SMS Campaign Approval (for Administrators)

An Administrator must approve an Organizer's campaign before it can be activated and texted.

1. When an Organizer submits a campaign for approval, Administrators will get an in-app notification on their Dashboard.

    Screen Shot 2019-09-12 at 2.10.03 PM

    2. Click "View Campaigns" or click "Campaigns" in the sidebar.

    3. This will lead to the "Awaiting Approval" tab.

    Screen_Shot_2020-06-11_at_11_42_33_AM

    4. To view details about the campaign, like template and list, click on the name of the campaign.

    Screen Shot 2020-06-11 at 11.44.05 AM

    5. If you want to approve the campaign, either:

    • Check the box(es) next to the campaign(s) you want to approve, and click "Approve".

    Screen_Shot_2020-06-11_at_11_45_36_AM

    • While you're looking at the campaign details, click "Approve".

    Screen_Shot_2020-06-11_at_11_44_05_AM-1

    6. If you want to reject the campaign, first note that if a campaign is rejected, the Organizer must create a new campaign. If you still want to reject the campaign, either:

    • Check the box(es) next to the campaign(s) you want to approve, click the 3 dots next to"Approve", and click "Reject Campaign".

    Screen_Shot_2020-06-11_at_11_48_38_AM

    • While you're looking at the campaign details, click the 3 dots next to"Approve", and click "Reject Campaign".

    Screen_Shot_2020-06-11_at_11_49_41_AM

    7. For approvals and rejections, you have the opportunity to leave a note or comments for the campaign creator. It's strongly recommended to leave notes if you reject a campaign, so the Organizer knows what they should do differently in the new campaign.

    Approval:

    Screen Shot 2019-09-13 at 12.51.39 PM

    *Default comment: Great job! You're all set.

    Rejection:

    Screen Shot 2019-09-13 at 12.52.38 PM

    *Default comment: Your administrator didn't leave any feedback. Reach out to your administrator directly for next steps.

     

    Find Organizer approval flow here.

    Learn more about activating campaigns.