Admin - Manage Approval Groups
This page is only available when switched on at a customers request and then only to Admin Users of the Account.
This is an approval feature available for campaigns that are sent from the system. Users of the system can be responsible for creating the campaign all the way to initiating, at which point it needs to be authorised by an approver before sending.
Instead of the campaign being initiated, it's submitted for approval to a group of definable users. These approval users will receive an email alert that a campaign is ready. The campaign can be approved to be initiated, or rejected with feedback. The original user receives an email alert stating that feedback has been left for them to action.
Admin - Manage Approval Groups
1. Choose a Group from the drop down to work with,
2. Select Approval Group- click the select approval group button and this will load the the users that have campaign approval rights
3. If you would like to create a new approval group click create New approval group, this bar will then expand and will allow you to enter the approval group name. Once you click add it will take you through to the Campaign approval tab, which should appear blank as you have just created a new approval group.
Campaign Approval
This tab will show you a list of the users have the rights to approve campaigns. If you wish to stop the user having campaign approval rights click on the red X which is highlighted above.
Users Not in approval group
This will then provide you a list of users that you have in your CommuniGator instance. If you would like to set them to have the rights to approve the campaign click on the plus sign (highlighted above) This will then include the contact in the approval users section
Applying to approval system to every new campaign
If you would like to set the default approval group that is used for every new campaign, click on the tools tab in CommuniGator and select system defaults, this will then take you into the screen above where you can select the default approval group that you would like to set as a default.
Please note if the campaign has been copied and did not previous have an approval group attached the new campaign will not display the approval group.
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