Want to store and reuse social media content across teams? Learn how to create shareable drafts in Orlo. This guide details how to use Orlo's draft area for social media content.
Benefits 🙌
- Team collaboration - The draft area provides a centralised area for teams to collaborate on content before going out to be scheduled, allowing users to edit and review content to be approved.
- Storage for evergreen content - A great feature to use as a template storage area for frequently used content. This may be for posts used for things such as disruption warnings, weather posts, or missing person posts.
Things to consider ✅
- Admin users can create both public and private drafts. Non-admin users can only create private drafts for their personal use. However, they can view and use public drafts that have been created by admin users.
- The 'Manage Public Drafts' permission will need to be enabled for users to add, edit or delete public drafts.
In this article:
1. Creating a draft through the Composer:
3. Creating a draft when in the Draft Library area
Creating a draft through the Composer:
1) Users can create a draft post when in the composer area of Orlo. To do this, navigate to the 'Compose Post ✒️' button to bring down the composer.
2) You will then need to select the social accounts to which you want to associate the draft post. You can choose to select 'All Accounts' or specific ones. These can be edited after the draft is created.
3) After selecting your accounts, you will need to toggle on the 'Draft Post' option in the right-hand corner and name your draft post.
4) If you have the 'Manage Public Drafts' permission you can use the 'Private Draft' toggle option to switch this to a public draft.
5) You can then add your post text, any images, ALT text, Campaigns, and post tags if you already have those details to add, if not, you can edit the draft once this has been saved.
6) Once the draft post is ready, click 'Save Draft' in the bottom right-hand corner, you will be asked to confirm the name and if this is public/ private. This will then be saved to your draft library area. A notification will pop up to say this has been saved successfully.
Accessing the draft area:
1) To view your drafts, navigate to the 'Marketing' tab ➡️ Select the 'Draft Library' option.
2) From here, you will be able to toggle between the 'My Drafts' and 'Public Drafts' areas.
3) On the draft post, you have the option to add notes, edit the title of the draft, and delete the draft.
Note: Only users who have the 'Manage Public Drafts' permission enabled will be able to edit the title, and delete drafts. All users can edit public drafts when clicking on the 'Use Draft' button.
When adding notes on a draft post, you can @ mention other users who will receive an email notification to say they have been mentioned in a note.
4) To use a draft to create a social media post to schedule, click on the 'Use Draft' button which will bring up the composer tag. If the draft post is already tagged to an account/ campaign this will pull through for the user to use, however, edits can be made to change this.
Users can then add any schedules, first comment options, post expiry or targeting and click on the 'Publish Live' or 'Schedule Post' button to send their content to the Content Calendar.
Recommendation 💡
If you are unsure of how to create a post in Orlo, we recommend looking at our Compose a Post help guide to get you started.
Creating a draft when in the Draft Library area:
1) You can also create a draft when in the Draft Library area, to do this, navigate to the 'Marketing' tab ➡️ Select the 'Draft Library' option.
2) Select the '+ New Draft' button in the top right-hand corner to bring down the composer tab. All you need to do is follow the steps above in the first section and save your draft.
Note: Public drafts are like templates, meaning they can be used multiple times. Private drafts will be deleted after they have been used.
Example draft posts:
Here is some inspiration for draft post content!
