Ⓘ Available to HQ accounts
- If you have a Plus account, please refer to this article for instructions on submitting and reviewing.
- If you have a Teams or Corporate account, please refer to this article for instructions on submitting and reviewing.
This article is for HQ accounts using the legacy* editor, it covers how an Author or Editor submits a campaign, then also explains how Owners and Managers review campaigns sent by an Author or Editor.
HQ users with Author and Editor permission levels can create campaigns but cannot send them; instead, they submit scheduled campaigns to the account Owner / Parent or a subaccount Manager for review. We’ll cover the HQ permissions in this article.
There is a separate article on how this process would differ for Plus account holders that you can view by clicking here.
How to submit campaigns for review as an Author or Editor
For Authors or Editors of HQ accounts working on a campaign in the legacy* editor, the Review and Send function is not available and instead appears simply as Next.
Unlike the standard mailing process, Authors and Editors do not have the option to run a subject-line split test in HQ.
Once you are done creating the campaign, clicking Next or Review takes you to the Review and Send page. Authors and Editors will have the ability to choose an audience for the mailing, set a subject line, enter pre-header text, edit the sender name and sender email, and set a separate reply-to address.
In HQ, the Send and Schedule options have been replaced by a Schedule & Submit button which will automatically send a notification to the previously designated Manager or Owner / Parent.
Once you have selected to schedule and submit in HQ, you will see this:
You can then select the day and time you would like the mailing to be sent.
Clicking Submit for approval will schedule the mailing and mark it is as “Pending approval” in the HQ dashboard of Managers and the Parent / Owner.
How Owners & Managers review campaigns submitted by Authors & Editors
As a Plus or HQ account Owner / Parent or Manager, you can review campaigns sent by Authors and Editors, and you can also decide if you would like to receive email notifications when a mailing is submitted for approval in your Profile Basics:
If you have the option checked (like in the above image), once an Author or Editor submits a campaign for review, you will receive an email notification that looks like this:
Clicking Review mailing will take you to your HQ home to review and modify the details of mailings that are pending approval or scheduled to be sent. Clicking Review allows you to review the content, as well as review or modify the sender information (from name, from email address, reply to email address), subject line, send time, and the chosen audience for the mailing.
As the Owner or Manager, clicking Edit content will allow you to edit the content of the mailing and make specific updates as needed. Once you are satisfied with the mailing, clicking Review & Schedule will return you to the screen where you can approve or deny the mailing.
Once the mailing has been updated, you will again have the option to approve or deny it. Should there be something you’d like to communicate to the Author or Editor, you can also choose to send a comment to whoever submitted the mailing describing why you have decided to approve or deny it by clicking the “notify [submitter email address] by email” checkbox.
You can enter your comments about the mailing in the text box and then approve or deny the mailing. The alert will be sent from the Owner or Manager’s email address so the recipient can then respond directly to that person.
The Author or Editor that submitted the mailing will receive an email from the Owner or Manager with the comments about their submission and also have the option to reply.
After a campaign has been approved, it will move from “pending approval” to “scheduled” in your HQ Home. If the campaign has been denied, it will be removed from your HQ Home and will then be labeled as a draft in the subaccount that submitted it.
FAQ: Do I have to cancel a scheduled or pending approval mailing to make changes to the content of the mailing?
No, Managers or the Parent / Owner can edit the content of a mailing from the HQ dashboard without canceling the mailing or denying the mailing. Simply select the mailing you want to make changes to and select the Edit Content button, which will direct you to the drag and drop editor.
*IMPORTANT NOTE: As of April 2022, the legacy editor in your account has been replaced with a new drag and drop editor for you to build new campaigns with. You will still have access to the legacy editor from your previously saved templates or campaigns, they will just be labeled accordingly with ‘LEGACY’ now and you won’t be able to create any new legacy campaigns (only campaigns using the new drag and drop editor).
To help differentiate, all new campaigns you create or templates that you save will be labeled with ‘EDITOR’ in your account. This means that you will be able to access both the current drag and drop editor and the legacy editor in your account, it’ll just depend on which editor you created the campaign or template in. While the two editors will coexist in this manner for some time, the change to the new drag and drop editor in your account is permanent and cannot be reversed. Please refer to our new editor FAQ article for more information.