Configure approvals for campaigns

Transcript

Prior to enabling approval steps, the marketing team must define 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 in a delivery. If you have the same set of reviewers for all deliveries in your campaign workflow, then you will deliver 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 workflow once the workflow 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 the 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, the content, the target, the budget, and the 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 their operator folder. Then, select an operator group for the target approval reviewer group. You can select multiple reviewers by selecting the edit and set the approval type and delay. Note that if multiple reviewers are designated, this 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 a 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 notice an Approval button with the Content and Target Approval task. You can also click on the Home tab, then select the Campaigns tab and browse the Deliveries button, where you will see all deliveries created using this instance. Open delivery you have received for review. The second way is via the 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, delivery will be sent.