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'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[2025 Release Notes]] > Email Sending Approval
'''Navigation:''' [[Main_Page]] > [[ActiveCampaign HQ]] > Email Sending Approval


= ActiveCampaign HQ Email Sending Approval =
== ActiveCampaign HQ Email Sending Approval ==


== Introduction ==
=== Introduction ===
The '''Email Sending Approval''' feature is a valuable addition to ActiveCampaign HQ (ACHQ) that facilitates a structured approval process for email campaigns, particularly beneficial for franchise businesses. This feature ensures that all email communications maintain brand consistency and comply with necessary guidelines before reaching recipients. With a focus on streamlined workflows, this functionality helps franchisees and franchisors communicate effectively while upholding the integrity of the brand across multiple locations.


The '''Email Sending Approval''' feature, introduced in ActiveCampaign HQ (ACHQ) as part of the [[2025 Release Notes]], provides a powerful framework for franchisors to maintain brand consistency, compliance, and quality across all franchisee marketing communications. Designed specifically with franchise and multi-location businesses in mind, this feature introduces a structured approval workflow that allows headquarters to oversee and approve outbound email campaigns created by local branches before they are sent.
=== How to Access the Feature ===
To access the '''Email Sending Approval''' feature, navigate to the ACHQ dashboard. Follow these steps:


With customizable enforcement policies, intuitive review interfaces, and integrated tracking tools, '''Email Sending Approval''' offers central control over brand messaging without limiting the flexibility of individual franchise teams. This article provides an in-depth overview of how to use and get the most out of this feature.
1. Click on the '''Settings''' option located in the top navigation menu.  
2. Once in the settings, you will gain access to configure approval processes and settings according to your business needs.


== How to Access Email Sending Approval ==
No additional setup or upgrade is required to start utilizing this feature.


To enable or configure the '''Email Sending Approval''' feature, users must be on the ACHQ platform. This feature is available to ActiveCampaign customers across all plan types: Starter, Plus, Pro, and Enterprise.
=== Step-by-Step Instructions ===
To implement and manage the '''Email Sending Approval''' process, follow these detailed steps:


You can access '''Email Sending Approval''' through the ACHQ dashboard:
1. **Access Settings**: Start at the ACHQ dashboard and click on the '''Settings''' option in the top menu.
2. **Customize Approval Settings**: Tailor the approval enforcement settings based on your requirements. You can choose an account-wide approach, opt for label-based approvals, or determine selective enforcement that fits your specific needs.
3. **Create Email Campaigns**: Franchisees can create their email campaigns as usual. However, all campaigns will require approval before sending.
4. **Submit for Approval**: Once the campaign is created, franchisees must submit it for approval. This action will trigger the approval workflow.
5. **Review Interface**: ACHQ administrators will receive notifications regarding new campaign submissions and can access a detailed campaign review interface to assess the content.
6. **Approval Communication**: The integrated notification system will keep all parties informed about the review status, ensuring transparent communication throughout the approval process.
7. **Automatic Tracking**: The system automatically tracks the status of the campaigns, allowing for efficient management of the approval workflow.


# Log in to your ActiveCampaign HQ dashboard.
=== Configuration Options and Settings ===
# In the top navigation menu, click on '''Settings'''.
The '''Email Sending Approval''' feature comes with several configuration options to ensure the approval process fits your specific business model. Key options include:
# Locate the section labeled '''Email Sending Approval''' to begin configuration.


No additional upgrades or installation steps are needed to start using this feature.
* '''Approval Enforcement Settings''': Choose from account-level, label-based, or selective enforcement to define how approvals are managed across different campaigns.
* '''Notification System''': Set up communications that indicate the status of the campaign reviews to keep everyone informed.
* '''Campaign Review Interface''': Use this detailed interface to examine the content prepared by franchisees to ensure quality and compliance before sending.


== Step-by-Step Instructions ==
=== Best Practices and Tips ===
To maximize the effectiveness of the '''Email Sending Approval''' feature, consider the following best practices:


=== Step 1: Access Email Sending Approval Dashboard ===
* Set clear guidelines for content creation and the approval process to minimize revisions and streamline communication.
From the ACHQ interface:
* Regularly train franchisees on the importance of compliance and quality content in their email marketing efforts.
* Use the notification system effectively to ensure all stakeholders are updated on campaign statuses to avoid delays.
* Monitor the overall effectiveness of campaigns and the approval process, making adjustments as needed based on feedback and results.


