Approve a Campaign
Approve a Campaign so that the Campaign can be run and sent to the intended recipients.
Procedure
- Open the Campaign from the Campaign View screen. The Campaign Designer screen opens.
- To open the Approvals and Notes screen, click the Approvals and Notes button
at the top of the Campaign Designer screen.
- Click
Start Approving.
If another approver clicks
Start Approving they will receive a message saying the action cannot be completed.
- Review the campaign in Campaign Designer and click
Approvals and Notes when you have finished.
- 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.
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