Create & manage approval policies approval-policies
Approval policies allow administrators to establish a validation process for journeys and campaigns. This system outlines specific conditions that determine whether a journey or campaign requires approval. These policies can vary in complexity, from simply requiring all campaigns to be reviewed by a particular user or team, to establishing criteria based on who created the campaign.
Create approval policies create-policies
-
From the Administration menu in Journey Optimizer, access Permissions then Policies.
-
Click Create in the Approval Policy tab, choose Approval Policy, and click Confirm.
-
Enter a Name and Description for the policy.
-
Select whether the policy will apply to Journeys or Campaigns.
You can now refine the conditions to specify who will initiate the approval request and who will validate it.
Set conditions for approval policies conditions
-
Access your Approval policy.
-
Under the If menu, click Add condition to define which object or user will trigger an approval request.
-
Choose the appropriate Category, Matching Rule, and Options.
For example, 鈥渋f Action match any Direct Mail鈥 or 鈥淚f Requestor Username match John Doe.鈥
accordion Learn more on available categories and options table 0-row-2 1-row-2 2-row-1 3-row-1 4-row-2 5-row-1 6-row-1 7-row-1 8-row-1 9-row-1 10-row-1 11-row-1 12-row-2 13-row-2 4-rowspan-3 11-rowspan-8 html-authored Category Option Campaign type Scheduled (Marketing) API-triggered (Marketing) API-triggered (Transactional) Action In-app Push notification SMS Email Direct mail Web Code-based Content card Requestor username Name and email address of designed requestor Requestor user group Name of the user group of designed requestors -
To add more criteria, click Add condition to define additional rules and select either And or Or to specify how the conditions are connected.
-
Under the Then, send approval request to menu, click Add condition to define which user can accept the approval request.
-
From the Category drop-down, select whether you want to choose a User Group or an individual User.
-
Then, from the Option drop-down, select the specific user group or user.
The selected user or user group will be responsible for validating the approval request.
-
To add more criteria, click Add condition to define additional rules and select either And or Or to specify how the conditions are connected.
-
Once your policy is fully configured, click Save.
You can now activate your approval policy to apply it.
Activate and manage approval policies activate-policies
-
Access your Approval policy.
-
Then, click Activate to apply the configured conditions to your environment.
note note NOTE Once activated, policies cannot be edited. To modify conditions, deactivate the policy first. 
-
From the Policy menu, open the advanced options to Edit, Deactivate, or Duplicate the policy as needed.
