Sharing Publish Content Externally

We know how important it is for your team to be able to validate your content before it gets published to your social media channels, and that it may not be possible for your full team to collaborate entirely from within Social Media Management.

With shareable views in Publish, you can let any third party review your upcoming and published content in a few clicks.


Creating a shareable view from a Content by state list

Any Social Media Management user with an Admin, Content Creator, or Editor user role can share Publish content externally. Follow the below steps to create a shareable view from a Content by state list:

  1. Navigate to any of the following sections under Content in the left-hand navigation sidebar in Publish: All, Drafts, Awaiting Approval, Scheduled, or Published (external sharing is only supported for these Content sections).Screenshot 2023-09-08 at 10.25.40 AM.png
  2. Under the Content menu you selected, you can use the filtering options at the top to filter for the specific posts you would like to share. 
    • The Filter dropdown allows you to filter your posts by various parameters, such as Channels or Networks, depending on the specific Content menu you selected.Screenshot 2023-09-08 at 10.35.08 AM.png
    • The Filter on labels bar will allow you to search for unlabeled content or posts with labels that your team has applied to them.Screenshot 2023-09-08 at 10.43.31 AM.png
    • The Match All or Match Any dropdown can further sort your post selection to apply all or any of the selected filters.
    • The Date Range filters allow you to display posts from a specific date range. If you selected either the All, Drafts, or Awaiting Approval menus, you can also use the icon next to the Date Range filter to include any posts without a scheduled date.Screenshot 2023-09-08 at 10.35.26 AM.pngScreenshot 2023-09-08 at 10.36.20 AM.png
    • The Newest First dropdown will sort your filtered posts by either Newest First or Oldest First.
  3. After you have applied all desired filtering options to your posts, click Share in the top-right corner of the screen to generate the shareable view of your posts. Alternatively, you can use the checkboxes next to your posts to select the specific posts you would like to include in your shareable view, then click Share.Screenshot 2023-09-08 at 10.37.28 AM.pngScreenshot 2023-09-08 at 10.38.32 AM.png

  4. The following screen will display both a desktop and mobile preview of your shareable view and include all of your selected and/or filtered posts. Enter a name for your shareable view in the top-left of the screen, and then you will see the option to generate a URL for your share in the top right.Screenshot 2023-09-08 at 11.32.07 AM.png

    Tip:

    If desired, click URL Settings to set a specific expiration date or use a custom domain for your link.Screenshot 2023-09-08 at 11.00.51 AM.png

  5. Once you're ready, click Generate and Copy URL in the top right and your external sharing link will be copied to your clipboard.Screenshot 2023-09-08 at 11.07.48 AM.png

Through the URL, any third party can get instant access to your shareable view without needing to log into Social Media Management. Any one URL can be shared with as many third parties as you'd like. No other areas of your organization's environment or data are accessible through this link.

If you did not set a custom expiration date for your URL, it will be valid for four weeks or until you delete the URL and manually remove the access. In the meantime, if you make any changes to the shared content, your shared view will automatically stay updated.


Creating a shareable view from the Publish calendar

You can also create a shareable view directly from the Publish calendar. The shareable view will automatically pull all posts that are displayed in the calendar date range you have selected. First, adjust the calendar's filters to display the week or month of posts you would like to share, then click the Share in the top right.Screenshot 2023-09-08 at 10.24.49 AM.pngScreenshot 2023-09-08 at 10.25.24 AM.png

 After entering a name for your shareable view and making any adjustments to the URL settings, click Copy and Generate URL to copy the link to your clipboard.

Note:

If the week or month you have selected in the calendar does not have any drafted, scheduled, or published posts, no content will display in the shareable view.


Managing your shareable views

Navigate to Shared Externally in Publish's left-hand navigation sidebar to find an overview of all your currently and previously shared links.Screenshot 2023-09-08 at 10.10.03 AM.png

All currently shared views and all expired views that you have access to will be listed and sorted by their creation date. Admin users will be able to see all shareable views from across your organization, while users with other user roles will only see the shareable views they've created themselves.

If needed, you can copy a URL again using the Copy button to the right of each link, or delete a URL using the trash can icon. Deleting a URL will immediately remove access to it for any third parties you have shared it with. Screenshot 2023-09-08 at 11.05.36 AM.png

 

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