Skip to content

Approvals for campaigns and Canvases

Use approvals to add a final checkpoint to your campaigns and Canvases before launch. With this workflow, you can verify and approve the content in all required sections of your message.

How it works

You can review the details of your campaign or Canvas in the final step of editing.

For both Canvases and campaigns, all changes must be saved before approving, even if they’re your own changes. Each section of the summary must be approved by a user with the appropriate permissions before the message can launch. The default status for each section is Pending Approval.

To launch a campaign, you must approve these components:

  • Messages: This is the campaign message.
  • Delivery: This is the delivery type and determines when users will receive the campaign.
  • Target Audience: This determines who will receive the campaign.
  • Conversion Events: This is the metric you’re tracking for engagement and reporting purposes.

To launch a Canvas, you must approve these key components:

  • Conversion Events: This is the metric you’re tracking for engagement and reporting purposes.
  • Entry Schedule: This includes the type of entry schedule and when users should enter the Canvas.
  • Target Audience: This determines who will enter this Canvas.
  • Send Settings: These are the sending options for all steps in the Canvas.
  • Build Canvas: This is the Canvas user journey.

Turning on the approval workflow

By default, the approval workflow setting is turned off for campaigns and Canvases. To turn on this feature, go to Settings > Approval Workflow and select the applicable toggle:

  • Use approval workflow for all campaigns in [your workspace]
  • Use approval workflow for all Canvases in [your workspace]

Setting user permissions

After the approval workflow is turned on, you’ll need to set user permissions so your dashboard users can approve or deny the campaigns and Canvases immediately. Both permissions can also be applied to workspaces or teams or added to a permission set.

You must have the “Approve and Deny Campaigns” permission. This permission controls who can update the approval status of a campaign. With this permission, you can do the following:

  • Self-approve the campaign
  • Approve and launch the campaign
  • Approve but not launch the campaign (a different user with the “Send Campaigns, Canvases” permission can launch the campaign)
  • Neither approve or launch the campaign

After approval statuses are set on the Summary step, any subsequent changes made to the campaign will reset all approval statuses when saved. This applies to any changes made either in a draft campaign or a post-launch campaign. For example, if you only make changes to the target audience, the Summary step will revert approval statuses for all sections back to the default state, pending.

You must have the “Approve and Deny Canvases” permission. This permission controls who can update the approval status of a Canvas. With this permission, you can do the following:

  • Self-approve the Canvas
  • Approve and launch the Canvas
  • Approve but not launch the Canvas (a different user with the “Send Campaigns, Canvases” permission can launch the Canvas)
  • Neither approve or launch the Canvas

After approval statuses are set on the Summary step, any subsequent changes made to the Canvas will reset all approval statuses when saved. This applies to any changes made either in a draft Canvas or a post-launch Canvas. For example, if you only make changes to the target audience, the Summary step will revert approval statuses for all sections back to the default state, pending. Note that if the Canvas was already approved, but you save it again, the approvals will be reverted even if no changes have been made.
Github   Edit this page on GitHub
New Stuff!