Partners: Campaign approval

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

In need of multiple accounts? Our multi-account solution is designed for organizations seeking unique accounts for their various locations, departments, or users. Take advantage of bulk pricing, product features for brand control, customized onboarding, and more!

As an account manager for a Partner/parent account, you have the ability to review any email and SMS campaign created by a child/client account, to ensure the email/SMS message complies with your corporate-approved branding, messaging, and current offers. This gives your client/child accounts the freedom to focus on their unique local content, and gives you freedom from having to build each email and SMS message for your client/child accounts. 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 client/child account
• Review a campaign

Did you know? If you want to give or restrict account permissions for specific individuals, you can add user roles to your Partner/parent account or to any of you client/child accounts. Here's how.

Add Campaign Approval to your account

Want to add Campaign Approval to your Partner/parent account? All you have to do is contact our Partner Support Team!

Request approval as a client/child account

For an email campaign:

To request campaign approval, a client/child account drafts the email as usual. Then from the Schedule page, they click the Request Approval button. The email can't be sent until the approval is granted.

 
 

Email campaigns that are awaiting approval are tagged as "Draft-Pending" when viewed from the Marketing > Emails view or Marketing > All campaigns view.

For an SMS campaign:

To request campaign approval, a client/child account drafts the SMS message as usual. Then, click the Request Approval button. The SMS message can't be sent until the approval is granted.

Review a campaign

Any time a client/child account submits an email or SMS message for your review, you can find it from the Accounts tab.

For an email campaign:

1. Click the Accounts tab.
2. Click the Campaign Approval sub-tab.
3. Next to a "Pending" email campaign, click . . . > Review this campaign.
   
    
    
4.  Review 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.
   
   
    

For an SMS campaign:

1. Click the Accounts tab.
2. Click the Campaign Approval sub-tab.
3. Next to a "Pending" campaign, click . . . > Review this email.
   
    
   
   
4. Enter your feedback into the Comments field.
5. Optionally, click the "Send approve/reject email" toggle switch to enable it.
6. Click the Reject or Approve button.
   
    
   
   

Questions?