開始使用歷程及行銷活動核准 send-proofs

瞭解如何指派核准相關權限

1. 在​ 權限 ​產品中，前往​ 角色 ​標籤，然後選取所需的​角色。

2. 按一下​ 編輯 ​以修改權限。

3. 新增​ 行銷活動 ​資源，然後從下拉式選單中，選取​核准和發佈行銷活動。

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4. 新增​ 歷程 ​資源，然後從下拉式選單中，選取​核准和發佈歷程。

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5. 按一下​儲存，以套用所做的變更。

任何已指派給此角色的使用者都會自動更新其權限。

1. 若要將此角色指派給新使用者，請瀏覽至​ 角色 ​儀表板中的​ 使用者 ​標籤，然後按一下​新增使用者。

2. 輸入使用者的名稱、電子郵件地址，或從清單當中選擇，然後按一下​儲存。

3. 如果之前未建立使用者，請參閱此文件。

使用者將會收到一封電子郵件，提供存取執行個體的指示。

我是否需要為每個行銷活動或歷程建立核准原則？

否。 核准原則是有條件的。 只有當您想要強制審查特定行銷活動或歷程集 (例如，特定團隊建立的所有已排程行銷活動) 時，才需要建立原則。 如果行銷活動或歷程未套用任何原則，則建立者無需請求核准即可直接發佈。

如果核准者沒空，會發生什麼情況？

請求會保持「審閱中」狀態，直到核准者對其採取行動為止。 您可以取消請求 (項目返回「草稿」狀態)，並在核准者有空時重新提交。 管理員也可以更新核准原則以新增其他核准者。

我是否可以在行銷活動或歷程處於待核准狀態時對其進行編輯？

否。 提交核准後，行銷活動或歷程即處於鎖定的「審閱中」狀態。 若要進行變更，建立者或核准者必須先取消請求。 項目會返回「草稿」狀態，可以編輯後再重新提交。

我在下拉式清單中看不到核准與發佈權限，我該檢查什麼？

請先確認您新增了正確的資源。 核准和發佈行銷活動​權限需要將​ 行銷活動 ​資源新增到角色，而​ 核准和發佈歷程 ​需要​ 歷程 ​資源。 兩者必須分別新增。 瞭解如何指派核准相關權限

如果有多個原則相符，Journey Optimizer 如何決定套用哪個核准原則？

當多個作用中核准原則可套用至相同歷程或行銷活動時，最近啟用​的原則會優先套用。 該原則中定義的核准者使用者群組是收到通知並負責處理請求的群組。

了解更多

如果請求者屬於多個使用者群組，他們是否可以選擇將核准請求傳送至哪個群組？

否。 請求者無法手動選取要接收或路由核准請求的使用者群組。 依據原則優先順序，在套用的核准原則中指定的使用者群組會自動收到通知。

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.