When creating a campaign there may be times when you need to check a step before it goes out. This could be because you want to check if email address, or maybe you have strict criteria on the 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. 'Click' to open the content editor.
Click on the approval icon which will turn orange when selected.
Toggle "Require Approval" to ON so it turns 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 want 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