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email-approval [2014/09/02 10:38] ben [Email Approval] |
email-approval [2017/07/26 08:24] (current) |
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| ===== Setting up users ===== | ===== Setting up users ===== | ||
| - | Administrators can approve messages, which then enable Users to access the Send screen of the [[create-email|email workflow]]. | + | Administrators can approve emails, which then enable Users to access the Send screen of the [[create-email|email workflow]]. |
| Users responsible for campaign production should be setup as Users, with personnel responsible for approval setup as Administrators. These changes can be set via the [[user-management|User Management]] screen. | Users responsible for campaign production should be setup as Users, with personnel responsible for approval setup as Administrators. These changes can be set via the [[user-management|User Management]] screen. | ||
| - | ===== Approval statuses ===== | + | ===== Approval Status ===== |
| - | An email with a draft status can be flagged as Approved by an administrator; to do this, click on the email's cog button and then select the Approve option. | + | An email with a Draft status can be flagged as Approved by an administrator; to do this, click on the email's cog button and then select the Approve option. |
| Once an Administrator has approved an email its status will change to Approved; this enables a User to access the Send screen of the email workflow and send the email. | Once an Administrator has approved an email its status will change to Approved; this enables a User to access the Send screen of the email workflow and send the email. | ||
| - | Performing any action -- from editing content, properties, analytics, etc -- will result in the email changing back to draft status and needing approval again. | + | Performing any action -- from editing content, properties, analytics, etc -- will result in the email changing back to Draft status and needing approval again. |