Using the campaign approval system

Contents

How campaign approval works
How to set up a user for campaign approval

Summary

Our user permissions system means you can permit a user to design, build and schedule a campaign and, on completion, trigger an approval process that enables you to authorise the send, or reject it with feedback for further revision.

How campaign approval works

  1. A user that's been set up to require approval creates a campaign as usual, including choosing address books or segments to send to, and then scheduling it.

  2. On the campaign summary page, the user will see a button Ready to send pending approval.

    ready_to_send_pending_approval.pngClicking on this button will then produce a 'Send for approval' confirmation box.

    send_for_approval.pngClick Confirm to start the approval process.

  3. The campaign will be moved to the 'Outbox' and an email will be sent to the account owner, notifying them that a campaign is ready for review with a link to that campaign.

    campaign_approval_email.png
  4. The account owner reviews the campaign content, settings and contacts, and chooses whether to click Approve & send immediately, or to decline it.

    approve_and_send_immediately.pngClicking Decline will produce a box in which the reason/s for declining approval can be entered.

    approval_decline_feedback_box.pngWhen done, click Confirm to send it back to the user.

Didn't receive the campaign approval notification email? Or can't find it? Or deleted it?

Don't worry! This link is available for a campaign from within the 'Outbox' tab. Just click on the Review, approve, or deny link alongside the campaign's name.

approval_link_in_outbox.png

If the campaign is approved it will be sent as scheduled (if the scheduled date is in the past, it will be sent immediately). The originating user will be emailed to notify them that the campaign has been approved and sent.

If the campaign is declined it will be moved from the 'Outbox' tab back to the list of unsent campaigns and made available for editing. The originating user will be emailed to notify them that the campaign needs more work (including the reasons specified by the account owner).

campaign_approval_declined_email_png.png

How to set up a user for campaign approval

Users are added by the account owner; once a user has been added, their permissions should be set as follows:

  • Sender - Enable to allow the user to send campaigns.
    This should be ticked.

  • Can send without approval - Can send without approval (requires 'sender' permission to be active)
    This should not be ticked.

manage_users_setup.png

Have more questions? Submit a request

Comments

  • Avatar

    I really like this new functionality, my only problem with it is that you can't assign the approver. I am currently the account owner and do not have the capicity nor am I best person to approve campaigns. Is there any chance that approvers can be defined, rather than just sending to account owner?

    Regards

    Ben Turewicz, Capita

  • Avatar

    Same here - I am the account owner but the manager responsible for a particular campaign must approve it. In fact, this means that one manager must approve one specific campaign, and a different manager must approve a different campaign.

  • Avatar

    Hi Ben/Steve,

    Thanks for the feedback; enhancing the approval system is definitely a possibility.

    I've opened a new feature request thread for it:  https://support.dotmailer.com/entries/21557536-assigning-approvers-for-campaigns

    My assumption is that for any individual managed user, campaigns would go to a single point (their line manager) for approval - or would the campaign author need to select who it goes to for approval? Add more ideas to the feature request thread!

  • Avatar

    I think both if possible. Flexibility on assigning workflow approval from an e-shot's start to sign off is key for us. It would add great depth to the system in this regard and we would welcome any improvements to this. We aren't using the current feature due to these limitations.

  • Avatar

    Approval does not show us in the list of available options.

    Amy I missing something ?

  • Avatar

    Hi Robert

    Just turned it on for your account, so you should now see the permission :-)

  • Avatar

    Same here, I can't change the user settings for campaign approval.

  • Avatar

    Hi Saskia,

    It sounds like the permission isn't enabled within your account, in which case please contact support@dotmailer.com and our support team will more than happy to help you out.