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.
How-To
Task: Approve email content when the Creator is an Approver
Instructions
Step 1 - You must submit the communication for approval.
Step 2 - Once the communication is in Pending Approval status, you can approve your content right from the Content page as seen below:
Task: Approve email content when the Creator is not an Approver
Instructions
Step 1 - Approver receives email notification of a pending approval.
Step 2 - The 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 approver can quickly see what emails are Pending Approval.
Step 4 - Review the email content:
a. Approve: This puts the communication in a status where you can then send the communication. You 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. You 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 over 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?
Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the Technology Help Desk.
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