Manage Approval Groups
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 is 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.
This page is only available for Admin Users, and it must be requested from Support to have this feature added to your instance.
Setup - Campaign
1. Choose a Group from the drop down to work with.
2. Select Approval Group. 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.
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 next to the record name.
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 green plus sign.
This will then include the contact in the approval users section
You can set approval groups for users that have access to articles included in internal RSS feeds.
Applying Approval System to every new Campaign
Under the 'Tools', select 'System Defaults'.
This will then send you to the screen above where you can select the default approval group.
Please Note: If the campaign has been copied and did not previously have an approval group attached, the new campaign will not display the approval group.