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Background

Zoho Social is an Social media management app through which you can publish post and manage all your Accounts in a single app and a lot more.
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Impact

Publishing errors reduced by 40% 

My Role

Designing the Mobile and web app end-to-end.

Tools Used

Solo designer, 2 Product Manager,
7+ engineers.

Timeline

August 2022 - May 2023
Rolled out in July 2023.
Problem
As brands grew quickly, allowing everyone to create and publish posts led to content mismatch and lower post quality.
Design question

How might we solve the problem of content mismatch between the same brand without not much interrupting the existing flow.

Solution
Introducing Approvals workflow

The newly introduced Approvals tab allows Admin to view posts sent for approval. Here, they can easily review and either approve or request changes, ensuring content aligns with brand standards.

Solution
Research
Who are the users?
Admin and brand members

Admin have the highest level of access and control across the brands. Whereas brand members are responsible for managing specific brand related activities.

Role of these users inside Zoho Social.
Admin Brand members
User stories
Below I have shown the top 3 problems faced by the users based on the user interview.
Painpoints
What I learned from the user interviews conducted with the users.
Content Management Challenges

Brand members struggled to manage content effectively due to the lack of an approval process, leading to inconsistent post quality and messaging, risking the brand’s image.

Collaborative Bottlenecks

Collaboration among brand members was difficult because there was no central system to review content. This caused delays in creating content, miscommunication, and sometimes content being published without the needed approvals or edits.

Deadline Awareness Issues

Brand members often draft posts well in advance, but the absence of clear deadline tracking causes portal admins to miss review timelines. This leads to delayed approvals, missed publish dates, and disruptions in the content schedule, affecting the brand’s consistency.

User flow
Defining the entry point to the Approvals feature
Before Before
After After
Final designs
Process
BEFORE

Previously, all team members could create and publish content independently.

Process
AFTER

Brand Members are now required to send their posts to the Admin for approval, and their publishing access has been revoked.

Stages
Approvals involve three stages before publishing a post in any social media.

When a brand member submits a post for approval, its status is set to ‘Yet to Review.’ Once a team admin picks up the post for review, the status changes to ‘Under Review.’ The admin can then either approve or reject the post.

stages stages stages stages
Admin view

The admin can review the post and its details. Once verified, they can either approve or reject the post.

Approval
Need minor tweaks?

If an admin feels a post needs minor adjustments to make it more impactful, they can access the post activity, share feedback with the author, and update the post status to ‘Under Review.’ This encourages collaboration and ensures alignment before finalizing the post.

Approval
Approve a Post

If the content meets your standards, you can approve and publish the post, scheduling it to go live at the most optimal time.

Approval
Reject a posts

When rejecting a post, it’s essential to provide feedback, ensuring a more collaborative and transparent process among team members.

Approval
Why not admins?

Even Admin may sometimes require feedback on posts. In such cases, they can send posts for approval, fostering team collaboration and ensuring the content meets all necessary standards.

Approval
Approvals Notification

A dedicated tab for approval notifications to distinguish them from other social media notifications, reducing confusion.

Approval
Edge cases
Searching

Admin can search the brand member from the list and add them as approver.

Approval
Introducing approvals to users.

A simple onboarding for approvals feature.

Approval
Impact

Since its launch in July 2023, the Approvals feature has drastically

Reduced publishing errors by 40%

and improved overall team collaboration, allowing brands to manage their social media presence with more confidence and control.

The Approvals feature also saw high adoption rates, with

Over 80% of users engaging with it

within the first month of its release. This demonstrated not only its ease of use but also its immediate relevance to user needs, significantly improving user satisfaction and workflow efficiency.

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Key Takeaways

Continuous Improvement is Essential: The success of the Approvals feature showed how important it is to keep refining a product. Iterating based on user feedback ensured that the feature not only worked but fit naturally into their existing workflows.

Listening to Users Matters: Engaging with users throughout the design process helped us understand their daily challenges. By incorporating their feedback, we built a feature that truly solved their pain points and made collaboration easier.

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