历程和营销活动审批入门 send-proofs

了解如何分配与审批相关的权限

1. 在​ 权限 ​产品中，转到​ 角色 ​选项卡并选择所需的​角色。

2. 单击​编辑，修改权限。

3. 添加​ 营销活动 ​资源，然后从下拉菜单中选择​审批和发布营销活动。

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4. 添加​ 历程 ​资源，然后从下拉菜单中选择​审批和发布历程。

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5. 单击​ 保存 ​以应用更改。

任何已分配此角色的用户的权限都将自动更新。

1. 要将此角色分配给新用户，请导航到​ 角色 ​仪表板中的​ 用户 ​选项卡，然后单击​添加用户。

2. 输入用户名、电子邮件地址或从列表中选择，然后单击​保存。

3. 如果之前没有创建用户，请参阅此文档。

用户将收到一封电子邮件，其中包含访问实例的说明。

是否需要为每个营销活动或历程创建审批策略？

不可以。 审批策略是有条件的。 只有当您要强制审查一组特定的营销活动或历程（例如，由特定团队创建的所有预定营销活动）时，才需要创建策略。 如果营销活动或历程不存在任何策略，则创建者可以直接发布，而无需请求审批。

如果审批者暂时无法处理，该怎么办？

请求会保持“审核中”状态，直到审批者对其执行操作为止。 您可以取消请求（将项目返回至“草稿”），待有合适的审批者可用后重新提交。 管理员还可以更新审批策略以添加其他审批者。

我能否在营销活动或历程处于待审批状态时对其进行编辑？

不可以。 提交审批后，营销活动或历程处于锁定的“审核中”状态。 要进行更改，创建者或审批者必须首先取消请求。 该项目将返回到“草稿”，可在重新提交之前进行编辑。

我在下拉列表中未看到审批和发布权限 - 我应该检查哪些内容？

确保首先添加正确的资源。 审批和发布营销活动​权限要求将​ 营销活动 ​资源添加到该角色，而​ 审批和发布历程 ​需要​ 历程 ​资源。 两者必须单独添加。 了解如何分配与审批相关的权限

如果多个策略可能匹配，Journey Optimizer 如何确定适用的审批策略？

当多个活动审批策略可以应用于同一历程或营销活动时，最近​ 激活的策略 ​优先。 该策略中定义的审批者用户组将收到通知，并负责处理该审批请求。

了解详情

如果请求者属于多个用户组，他们能否选择将审批请求发送到哪个组？

不可以。 请求者无法手动选择哪个用户组接收或路由审批请求。 根据策略优先权应用的审批策略中指定的用户组会自动收到通知。

AI Knowledge Reference

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 introduces the embedded approval process in Journey Optimizer, covering the permissions it requires, the end-to-end policy-to-publish workflow, and how to monitor requests so stakeholders sign off before journeys and campaigns go live.

Intents:

• Understand the embedded approval process that keeps journeys and campaigns locked during review
• Assign the Approve & publish Campaigns and Approve & publish Journeys permissions
• Follow the workflow from approval policy setup to submission, review, and activation
• Monitor approval and change requests using the Show Audit Trail icon
• Understand which policy applies when several active policies could match

Glossary:

• Approval policy: A policy that defines the conditions under which a journey or campaign requires approval before it can go live. (product-specific)
• In Review: The locked state a campaign or journey enters after submission, during which no edits can be made unless the request is canceled. (product-specific)
• Show Audit Trail: An icon on the journey canvas or campaign review screen used to monitor the approval and change requests submitted for an object. (product-specific)
• Approve & publish Campaigns / Approve & publish Journeys: The permissions required to approve and publish campaigns and journeys respectively. (product-specific)

Guardrails:

• To approve and publish journeys and campaigns, users need the Approve & publish Campaigns and Approve & publish Journeys permissions.
• Campaigns and journeys only need to be submitted for approval if an approval policy is in place; if no policy applies, the creator can publish directly.
• During review, campaigns and journeys remain in a locked state so that no changes or unintended activations occur before all approvals are in place.
• When several active approval policies could apply to the same object, the policy activated most recently takes precedence.

Terminology:

• Canonical name: approval process — variants: approval workflow
• Do not confuse: “Draft” (editable state, and the state an object returns to when a request is canceled or changes are requested) ≠ “In Review” (locked state during approval)
• Do not confuse: “Approve & publish Campaigns” (requires the Campaigns resource) ≠ “Approve & publish Journeys” (requires the Journeys resource)

FAQ:

• Q: Do I need an approval policy for every campaign or journey? — No. Policies are conditional; create one only to enforce review for a specific set. If no policy applies, the creator can publish directly.
• Q: What happens if the approver is unavailable? — The request stays In Review until an approver acts. You can cancel it, returning the item to Draft, and resubmit, or an admin can add additional approvers to the policy.
• Q: Can I edit a campaign or journey while it is pending approval? — No. It is in a locked In Review state; the creator or an approver must cancel the request first, which returns it to Draft.
• Q: Which policy applies when more than one could match? — The policy activated most recently takes precedence, and its approver user groups are the ones notified and governing the request.
• Q: If a requestor belongs to multiple user groups, can they choose which group receives the request? — No. The user groups specified in the applicable policy are notified automatically.