ACHQ Email Sending Approval

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ACHQ Email Sending Approval

Introduction

The ACHQ Email Sending Approval feature is an essential tool for the Head Office Team within the ActiveCampaign High-Level Quality (ACHQ) platform. This function allows for the enforcement of campaign approvals for sub-accounts, ensuring that all email campaigns generated by these accounts are vetted before distribution. It matters because it reinforces control over outgoing communications, prevents potential misuse, and maintains the integrity of messaging across all sub-accounts.

How to Access this Feature

To utilize the ACHQ Email Sending Approval feature, you must have access to your ACHQ account. The feature can be accessed through the settings menu where you can configure which sub-accounts will require approval for their email campaigns.

Step-by-Step Instructions

To set up and manage Email Sending Approval, follow these detailed steps:

Step 1: Setting Up Email Sending Approval

1. Log into your ACHQ account and click on Settings in the main menu. 2. Navigate to the Approvals tab within the Settings. 3. Choose from the following configuration options for enabling email sending approvals on sub-accounts:

  * Enforce for all accounts: This option applies the email sending approval requirement to all existing and future sub-accounts.
  * Automatically enforce based on label: This selection allows you to specify which sub-accounts require approval based on assigned labels.
  * Manually select specific accounts: Utilize this option to individually choose which sub-accounts will be subject to the approval process.

4. Click on the Save button to confirm your configuration.

Step 2: Submitting Campaigns for Approval

1. A sub-account prepares a draft campaign and selects the Submit for approval button. The campaign will show a status of Pending HQ approval on the Campaign Overview page until it is acted upon.

Step 3: Approving or Denying Campaigns

1. From the ACHQ account, click the Campaigns tab. 2. Access the Campaign approval tab to view pending campaign approvals. 3. When a campaign is submitted for approval, you'll see a notification badge indicating unread approvals. 4. Click the Review button next to the campaign that requires your approval. This will open the campaign in the sub-account in a new browser tab for examination. 5. After reviewing, switch back to the ACHQ tab to take either of the following actions:

  * To approve the campaign, click the Approve button.
    * In the Notify users modal, select the emails from the sub-account that should receive approval notifications.
  * To deny the campaign, click the Deny button.
    * In the Notify users modal, enter a reason for the denial and select which sub-account emails to notify.

6. Complete the process by clicking the Notify button to send the approval or denial notification.

Step 4: Post-Approval Actions

- If the campaign is approved, the status will change to Approved by HQ, enabling the sub-account to send the campaign directly. - If the campaign is denied, the sub-account must address the denial reason, amend the campaign, and click the Submit for approval button again to restart the approval process. - To send the campaign, the sub-account user should select the Continue button next to the campaign, followed by the Send button.

Configuration Options

When setting up ACHQ Email Sending Approval, you will encounter several important configuration options, including:

• Enforce for all accounts: Apply a blanket approval requirement across all sub-accounts.
• Automatically enforce based on label: Create rules to automate the approval process based on labels.
• Manually select specific accounts: Tailor the approval process to specific sub-accounts as needed.

Changes to a Campaign After Approval

If a sub-account makes changes after a campaign has been approved, it may necessitate resubmission for approval. Here are the changes that would trigger re-approval versus those that would not:

Changes that Require Re-Approval

• Subject
• Recipient Selection (entire block)
• Edit Design
• Tracing and Automations (entire block)

Changes that Do Not Require Re-Approval

• Pre Header
• Schedule (entire block)
• From Name
• From Email
• Reply-to Address

Best Practices

When utilizing the ACHQ Email Sending Approval feature, consider these best practices: - Ensure all team members understand the approval process to avoid delays in campaign launches. - Clearly communicate any reasons for approval or denial to sub-account users for better understanding and improvement in future submissions. - Regularly review approval settings to ensure they align with team changes or organizational goals.

Troubleshooting

Common issues may occur if sub-accounts are experiencing difficulties submitting campaigns or if approvals are not being received. Here are some troubleshooting steps: - Verify if the sub-account is successfully selected for approval enforcement in your settings. - Check if notifications are being marked as spam or not reaching the designated emails. - Ensure all changes requiring approval are clearly communicated to avoid unnecessary resubmissions.

FAQ

1. What happens if a campaign is denied?

Denying a campaign requires the sub-account to address the reason for denial before resubmitting for approval.

1. How does the approval process work for multiple sub-accounts?

Each sub-account can have its own approval settings if the manual selection option is used when configuring Email Sending Approval.

1. Is there a limit to how many campaigns can be submitted for approval?

There is no specified limit; however, managing a high volume of submissions may require effective team organization and workflow.

1. Can I change the approval settings after they're established?

Yes, you can modify the approval settings at any time through the Settings > Approvals tab.

1. What notifications do sub-accounts receive after approval or denial?

Sub-account users receive an email notification detailing the approval or denial status, along with any comments provided by the approver.

1. What is the role of the Head Office Team in this process?

The Head Office Team manages campaign approvals and ensures that sub-accounts comply with organizational messaging standards.

1. Can I see the campaign history of approvals and denials?

Yes, the campaign approval tab in your ACHQ account provides an overview of all submitted campaigns and their approval statuses.

For more information on other related features, visit the Email and Approvals categories. ```