On this page: As a designated approver, review a submitted journey or campaign and either approve and publish it or send change requests back to the creator before it goes live.
If an approval policy applies to a journey or campaign, it needs to be submitted for approval in order to be published. To do this, the journey/campaign creator sends a request to the approver(s) defined in the approval policy and the journey/campaign gets an In review status.
If you have been selected as approver, you are notified through an email and a Journey Optimizer alert, which is accessible when clicking the bell icon on top right of the screen, in the Requests tab.
To review the journey/campaign, open it from the email or alert, and check its settings such as its audience, content, or settings.
Once done, you can either approve and publish the journey/campaign, or request changes before activating it.
Approve & publish a journey/campaign approve
If a journey or campaign is ready to go live, you can approve it by clicking the Approve button.
In the window that displays, click Approve and activate to make the journey/campaign live.
Request changes to a journey/campaign changes
If changes are needed in a journey or campaign that has been sent for approval, you can send a request to the creator so that they make the necessary changes.
To do this, click the Request changes button. In the pane that opens, provide a message detailing your request and click Send to submit your request.
After sending the request, the journey/campaign creator is notified through an email and a Journey Optimizer alert. The campaign returns to the “Draft” status. Once changes have been integrated, the journey/campaign creator can resubmit it for approval.
This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.
For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.
- TL;DR: This page explains how a designated approver reviews a submitted journey or campaign and either approves and publishes it or sends change requests back to the creator before it goes live.
Intents:
- Receive approval notifications through an email and a Journey Optimizer alert in the Requests tab
- Review a submitted journey or campaign’s audience, content, and settings
- Approve and activate a journey or campaign to make it live
- Request changes with a message, returning the object to Draft status
- Fix missing approval emails by updating CX Enterprise subscription preferences
Glossary:
- Approver: The user defined in the approval policy who reviews a submitted journey or campaign and approves it or requests changes. (product-specific)
- In review: The status a journey or campaign receives once it is submitted for approval. (product-specific)
- Approve and activate: The action that makes an approved journey or campaign live. (product-specific)
- Request changes: The approver action that sends a message to the creator and returns the campaign to Draft status. (product-specific)
Guardrails:
- Reviewing a campaign is a read-only step: you can visualize all its settings but cannot perform any action on it.
- Before reviewing a journey or campaign, make sure you have the required permissions.
- If you are not receiving approval notifications through an email, update your subscription preferences in your CX Enterprise profile.
Terminology:
- Canonical name: Approve (button) — variants: Approve and activate (confirmation action)
- Do not confuse: “Approve” (open the approval window) ≠ “Approve and activate” (make the journey/campaign live)
- Do not confuse: “Approve” (approver accepts and publishes) ≠ “Request changes” (approver sends the object back to Draft for edits)
- Do not confuse: “In review” (status while awaiting approval) ≠ “Draft” (status after changes are requested)
FAQ:
- Q: Can I edit a campaign while reviewing it? — No. Reviewing a campaign is a read-only step; you can visualize all its settings but cannot perform any action on it.
- Q: How do I make an approved journey or campaign live? — Click Approve, then click Approve and activate in the window that displays.
- Q: What happens when I request changes? — The creator is notified through an email and a Journey Optimizer alert, the campaign returns to the “Draft” status, and the creator can resubmit once changes are integrated.
- Q: I am not receiving approval emails — what should I check? — Update your subscription preferences in your CX Enterprise profile.