# Click on '''Settings''' in the main navigation.
=== Common Use Cases with Examples ===
# Navigate to the '''Email Sending Approval''' section.
The '''Email Sending Approval''' feature is ideal for various scenarios in a franchise environment:
# Here, franchisors (admins) will see an overview of submitted, pending, approved, and rejected campaigns.


=== Step 2: Define Approval Enforcement Settings ===
1. **Brand Promotion**: Franchisees can send localized promotions, but all content must be reviewed to align with corporate branding.
Set approval rules that apply to campaigns created by franchisees:
2. **Regulatory Compliance**: Consider a franchise in the healthcare industry that must comply with specific advertising regulations. The approval feature ensures all campaigns adhere to these legal standards.
3. **Quality Assurance**: Before launching a seasonal campaign, a franchisor can review email content for quality and adherence to brand messaging, ensuring professionalism across all communications.


* Use '''Account-Wide Enforcement''' to require campaign approval across all locations.
=== Troubleshooting Section ===
* Choose '''Label-Based Enforcement''' to apply rules based on custom business labels or classifications (e.g., region, department).
If issues arise while using the '''Email Sending Approval''' feature, consider the following troubleshooting steps:
* Opt for '''Selective Enforcement''' to enable approval only for certain users or business units.


Admins can define and modify enforcement rules depending on their operational structure.
* Ensure that all users have the necessary permissions to submit and review campaigns.
* Confirm that the notification settings are enabled and correctly configured to prevent missed communications.
* If a campaign's status does not update, refresh the interface or check for any system notifications regarding submission errors.


=== Step 3: Review Submitted Campaigns ===
=== Related Features ===
For additional information on related capabilities within ActiveCampaign, refer to the following:


Franchisees create and submit email campaigns for approval. Admins will:
- [[Automation]] – Learn how to automate various marketing processes within your campaigns.
- [[Contact Management]] – Discover how to manage and segment your contacts effectively.


# Receive a notification alerting them of a new campaign submission.
=== FAQ ===
# Access the campaign through the '''Campaign Review Interface'''.
* '''What is Email Sending Approval?'''
# Use the intuitive layout to evaluate content, branding, targeting, and send parameters.
  Email Sending Approval is a feature that facilitates a structured approval process for email campaigns created by franchisees in ActiveCampaign HQ.


Admins have options to:
* '''How do I start using the Email Sending Approval feature?'''
  Click on the '''Settings''' option in your ACHQ dashboard to configure the approval process.


* Click '''Approve''' to allow the campaign to be sent.
* '''Can I customize approval settings?'''
* Click '''Request Edits''' to send feedback.
  Yes, you can customize approval settings based on your business needs, choosing from account-wide, label-based, or selective enforcement.
* Click '''Reject''' to disallow the campaign from being sent.


=== Step 4: Monitor Campaign Status ===
* '''What happens if a campaign is not approved?'''
  The campaign will not be sent until the necessary approval is obtained from the designated reviewers.


The built-in notification system and campaign status tracking tools allow all stakeholders to remain informed. Campaigns will appear with statuses like:
* '''How will I be notified of status updates?'''
  The built-in notification system will inform all relevant parties of updates regarding the campaign review status.


* '''Pending Approval'''
* '''Is there a way to track campaign review progress?'''
* '''Approved'''
  Yes, the system automatically tracks campaign status, providing a clear overview of where each campaign is in the approval process.
* '''Rejected'''
* '''Awaiting Edits'''


Franchisees receive notifications when their campaign has been reviewed, enabling them to take further action or revise as needed.
* '''Are there any restrictions on who can approve campaigns?'''
  Typically, the franchisor or designated administrators have the authority to approve campaigns, ensuring that brand standards are maintained.


== Configuration Options and Settings ==
For more detailed information, you can refer to the additional resource: [ACHQ Email Sending Approval](https://help.activecampaign.com/hc/en-us/articles/19100006940444-ACHQ-Email-Sending-Approval).
 
The flexibility of the '''Email Sending Approval''' feature stems from several configurable options:
 
* '''Approval Enforcement Rules''': Choose between account-wide, label-based, or selective enforcement models.
* '''Campaign Review Interface''': A centralized page where administrators view key campaign details and make decisions.
* '''Notification System''': Automatically informs franchisors and franchisees of submission status updates, approvals, or required edits.
* '''Status Tracking''': Track every email campaign from submission to approval, increasing transparency.
 
These settings are accessible and manageable directly from the ACHQ settings panel to make configuration intuitive and efficient.
 
