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Approvals
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== Approval Process == Once you have configured the Email Sending Approval settings, you will need to review campaigns that sub-accounts submit and either Approve or Deny campaigns for them to be sent. The following steps will walk you through the process from the lens of the sub-account and your ACHQ account: === From the Sub-account === 1. The sub-account creates a draft campaign and clicks the “Submit for approval” button. The campaign status on the Campaign Overview page will have a “Pending HQ approval” status until the campaign is approved. === From the ACHQ Account === 1. From your ACHQ account, click the “Campaigns” tab. 2. Click the “Campaign approval” tab. * Unread campaign approvals will appear as a notification number on the “Campaign approval” tab. 3. Click the “Review” button to the right of the campaign that needs approval. This will open up the campaign in your sub-account in a new tab to review. 4. Click the ACHQ tab in your browser to return to your ACHQ account. ==== To Approve the Campaign ==== 1. Click the “Approve” button to the right of the campaign. 2. In the “Notify users” modal, select the sub-account emails to notify them of campaign approval. 3. Go to step 7. ==== To Deny the Campaign ==== 1. Click the “Deny” button to the right of the campaign. 2. In the “Notify users” modal, provide a reason for denying in the field and select the sub-account emails to notify them of campaign denial. 3. Go to step 7. 4. Click “Notify” to send the approve or deny notification. === From the Sub-account === * If the campaign is approved, the campaign status on the Campaign Overview page will change to “Approved by HQ.” As long as there aren’t any further changes to the campaign, it can be sent. * If the campaign is denied, the sub-account must address the deny reason and click the “Submit for approval” button to resubmit the campaign for approval. * Once the campaign is ready to send, the sub-account user can click “Continue” to the right of the campaign and then click the “Send” button to send the campaign.
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