Save, reopen and delete private social drafts
Prepare a post without publishing rights, keep your own draft content and reopen it for a later authorised submission.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Create a post → Save draft; your saved drafts → reopen
PermissionCreate posts; own draft only
Before you begin
Drafting is available before provider setup is complete. Choose a recognisable title so you can find the content again.
Follow these steps
- Open Create a post and enter the title, main caption and any optional writing or media fields.
- Choose Save draft. You do not need an enabled publishing gate or a connected destination to save private work.
- Open your saved draft to continue editing. Review saved destination choices and provider controls against the current connections.
- Choose Update draft to save changes. If another session changed it, reload the current revision before editing again.
- To remove the draft, reopen it and choose Delete this draft.
Fields and options
- Ownership
- Saved drafts are private to their author, including when another staff member can view all published-post history.
- List
- The interface returns your latest 30 saved drafts.
- Revision
- Updates check the saved revision and request identifier to avoid silently overwriting concurrent work.
Rules and limits
- Saving or deleting a draft does not publish or retract a social post.
- Deleting a draft does not delete existing publishing receipts or remove stored media from the library.
- A later Post Now submission rechecks current connections, permissions, media and provider controls.
Check the result
- Reopen the draft and compare its content and attachments with the saved work.
- Check Publishing activity contains no new publication from the save alone.
If something does not look right
- For a stale-revision message, reload rather than repeatedly pressing Update draft.
- If the draft is absent, check the author identity and recent-list limit; do not expect another user’s private drafts.
Common questions
Can I save without a connected network?
Yes. Private drafting is independent of connection setup and the publication gate.
Does deleting the draft delete a published post?
No. It only removes that private draft.