在此页面上:作为指定的批准者,审阅提交的历程或营销活动,并在其上线之前批准和发布它或将更改请求发送回创建者。
如果审批策略适用于历程或营销策划,则需要提交审批才能发布。 为此,历程/营销活动创建者向审批策略中定义的审批者发送请求,并且历程/营销活动获得 审核中 状态。
如果您已被选为批准者,系统将通过电子邮件和Journey Optimizer警报向您发送通知,单击屏幕右上角的铃铛图标可在 请求 选项卡中访问该警报。
要查看历程/营销策划,请从电子邮件或警报中打开它,并检查其设置,例如受众、内容或设置。
完成后,您可以批准并发布历程/营销活动,或者在激活它之前请求更改。
批准并发布历程/营销策划 approve
如果历程或营销策划已准备好上线,您可以通过单击 批准 按钮来批准它。
在显示的窗口中,单击 批准并激活 以启用历程/营销活动。
请求对历程/营销活动进行更改 changes
如果已发送以供审批的历程或营销活动中需要更改,您可以向创建者发送请求,以便他们进行必要的更改。
为此,请单击 请求更改 按钮。 在打开的窗格中,提供详述您的请求的消息,然后单击 发送 以提交您的请求。
发送请求后,Journey/Campaign创建者会通过电子邮件和Journey Optimizer警报收到通知。 营销活动将返回到“草稿”状态。 集成更改后,历程/营销活动创建者可以重新提交它以供审批。
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.