Teams & Partners: Campaign approval

Review each SMS and email campaign from a subaccount/workspace before it gets sent to make sure it fully complies with your organization's standards

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As an account manager for a primary/hub account, you have the ability to review any email and SMS campaign created by a subaccount/workspace to ensure the content complies with your corporate-approved branding, messaging, and current offers. This gives your subaccounts/workspaces the freedom to focus on their unique local content, and gives you freedom from having to build each email and SMS message for your subaccounts/workspaces. Upon review, you can reject or approve each email/SMS message, with commentary and notes.

• Add Campaign Approval to your account
• Request approval as a subaccount/workspace
• Review and approve a submitted campaign

Did you know? If you want to give or restrict account permissions for specific individuals, you can add user roles to your primary account or to any of your subaccounts.

Add Campaign Approval to your account

Want to add Campaign Approval to your Partner/Teams account? All you have to do is contact Teams and Partner Support!

Request approval as a subaccount/workspace

For an email campaign:

To request campaign approval, a subaccount/workspace first drafts the email as usual. Then, from the Schedule page, they click the Request approval button.

The email is moved into the "Pending approval" status and can't be scheduled or sent until the approval is granted. At any time, the subaccount/workspace user can open the email draft and click Edit email to make edits. If edits are made while an approval request is pending, a new approval request must be submitted.

For an SMS campaign:

To request campaign approval, a subaccount/workspace first drafts the SMS message as usual. Then, on the schedule page, they click the Request Approval button.

The SMS message is moved into the "Pending approval" status and can't be scheduled or sent until the approval is granted. At any time, the subaccount/workspace user can open the SMS mesage draft and click Edit SMS to make edits. If edits are made while an approval request is pending, a new approval request must be submitted.

Review and approve a submitted campaign

Any time a subaccount/workspace submits an email or SMS message for your review, a notice appears at the top of your Org/Hub dashboard to alert you that you have pending approvals. Clicking the "Go to campaign approvals" link brings you directly to the Campaign approval dashboard, where you can see each pending approval, and also past campaigns that have been approved or rejected.

Note: The following image is for a Partner account. Teams customers will see Hub dashboard in the upper-left.

To manually navigate to the Campaign approval dashboard:

1. If you are a:
   • Partner - In the "My Organization" section of the left-hand menu, click Accounts > Campaign approval.
     
     
     
     
   • Teams account - In the "My Organization" section of the left-hand menu, click Campaign approval.
     
     
     
     
2. (Optional) Use the Status drop-down menu or search by the subaccount/workspace username to narrow your search.
3. Next to a "Pending" email or SMS campaign, click the three dots to expand the menu and click Review this campaign.
   
    
   
   
4. Review the SMS message or the desktop and mobile views of the email, and then enter your feedback into the Comments field.
5. Click the "Send approve/reject email" toggle switch to enable it.
6. Click the Reject or Approve button.
   
   

Questions?