== Best Practices and Tips ==
 
To ensure optimal use of the '''Email Sending Approval''' feature, consider the following best practices:
 
* **Establish Clear Review Guidelines**: Define and document what franchisees should include in their campaigns for faster approvals.
* **Use Label-Based Enforcement Strategically**: Apply different rules to different regions or departments to support localized marketing without sacrificing control.
* **Leverage Notifications for Workflow Efficiency**: Encourage users to monitor notifications to avoid delays in campaign timelines.
* **Regularly Review Approval Policies**: Periodic review of approval settings ensures that enforcement rules remain aligned with business growth and franchise needs.
* **Train Both Admins and Franchisees**: Providing short tutorials or onboarding materials can dramatically improve the frequency of first-pass approval successes.
 
== Common Use Cases with Examples ==
 
=== Franchised Retail Business ===
A retail chain with 300 individual locations enables '''Account-Wide Enforcement''' to require that all email campaigns — whether a limited-time promotional coupon or a location-specific event invite — are aligned with national brand guidelines before being sent.
 
=== Multi-Region Franchise Network ===
A health and wellness franchise uses '''Label-Based Enforcement''' to allow regional directors to approve campaigns created within their jurisdiction, enabling faster approvals while maintaining oversight.
 
=== National Compliance Requirements ===
A financial services franchise must comply with specific legal guidelines. By mandating franchisee campaigns go through HQ for approval, the legal team ensures messages are compliant with state-level laws.
 
== Troubleshooting ==
 
While the '''Email Sending Approval''' feature is designed to be seamless, you may encounter the following:
 
=== Campaign Not Visible for Review ===
Ensure that the franchisee has clicked '''Submit for Review''' within the campaign builder. Drafts will not appear in the review dashboard until formally submitted.
 
=== Notifications Not Received ===
Check that your account email preferences are not disabling system notifications. Also verify that your email provider has not marked notification emails as spam.
 
=== Approval Button Not Responding ===
This may be a browser caching issue. Clear your browser cache or try accessing from another browser to resolve interface issues.
 
=== Edits Requested But Not Received ===
Ensure that franchisees are checking the campaign dashboard for feedback, which may be embedded rather than sent via email alone.
 
== Related Features ==
 
See also the related article on [[ACHQ Email Sending Approval]] for a more detailed look at usage within different organizational models.
 
== FAQ ==
 
=== What plans is Email Sending Approval available on? ===
'''Email Sending Approval''' is available to customers on all ActiveCampaign HQ plans: Starter, Plus, Pro, and Enterprise.
 
=== Can I disable Email Sending Approval for some users? ===
Yes. Using '''Selective Enforcement''', you can choose which users, teams, or business units require approval, allowing flexibility in how the feature is applied.
 
=== Are franchisees notified when their campaigns are approved or rejected? ===
Yes. The integrated '''Notification System''' ensures that both feedback and decision status are relayed directly to the franchisee.
 
=== Does this affect all marketing channels or just email? ===
Currently, '''Email Sending Approval''' only applies to outbound email campaigns submitted through the ACHQ platform.
 
=== Can I limit who can approve campaigns? ===
Yes. Only designated ACHQ administrators have access to the '''Campaign Review Interface''' and can approve or reject submissions.
 
=== Can multiple admins review campaigns? ===
Yes. All designated ACHQ admins will have access to submitted campaigns and can perform reviews, ensuring that bottlenecks are minimized.
 
=== What happens if a campaign is rejected? ===
Franchisees can revise the rejected campaign based on the feedback and resubmit it through the system for approval.
 
== Conclusion ==
 
The '''Email Sending Approval''' feature marks a significant upgrade for franchises and enterprise marketing teams using ActiveCampaign HQ. By giving franchisors structured control over outbound communications while maintaining the autonomy of franchisees, this feature balances brand consistency with operational flexibility.
 
To learn more or for further setup guidance, refer to the [[ACHQ Email Sending Approval]] article or access the feature under your ACHQ dashboard via the '''Settings''' menu.
 
For complete product updates, visit the [[ActiveCampaign Release Notes]] or explore more innovations in [[2025 Release Notes]].

Latest revision as of 07:54, 3 November 2025

Navigation: Main_Page > ActiveCampaign HQ > Email Sending Approval

ActiveCampaign HQ Email Sending Approval[edit | edit source]

Introduction[edit | edit source]

The Email Sending Approval feature is a valuable addition to ActiveCampaign HQ (ACHQ) that facilitates a structured approval process for email campaigns, particularly beneficial for franchise businesses. This feature ensures that all email communications maintain brand consistency and comply with necessary guidelines before reaching recipients. With a focus on streamlined workflows, this functionality helps franchisees and franchisors communicate effectively while upholding the integrity of the brand across multiple locations.

