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. -