Workflow Approval


Workflow Approval allows you to verify the content of the campaign message before deploying to all contacts.

Campaign Workflow is the ability to send a snapshot of the campaign message to one or more email addresses before the campaign is deployed to the list of contacts.  The workflow recipient(s) have the opportunity to review the message and then cancel, send, or correct and regenerate the campaign message.

Please Note: Workflow is not supported in Lifecycle Campaign deployment.

Enabling Workflow Approval

To use workflow, you must first enable it in the Advanced tab of the List properties:

  1. Go to LISTS > VIEW LISTS.
  2. Click the List to open the Edit List page.
  3. Click the Advanced tab.
  4. Select the Workflow option Approval is required before sending
  5. In the Email(s) field, enter one or more email addresses separated by comma, semi-colon, or space.
  6. Click SAVE.

Workflow Approval Message

With Workflow enabled in your List properties, each time you deploy a campaign (through the Campaign Wizard or a Scheduled Campaign) the workflow version of the message will be sent to the addresses identified in the List. Each message will include the following information above the main campaign message content:

  • List Name
  • Template Name
  • Segmentation Rule Name
  • Number of Contacts to receive the campaign
  • Tracking status (enabled/disabled)
  • Publishing time
  • List of addresses to whom the workflow was sent

Workflow Approval Options

To approve the message and send it to the contacts identified for the campaign, click APPROVE.  If on a schedule, the campaign will deploy at the scheduled time, unless it has passed, then it will start immediately.  If deployed through the Campaign Wizard, the campaign will start immediately.

To regenerate the content and resend the workflow, click RESEND.  The campaign will not deploy, but instead it will make a new snapshot of the content and send a new copy of the workflow message.  This is helpful when you have made last minute changes to the template or list and need the changes reflected in the campaign. 

To cancel the campaign completely, click CANCEL.  No campaign will be generated in the list of campaigns, and the message will not be delivered to the contacts.

NOTE: Any changes made to your Template, List, Articles, or other content after the Workflow has been approved will NOT appear in your message.  Changes made after Workflow Approval will be ignored, and the message will be sent with the content and list properties defined at the time the message content was approved.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk