Summary:
This article covers the process for approving email content. In the Salesforce Marketing Cloud (SFMC) approvers are only approving the content and not the audience the content will be sent to.
Task: To approve the content of an email.
When the Creator is an Approver:
Instructions:
Step 1 - The creator can submit the communication for approval.
Step 2 - Once the communication is in Pending Approval status, the creator can approval their content right from the Content page as seen below:
When the content needs to be Approved by Others:
Instructions:
Step 1 - Approver receives email notification of a pending approval.
Step 2 - The User (Approver) can:
a. Click on the link in the email and login directly to the pending approval page
b. Login and navigate to: Content Builder > Approvals to access all pending and complete approvals
Step 3 - The Approvals dashboard will provide a Status Column where the user can quickly see what emails are Pending Approval.
Step 4 - Review the email content:
a. Approve: This puts the communication in a status where a user can then send the communication. The user that submitted for approval will receive an email letting them know their content has been approved.
b. Decline: This sends the content back to the person that submitted the content for approval and allows the approver to provide feedback. The submitter will need to resubmit the content once changes have been made.
c. Withdraw: The person that submitted the content can withdraw the content from the approval process and make edits before the approver has looked at the communication. The user will need to submit the content again once complete with the edits.
d. Edit: The Approver has the ability to make edits to the content if they prefer opposed making notes and sending it back to the submitter. Sometimes if the edits are simple the approver will simply make the needed edits and approve the content.
Step 5 - To approve the email content for sending click on Actions and select Approve.
Step 6 - All approvers on the approval team and the original submitter will receive email notification that the email content has been approved and is ready for sending.
Outcome:
You have approved the content of an email.
Need additional help?
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