Review and Approval lets you require someone on your team to get a campaign approved before it sends. Someone with Viewer permissions schedules a campaign and submits it for approval. An Owner, an Admin, or someone with View & Send Messages permissions approves it from the Scheduled tab. A campaign that is waiting for approval does not send.

What is Review and Approval?

Review and Approval adds a checkpoint between writing a campaign and sending it. It is tied to a person's permission level. You assign Viewer permissions to anyone whose messages need review. When that person composes a campaign, they can choose a future date and time and submit the campaign for approval. They can't send it themselves.

The campaign then appears in the Scheduled section of the Web Dashboard, waiting for approval. Anyone with View & Send Messages permissions or higher can approve it or cancel it. Once approved, it appears in the queue like any other scheduled campaign until it sends.

Why should I use Review and Approval? 

Your Members opted in to hear from you, so every campaign reaches an audience that asked to be there. A second person reading a message before it goes out gives you a chance to catch a wrong link, a typo or a wrong send time. Because a campaign awaiting approval does not send automatically, nothing goes out without someone on your team signing off first.

How do I use it? 

Requiring review for someone on your team 

1. Go to Settings > Team.
2. Assign Viewer permissions to anyone whose campaigns need review. For what each permission level can do, see Managing Team Seats.

Anyone with a higher permission level (Owner, Admin, or View & Send Messages) can approve those campaigns.

Submitting a campaign for approval {#submitting-a-campaign-for-approval}

Do this as someone with Viewer permissions, on the Web Dashboard.

1. Open the composer and write your campaign. For the full steps, see Composing a Campaign.
2. Select a future date and time.
3. Submit the campaign for approval.

Your campaign does not send until someone approves it.

Approving or cancelling a campaign

Do this as an Owner, an Admin, or someone with View & Send Messages permissions.

1. Go to the Scheduled tab of the Web Dashboard. Campaigns waiting for review appear there.
2. Open the campaign you want to review.
3. Select Approve campaign to approve it. You can also cancel it at any time.

After you approve a campaign, it appears like any other scheduled campaign until it sends.

If no one approves a campaign before its scheduled delivery time, it is cancelled automatically.

If you submit a recurring campaign for approval, it only needs to be approved once.

Common questions

What happens if a campaign isn't approved before it's scheduled to send?

It is cancelled automatically and does not send. 

Who can approve a campaign? 

Owners, Admins, and people with View & Send Messages permissions. People with Viewer permissions submit campaigns for approval instead.

Do I need to approve a recurring campaign every time?

No. A recurring campaign only needs to be approved once.

Can I use Review and Approval in the mobile app?

No. Review and Approval is available on the Web Dashboard only.

Why can't I use Review and Approval?

Review and Approval is available to Leaders on usage-based plans. To ask about upgrading, email yourfriends@community.com.