This article is specifically for Plus account users. If you have a tiered account, please refer to this article.
The submitting and reviewing campaigns tool is no longer supported in Plus accounts. This functionality is still available to tiered accounts, so please contact your account Administrator if you are interested in upgrading to an Essentials, Teams, or Corporate account.
Editor and Author process
Editor and Author users can create campaigns but cannot send them; instead, they need an Administrator or Full user to send or schedule campaigns for them. When you are finished creating a campaign, click the Next button, which will take you to the Review page.
On the Review page, Editors and Authors can do the following:
- Choose the send date and time
- Choose the audience for the mailing
- Enter a subject line
- Enter pre-header text
- Edit the sender name
- Edit the sender email
- Set a separate reply-to address
Once you have made your selections, follow these steps:
- Click on the Schedule & submit button.
- In the pop-up window, select the date and time that you’d like the mailing to be sent.
- Click on the Submit for approval button.
Once you have made your selections, click on the Save button and select Save & close from the dropdown. You will need to notify an Administrator or a Full user to have them review the campaign and send or schedule it for you.
Administrator and Full process
- Navigate to your Campaigns tab.
- Click on the name of the desired draft to open it.
- Click on the Review button.
- Look over the information that the Editor or Author selected and make any required changes.
- When you’re satisfied, click on the Review & send button.
- Confirm the information in the pop-up window, then click on the Send campaign button or the Schedule campaign button.
If you do not want to send the campaign as-is, you can either make the desired changes yourself or notify the Editor / Author and ask them to make the changes.