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Approving and Rejecting Campaigns

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Managers need to approve (or reject) Campaigns that are submitted to them for approval. To do so, the manager can open the Campaign work object either directly from their email (by clicking the Campaign link) or from their Work List. The Approve and Reject actions enable the manager to take the corresponding approval action once they have reviewed pertinent Campaign details.

When approving the Campaign, the manager can also enter an approval note. A note is required if the manager is rejecting the Campaign.

After the manager performs an approval action on the Campaign, the system notifies the user that submitted the Campaign for approval. This email contains the approval status, manager's note, and a link to directly open the Campaign.

The approval status and the manager's note are also displayed in the Campaign.

When a Campaign is rejected, the marketer must make updates to its configurations (via the Edit action) before other actions can be performed on the Campaign.

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