Flex Portal Draft Review makes reviewing drafts a breeze. You can easily leave comments, request edits, or approve drafts all within the platform.
Please note: The campaign manager will need to grant you access to Portal in order to use the draft review feature.
Accessing and Understanding Portal Draft Review
To access Portal Draft Review, navigate to your account on flex.izea.com. From here, you have two options to access your drafts for review. The first is in the Draft Review section on your main Dashboard. The second is from the Draft Review tab.
- You will see the Draft Review tab on the left hand navigation. Select the Draft Review tab to be taken to the draft review dashboard.
- On the dashboard you can see all of the drafts that have been sent for your review.
To view a specific piece of content from either option, select the content name.
Once on the draft, you can view information about the content that you are reviewing. You will see the draft of the content, the version, and the caption for the content.
- If you have multiple versions of the draft, you can switch through the versions of your drafts by selecting the versions dropdown.
You will also see an option to download the content. If you choose to download the draft content please note that the content displayed is for review purposes only, and may not be used, distributed, or published for any other purpose.
- To download content, select the icon next to the image name. The download will be sent to your downloads folder on your device.
Under the additional details, you can see the Contact Name, Campaign Name,
the users Platform that was selected, and the Content Type. These will showcase who has created the draft, the campaign it originated from, the platform that the content will be posted on and the type of content that is going to be posted.
The deliverable section will showcase the content that was requested by the marketer. You can see the draft due date, final content due date and any requirements set by the marketer.
Reviewing Content
After locating your draft content, you are ready to review. On the right-hand side, the marketer may have provided you with comments. You can respond or leave new comments by entering your comment in the box provided and selecting Comment.
Important note: If you would like to chat back and forth with the marketer regarding your draft, do not select the Request Revision option at this time. The marketer will be able to see your comments and respond.
Once you are ready to send your revisions back to the marketer, select the Request Revision option. You can then enter in your reason for requesting the revision in the box provided or select Share Feedback.
If the draft provided does not require any revisions, select Approve Draft and then Share Feedback. The draft will be sent back to the marketer to take action.
