This article is specifically for Plus account users. If you have a tiered account, please refer to this article.
How to submit campaigns for review as an Editor or Author
Editor and Author users can create campaigns but cannot send them; instead, they submit scheduled campaigns to an Administrator for review. 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 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.
This will schedule the mailing and mark it as Pending approval. It will also automatically send a notification to Administrators.
How to review submitted campaigns
As an Administrator, you can review campaigns that were submitted for approval by Editors and Authors. To do this, either click on the Review mailing button in the approval notification email or navigate to your Campaigns tab and click on the Scheduled section at the top. Campaigns that are awaiting approval will be marked with an orange Pending approval pill icon.
When an Administrator reviews a mailing that’s pending approval, the campaign will open in the editor. This allows the Administrator to edit any part of the mailing or, if everything looks good, they can click on the Review button. On the Review page, they can adjust the audience, subject line, preheader text, and sender information. Once they’re satisfied, they can send the campaign immediately or schedule it for a later date.
If you don’t want to approve a campaign, you can also cancel it. This will return it to the Drafts section of the Campaigns tab.