Approve a Campaign

Approve a Campaign so that the Campaign can be run and sent to the intended recipients.

Procedure

1. Open the Campaign from the Campaign View screen. The Campaign Designer screen opens.
2. To open the Approvals and Notes screen, click the Approvals and Notes button at the top of the Campaign Designer screen.
3. Click Start Approving.

If another approver clicks Start Approving they will receive a message saying the action cannot be completed.

4. Review the campaign in Campaign Designer and click Approvals and Notes when you have finished.
5. Select one of the following options:
   • Stop Approving: Puts the campaign back into a state of Pending Approval. This allows the user to withdraw the approval request to edit the campaign, or another approver to start approving the campaign.
   • Approve: Approves the campaign so that it can be started and sent to the intended recipients.
   • Reject: Puts the campaign back to the Editing state. The reasons for the rejection can be addressed and approval requested again.

• Approvals and Notes Overview
  • Access the Approvals and Notes screen
  • Send a Campaign for Approval
  • Email Notification Process
  • Approve a Campaign