Sending a campaign for approval

Send a campaign for approval so that it can be checked before the campaign is run.

Procedure

1. With the campaign complete and set up in Campaign Manager, click the Approvals button in the Campaign Overview tab, or click on the Approvals and Notes icon in Campaign View.

The Approvals button does not appear in the Campaign Overview tab until the campaign is saved.

2. In the Approvals and Notes screen, click the drop-down arrow in the Approval Group field to select an approval group to approve the campaign.

This sends an email to all members of the approval group advising that they have a campaign waiting approval.

3. Enter any required notes in the Note field.
4. Click Request Approval.

The campaign now enters a state of Pending Approval. While the campaign is in this state it is locked, and therefore no edits can be made to it. If any edits are required, click the Withdraw Approval Request button and the campaign moves back into an editing state. You can now make any necessary changes then resubmit the campaign for approval.

• Approvals and Notes
  • Setting Up Approvals and Notes for Users
  • Accessing the Approvals and Notes Screen
  • Sending a Campaign for Approval
  • Email Notification Process
  • Approving a Campaign