Adobe Campaign offers several options for marketers to review and provide delivery content, campaign target, data extraction, and budget approvals.
This tutorial explains how to configure different approval validation workflows.
Before enabling approval steps, the marketing team must define individual reviewers:
If you have the same set of reviewers for all deliveries in your campaign workflow, apply the campaign approval functionality, by setting up approvals and reviewers at the campaign level. The approval tasks and reviewers are pushed down to each delivery activity of your workflow once the workflow is executed.
Prior to enabling approval steps, the marketing team must find individual reviewers. The Adobe Campaign Reviewer role within an approval activity can either be a single reviewer, operator or a group of reviewers, operator role. The reviewers and reviewer groups must be previously configured in Adobe Campaign by an administrator role. This enables campaign developers to select reviewers as approvers in a campaign or a delivery.
If you have the same set of reviewers for all deliveries in your campaign workflow, then you would leverage the campaign approval functionalities. By setting up approvals and reviewers at the campaign level, the approval task and reviewers will be pushed down to each delivery activity of your work flow once the work flow is executed.
To set approvals at the campaign level, create a new campaign, save, and open the campaign.
Go to the campaign edit tab and click on advanced campaign parameters.
Now navigate to the approvals tab and select a type of validation steps required for this campaign.
In this example we’ll check the enable content approval and enable target approval.
If all steps are selected, content, the target, the budget and your data extraction, four validations will be required before the delivery is dispatched. In our example, the reviewer will receive two approval requests. You can assign individual reviewers or group of reviewers. Expand the content reviewer folder and select an approver from the operator folder. Then select an operator group for the target approver reviewer group. You can select multiple reviewers by selecting the edit. And set the approval type in delay. Note that if multiple reviewers are designated the step is approved as soon as one reviewer approves it.
Reviewers can either have full access to the campaign tool to review and submit approvals or can simply view and submit approvals via restricted web version of the campaign tool.
To send approvals, go to the campaign workflow, build your selection logic and configure an email delivery activity. Save and start your workflow. After a few seconds you’ll notice the delivery flashing.
There are two ways to approve. Go to the campaign dashboard and you’ll elicit an approval button with a content and target approval task.
You can also click on the home tab, then select the campaigns tabs and browse the deliveries button where you will see all deliveries created using this instance. Open delivery and receive for review.
The second way is get an email sent out to the reviewers. Each operator assigned to an approval step will receive an email asking them to accept or refuse an approval step. If another operator confirms or rejects the step before them operators will receive an additional email informing them of such actions. Upon clicking the link in the approval email, the operator will need to enter their credentials in the web form that appears before proceeding to the confirmation or rejection options.
In both situations, if you approve the content you can move on to the target approval. If you decline either the content or the target approval, the workflow will stop. The campaign developer will then need to make some manual updates and restart the approval process. If both content and target are approved, the delivery will be sent. -
You can also set up approvals at a delivery level. If delivery approvals steps and reviewers differ from the campaign approval steps and reviewers, the delivery settings override the campaign settings.
You can also set up approvals at a delivery level. If delivery approval steps and reviewers differ from the campaign approvals steps and reviewers. The delivery settings will override the campaign settings. In campaign workflow, build selection logic and configure the email delivery from the delivery step. to modify delivery approval settings double click delivery activity>properties. Go to the approval tab The approval options are the same as at the campaign level. In addition, there is a confirmed delivery before end approval step. This is the final approval step added before the delivery is sent out. This minimizes the risk of accidentally sending out deliveries. It is a highly recommended option for ad hoc campaigns. obviously this is not recommended for scheduled campaigns. The approval options are the same as the campaign level approval. The various actions taken throughout the approval process can be seen in delivery click edit > audit tab > approval section. -
Unlike the delivery or campaign approvals, the approval activity allows one to create an approval process within a workflow. This way, the targeting selection logic can be approved before the delivery is launched. It also allows approval at multiple levels within the workflow, if needed.
You can also configure approvals using the workflow approval activity.
Unlike the delivery or campaign approvals, the approval activity allows one to create an approval process within a workflow. This way, the targeting selection logic can be approved before the delivery is launched. It also allows approval and multiple levels within the workflow, if needed. In a campaign workflow, drag and drop an approval activity from the flow control tab. You can connect it to any workflow activity part of your selection logic.
In this example, we have already drag and dropped and connected our approval activity to a selection logic.
Specific approvers can be set up by double clicking on the approval activity. Under the assignment type drop down, select if you wish to select an operator group or a specific operator. Under the assignee drop down tab select the group or operator for the approval process. Chosen individuals will receive an email requiring them to log in before making a decision to either approve or reject.
If the multiple approve checkbox is ticked several operators will be able to both approve or reject the activity. Note that if this checkbox is ticked, one user rejects and one user approves, both branches will be followed.
In the approval activity, go to the expiration tab. This tab allows an operator to set an expiration date on the chosen approval activity.
After the time expired, the workflow would automatically continue. Unlike delivery or campaign approvals, the approval activity does not require a confirmation or a rejection in order to move ahead. If no one has approved the activity, the flow would automatically go to the expiration output that is created automatically when an expiration condition is set.
It is suggested to use only one inbound branch to the approval segment. If multiple branches are used, the approvers will receive multiple emails for each inbound branch. Approving one branch and then approving a second one will override the first approval.
The output branches of the output activity can be attached to other workflow activities or deliveries depending on the business objective. -
For more information, refer to the Approval Documentation