Configure approvals for deliveries

Transcript

You can also set up approvals at a delivery level. If delivery approval steps and reviewers differ from the campaign approval steps and reviewers, the delivery settings will override the campaign settings. In your campaign workflow, build your selection logic and configure an email delivery activity from the Deliveries tab. To modify delivery approval settings, double-click on the delivery activity, then on Properties. Go to the Approval tab. The approval options are the same as the one at the campaign level. In addition, there’s a Confirm delivery before send approval step. This is a final approval step added before the delivery is sent out. This minimizes the risk of accidentally sending out deliveries, making this a highly recommended option for ad hoc campaigns. Obviously, this is not recommended for scheduled campaigns. The approval options are the same as per the campaign level approval. The various actions taken throughout the approval process can be seen in a delivery by clicking on the Edit tab and going to the Audit tab on the left, and then navigating to the Approvals section.