Before you send a message (email, push notification, or SMS) you can create an approval group where members approve content before deployment. You must make sure that members of approval groups have Send Rights enabled in User Permissions.
The group is notified automatically by email and login alert when a message is scheduled to send. The email appears on all Organization Administration and the Email Pending Approval tabs.
Note: Whether your message is email, SMS, or a push notification, it must be approved from the Email Pending Approval tab.
The user subject to approval sees the message on the Scheduled tab, with a status of Scheduled (for email) or Scheduled for immediate send (for SMS). You might need to click Show everyone's to see all scheduled emails.
After a message is approved by a user in the approval group, it is either sent right away or sent out at the previously scheduled time, depending on how it is configured. The message is then moved to the appropriate Send tab based on the message type.
If multiple groups are assigned, approval is necessary from each group.
Acoustic Campaign users who are in an approval group cannot approve their own messages.
Enable email approval for one user
If an Acoustic Campaign user is the only user in the approval group, there are two methods for enabling email approval.
- The organization administrator can add another user to the approval group.
- The organization administrator can unschedule the email from the email tab.
Creating and maintaining approval groups
You can create and approval groups where members approve emails before emails are deployed. To create an approval group, take these steps.
- Go to Settings > Administration > Approval groups.
- Click Create Approval Group.
- Enter the Group Name and Group Description.
- Click Add. The Add User dialog box appears.
- Select one or more users from your organization and click OK. The users appear in the Users field. To select multiple users, press the Ctrl key and click each user.
- Click Save. The approval group is now ready for assignment.
Adding a user to an approval group
Any standard or organization administration user can be added to an approval group.
- Go to User management under Settings.
- Click a User Name.
- Open up the Email and Landing Page Settings area.
- Under Approval Groups, select the Approval Group that you created.
- Repeat steps 1-4 for each user to add more users.
Delete users from an approval group
To delete a user from an approval group, take these steps.
- Go to Settings > Administration > Approval groups.
- Click the name of the approval group. The Edit Approval Group page opens.
- In the Users field, select a user. To select multiple users, press the Ctrl key and click each user.
- Click Delete.
- Click Save.
Delete, rename or save a copy of an approval group
To delete, rename or save a copy of an approval group, take these steps.
- Go to Approval Groups under Settings.
- Select the Group Name and complete one of these actions:
- Rename - Click Rename. A dialog box appears in which to type a new name.
- Delete - Click Delete. A dialog box appears asking "Are you sure you want to delete the selected approval group(s)?" Click OK to delete.
- Copy - Click Save a Copy. A dialog box appears in which to type a new name.
Assign a user to multiple approval groups
To assign a user to multiple approval groups, take these steps.
- Go to Approval Groups under Settings.
- Select the Group Name.
- Click Add. The Add User dialog box appears.
- Select one or more users from your organization and click OK. The users appear in the Users field. To select multiple users, press the Ctrl key and click each user.
- Click Save.