Sending A Campaign For Approval

Send a campaign for approval so that its content can be reviewed by approvers before the campaign is run.

Procedure

1. Create and save a campaign in Campaign Designer.
2. Open the Approvals and Notes screen. There are two ways you can do this:

• Either click the Approvals and Notes button at the top of the Campaign Designer screen.

• Or navigate to the campaign in the Campaign View screen, click the button for the campaign and select Approvals and Notes from the drop-down menu.

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.

All members of the approval group will receive an email 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.

See the Best Practice Guide - Campaign Approvals document for further information on the Approvals Process Flow.

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