Campaign approval allows marketing teams to control/review the campaigns that are going live by putting in place a creator-approver (maker-checker) approach. Marketing teams can decide which users are allowed to create the campaigns and which users have the privilege to approve them.
Enable Campaign Approval Workflow for Campaigns
| info |
Information Only Admins or managers can enable the Campaign Approval Flow. |
- Navigate to MoEngage Dashboard > Settings > Account > Team management. The Team management page is displayed.
- On the Members tab, turn the Approval Flow toggle on to enable the campaign approval flow. The toggle is disabled by default.
After the toggle is enabled, users in the Marketer role can create/edit campaigns and send them for approval to selected Admins/Managers. Only on approval, campaigns will become live.
Assign Roles
Approver Role
All the Managers and Admins will have approver rights when the Approval Flow toggle is turned on.
Marketer Role
Campaigns created by Marketers must be sent for approval.
Because the Marketer role is new, you need to add users to the Marketer role or change roles for existing users.
Send a Campaign for Approval
After the Approval Flow toggle is turned on, marketers can create a campaign and send it to a list of approvers.
Approved/Rejected
When the marketer clicks Send For Approval, all the assigned approvers will get the email for reviewing the campaign. Approvers can click the campaign link in the email and they will get redirected to the specified campaign.
Now, they can review the campaign and choose to reject or approve it before the campaign sent time is passed.
- If approved, the campaign will become Live.
- If rejected, the marketers can edit the campaigns as per the Approver's comments and send them again for approval.
Admins/Managers can also choose to edit the campaigns Under Review and make them Live with all the necessary changes.
| info |
Note
|