Get started with journeys & campaigns approval send-proofs
Get started with approval policies gs
Journey Optimizer allows you to set up an approval process that allows marketing teams to ensure campaigns and journeys are reviewed and signed off by the appropriate stakeholders before they go live.
Approval policies introduce a structured workflow directly within the user interface, eliminating the need for external mediums such as email or task management tools, and ensuring all approvals are centrally managed and tracked.
In addition, this feature provides enhanced control on the publication of your journeys and campaigns: With the approval process embedded within Journey Optimizer, campaigns and journeys remain in a “locked” state during review, ensuring that no changes or unintended activations occur before all necessary approvals are in place.
Prerequites prerequisites
Before starting, make sure the permissions below have been configured.
To access approve and publish journeys and campaigns, users need to be granted the Approve & publish Campaigns and Approve & publish Journeys permissions. Learn more
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In the Permissions product, go to the Roles tab and select the desired Role.
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Click Edit to modify the permissions.
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Add the Campaigns resource, then select Approve & publish Campaigns from the drop-down menu.
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Add the Journeys resource, then select Approve & publish Journeys from the drop-down menu.
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Click Save to apply changes.
Any users already assigned to this role will have their permissions automatically updated.
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To assign this role to new users, navigate to the Users tab within the Roles dashboard and click Add User.
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Enter the user’s name, email address, or choose from the list, then click Save.
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If the user was not previously created, refer to the this documentation.
The user will receive an email with instructions to access your instance.
Approval process overview process
The global approval process is as follows:
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Approval policies setup
An admin users creates an approval policy, defining conditions under which the policy should apply to journeys or campaigns. For example, you can create an approval policy that requires that all scheduled campaigns created by a given user should be approved before being activated. Learn how to create approval policies
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Campaign/journey submission for approval
The campaign/journey creators build a journey or campaign and submits it for approval. The campaign/journey enters an “In Review” state, during which no edits can be made unless the request is canceled. Learn how to request approval
note note NOTE Campaigns and journeys only need to be submitted for approval if an approval policy is in place. If no such policy applies, the creator can directly publish the campaign or journey without requiring approval. -
Review and approval
The approver(s) defined in the approval policy that applies to the journey or campaign receive(s) a notification. They can review the journey or campaign content, audience, and settings. If changes are needed, the approver requests them, returning the campaign to “Draft” for revisions. If ready, they can activate and launch the journey or campaign. Learn how to review and approve a request
Monitor approval requests monitor
You can monitor all the approval and change requests that have been submitted for a given journey or campaign. To do this, click the Show Audit Trail icon located in the upper-right section of the journey canvas or the campaign review screen.
