Customer Support Centre

Advice and answers from the Metigy Team

How to Opt-in to a post

This support article is written to help you in reviewing and opting into post created by administrators. It shows you the notification methods, ways to review and how to opt-in.

What do you mean by Opt-In

For a piece of opt-in content, there are 3 states:

  • Needs review - this is the default state that is used before you have confirmed what you would like to do. We use this to help us know if we should keep informing you about it.
  • Opted in - You like the content, and it will be published to your location(s) at the time designated time once it is marked as ready. Read more about the Content Status in Metigy.
  • Opted out - You are not interested in the content.

Anywhere you can control the opt-in state, you will see a toggle switch with the 3 positions.

Toggle Switch Opt-In switch

Toggling that button will immediately change the opt-in state of the piece of content. The toggle will be available until the post is published. See the FAQs at the end for more information.

Please note that you cannot put a piece of content back into "needs review". This is a private system only setting.

How you will be notified

Metigy likes to not bombard you with notifications, but we obviously need to make sure you are aware of content posting opportunities.

With that in mind, we will attempt to draw your attention to it in 3 different ways.

Email

This is the first method. You will receive an email from Metigy alerting you to a new piece of content being available for you to review. In the email, we show you an outline of the posting location(s), date, type, content and images or links included in the post.

Then, at the end is a button which will take you into the Content Curator on Metigy to confirm if you want to opt-in or not.

Metigy Opt-In email

Action card

Metigy uses Action Cards as a way to help you make decisions. For opt-in posts, we will create a card telling you that there is a post to review:

Opt-in Action Card collapsed

From the card you can do one of two things:

  • +Quick Review - This allows you to expand the card, quickly review the content and then choose to opt in-or-out right there in the card quickly. See the Action Card Quick Review below.
  • Full Review - Clicking on this will take you to the Content Curator which has the advantage of showing the content as it would appear live.

Calendar Highlight

This is the most subtle way that Metigy highlights an opt-in post. In the calendar, it shows as a piece of content with an outline that means the following:

  • Solid black outline - a piece of content that you can opt into but have not yet decided
  • Dashed black line - You have opted out of the content
  • Solid orange line - You have opted into the post

Opt-in calendar highlight

Mousing over the piece of content will bring up the Preview where you can quickly opt-in.

How to review an opt-in Post

Because your time is limited, we provide the opt-in functionality in 3 distinct places. The first two provide a quick preview and action. The 3rd lets you see more detail about the content, including a preview of how it might look in the live location.

Quick review Planner Review

This is the first preview you see in the content planner. It shows you the content of the post and the location(s) it will post to. You can use the opt-in switch at the top of the preview to quickly action this item.

Opt-In calendar preview

Please note that this is just showing you the content and not how it will look when it is published.

Action Card Quick Review

Within the action card, if you've clicked +Quick Review you will see the content of the post, along with when it will be posted, to which locations and what type of content it is.

Opt In Action Card Full

If you are happy with the content of the post and how it looks, you can use the opt-in switch at the end of the card. This change is saved instantly.

Please note that this is just showing you the content and not how it will look when it is published.

Full Content Preview

The full content preview is shown with the Content Curator (fine out more about creating your own content).

Every location you have access to is previewed on the right with an approximation of how it will look and behave when they are published. This includes displaying links, images and videos.

If you are happy with the content of the post and how it looks, you can use the opt-in switch in the footer of the editor. This change is saved instantly.

Opt in from Metigy Content Curator

Please note that you cannot make changes to the content yourself. See the FAQ answer below.

FAQs

Can I change my mind about opting in or out?

Yes! You can change your mind at any time before the post is published. Once it's published though, you cannot change your mind. For more information on content states, read our Content Status support article.

Can we make changes to what gets published?

No. As this is a piece of content that has been created by brand administrators, you cannot make changes.

Can we give feedback to the Content Creator?

You can email the brand manager and ask for content to be modified. It will be up to them to decide whether or not to implement the suggested change.

Can we make our own content?

Absolutely! As a user of Metigy, you will get access to the Content Curator which will allow you to create and post content to your page(s). Check out the Getting to Know the Content Curator support article for more information.

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