When creating a campaign, you may need to check a step before it goes out. This could be because you want to check the email address, or because you have strict criteria for campaign prospects.
We've got you covered with campaign approvals 😀. Follow these steps to implement an approval step in a campaign.
🎓 Approvals use the 'Task' process to create tasks for the nominated assignee. The step will not progress until the approval is accepted or denied and the task is completed.
Adding an Approval to a Campaign
From the edit section of any campaign, navigate to the step you'd like to approve. Select to open the content editor.
Select the approval icon, which will turn orange when selected.
Toggle "Require Approval" to ON to turn it orange.
Next, edit the "Time Period" (how long after the step is activated do you want to wait before the approval task is created), the "Assignee" (who do you like the approval task to be assigned to), and the "Priority" (how urgent is this task compared to the other tasks).
Select "Save Step," and the task is set! Head over to the Dashboard to review and complete the tasks.
🚀 Success! You can now add approval tasks to campaign steps and assign the tasks to users.