. They’re designed to work together—don’t enable one without the other.

    When to enable drafts

    • Enable Draft + Draft Review if you need brand, legal, or compliance checks before anything goes live.
    • Skip both if you trust creators to post without prior review — creators will move directly from Confirmation/Pre-Payment → Content Creation.

    How creators move through draft stages.

    • Draft → Draft Review: creator submits all draft deliverables (automatic).
    • Draft Review → Content Creation: your team approves all draft content (manual).

    Due dates that matter

    When Draft Review is enabled, you’ll typically set two dates in Setup → Deliverables:

    • Draft Due Date — when drafts must be uploaded.
    • Content Due Date — when final posts must be published.
    Note: Draft Due Date must always come before the Content Due Date.

    Learn more about due dates here: Setting and updating due dates in Later Influence

    Save time by automating these templates:

    • Draft Submission → triggered at the Draft stage.
    • Draft Needs Revisions → each time a draft is marked Needs Work.
    • Draft Approval → when creator moves into Content Creation.
    • Draft Reminder 1 → e.g., 3 days before Draft Due Date (limit to Draft stage).
    • Draft Reminder 2 → e.g., 1 day before Draft Due Date (limit to Draft stage).

    Typical review loop

    If a creator is in Draft Review, action is required from your team:

    1. Draft: creator uploads → auto-moves to Draft Review.
    2. Draft Review: your team reviews each draft:
      1. Approve → content can be published
      2. Approve with corrections → content can be published, but you note minor edits (e.g., caption tweak).
      3. Needs Work → draft has feedback for resubmission, manually move creator back to Draft stage
    3. Once all drafts are approved, click Approve to move the creator to Content Creation.

    For additional detail and step-by-step instructions, see Reviewing Draft Content in Later Influence

    Best practices

    • Use both draft stages — never enable Draft without Draft Review (or vice versa).
    • Set realistic due dates — Draft Due Date should comfortably precede Content Due Date.
    • Automate reminders — schedule at least one before and one after each due date.
    • Be specific in feedback — clear, actionable notes reduce back-and-forth.
    • Watch workload — Draft Review adds control but also extra steps; use when quality or compliance requires it.

    Troubleshooting common questions

    “Creator isn’t moving to Draft Review.”

    Make sure the creator uploaded all their drafts; movement is automatic once all deliverables have been submitted.

    “We approved, but the creator didn’t get any instructions.”

    Check that your messaging when a creator enters the Content Creation stage is set to Automatic and assigned to the correct stage. Learn more here: Setting up and automating messages in Later Influence

    “Creators missed the draft deadline.”

    Add or adjust date-based reminders; bulk-update due dates in the Workflow tab if needed. Steps for doing this are here: Setting and updating due dates in Later Influence

    “We’re not requiring drafts, but creators are stuck in Confirmation/Pre-payment workflow stages”

    If drafts are disabled, ensure that both Draft and Draft Review are turned off. Creators should then move directly from Confirmation/Pre-Payment → Content Creation.

     

     

     

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