在此頁面：作為指定的核准者，檢閱提交的歷程或行銷活動，並在其上線之前核准並發佈，或將變更請求傳回建立者。
如果核准原則適用於歷程或行銷活動，則需要提交核准才能發佈。 為此，歷程/行銷活動建立者傳送請求給核准原則中定義的核准者，且歷程/行銷活動獲得 稽核中 狀態。
如果您已被選為核准者，系統會透過電子郵件和Journey Optimizer警示通知您；按一下畫面右上角的鈴鐺圖示，即可在 要求 索引標籤中存取該警示。
若要檢閱歷程/行銷活動，請從電子郵件或警報中將其開啟，並檢查其設定，例如對象、內容或設定。
完成後，您可以核准並發佈歷程/行銷活動，或在啟用它之前要求變更。
核准並發佈歷程/行銷活動 approve
如果歷程或行銷活動已準備好上線，您可以按一下 核准 按鈕來核准它。
在顯示的視窗中，按一下核准並啟動，讓歷程/行銷活動上線。
要求變更歷程/行銷活動 changes
如果已傳送以供核准的歷程或行銷活動中需要變更，您可以將請求傳送給建立者，以便他們進行必要的變更。
若要這麼做，請按一下 要求變更 按鈕。 在開啟的窗格中，提供詳述您請求的訊息，然後按一下 傳送 以提交您的請求。
傳送請求後，歷程/行銷活動建立者會透過電子郵件和Journey Optimizer警報收到通知。 行銷活動會回到「草稿」狀態。 整合變更後，歷程/行銷活動建立者可以重新提交以進行核准。
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.