How to Access the Feature[edit | edit source]

To access the Email Sending Approval feature, navigate to the ACHQ dashboard. Follow these steps:

1. Click on the Settings option located in the top navigation menu. 2. Once in the settings, you will gain access to configure approval processes and settings according to your business needs.

No additional setup or upgrade is required to start utilizing this feature.

Step-by-Step Instructions[edit | edit source]

To implement and manage the Email Sending Approval process, follow these detailed steps:

1. **Access Settings**: Start at the ACHQ dashboard and click on the Settings option in the top menu. 2. **Customize Approval Settings**: Tailor the approval enforcement settings based on your requirements. You can choose an account-wide approach, opt for label-based approvals, or determine selective enforcement that fits your specific needs. 3. **Create Email Campaigns**: Franchisees can create their email campaigns as usual. However, all campaigns will require approval before sending. 4. **Submit for Approval**: Once the campaign is created, franchisees must submit it for approval. This action will trigger the approval workflow. 5. **Review Interface**: ACHQ administrators will receive notifications regarding new campaign submissions and can access a detailed campaign review interface to assess the content. 6. **Approval Communication**: The integrated notification system will keep all parties informed about the review status, ensuring transparent communication throughout the approval process. 7. **Automatic Tracking**: The system automatically tracks the status of the campaigns, allowing for efficient management of the approval workflow.

Configuration Options and Settings[edit | edit source]

The Email Sending Approval feature comes with several configuration options to ensure the approval process fits your specific business model. Key options include:

  • Approval Enforcement Settings: Choose from account-level, label-based, or selective enforcement to define how approvals are managed across different campaigns.
  • Notification System: Set up communications that indicate the status of the campaign reviews to keep everyone informed.
  • Campaign Review Interface: Use this detailed interface to examine the content prepared by franchisees to ensure quality and compliance before sending.

Best Practices and Tips[edit | edit source]

To maximize the effectiveness of the Email Sending Approval feature, consider the following best practices:

  • Set clear guidelines for content creation and the approval process to minimize revisions and streamline communication.
  • Regularly train franchisees on the importance of compliance and quality content in their email marketing efforts.
  • Use the notification system effectively to ensure all stakeholders are updated on campaign statuses to avoid delays.
  • Monitor the overall effectiveness of campaigns and the approval process, making adjustments as needed based on feedback and results.

Common Use Cases with Examples[edit | edit source]

The Email Sending Approval feature is ideal for various scenarios in a franchise environment:

1. **Brand Promotion**: Franchisees can send localized promotions, but all content must be reviewed to align with corporate branding. 2. **Regulatory Compliance**: Consider a franchise in the healthcare industry that must comply with specific advertising regulations. The approval feature ensures all campaigns adhere to these legal standards. 3. **Quality Assurance**: Before launching a seasonal campaign, a franchisor can review email content for quality and adherence to brand messaging, ensuring professionalism across all communications.

Troubleshooting Section[edit | edit source]

If issues arise while using the Email Sending Approval feature, consider the following troubleshooting steps:

  • Ensure that all users have the necessary permissions to submit and review campaigns.
  • Confirm that the notification settings are enabled and correctly configured to prevent missed communications.
  • If a campaign's status does not update, refresh the interface or check for any system notifications regarding submission errors.

Related Features[edit | edit source]

For additional information on related capabilities within ActiveCampaign, refer to the following:

- Automation – Learn how to automate various marketing processes within your campaigns. - Contact Management – Discover how to manage and segment your contacts effectively.

FAQ[edit | edit source]

  • What is Email Sending Approval?
 Email Sending Approval is a feature that facilitates a structured approval process for email campaigns created by franchisees in ActiveCampaign HQ.
  • How do I start using the Email Sending Approval feature?
 Click on the Settings option in your ACHQ dashboard to configure the approval process.
  • Can I customize approval settings?
 Yes, you can customize approval settings based on your business needs, choosing from account-wide, label-based, or selective enforcement.
  • What happens if a campaign is not approved?
 The campaign will not be sent until the necessary approval is obtained from the designated reviewers.
  • How will I be notified of status updates?
 The built-in notification system will inform all relevant parties of updates regarding the campaign review status.
  • Is there a way to track campaign review progress?
 Yes, the system automatically tracks campaign status, providing a clear overview of where each campaign is in the approval process.
  • Are there any restrictions on who can approve campaigns?
 Typically, the franchisor or designated administrators have the authority to approve campaigns, ensuring that brand standards are maintained.

For more detailed information, you can refer to the additional resource: [ACHQ Email Sending Approval](https://help.activecampaign.com/hc/en-us/articles/19100006940444-ACHQ-Email-Sending-Approval).

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