eInsight - approving your campaign

Use this tool to set up a campaign approval group and approval process for your email marketing campaigns (if your eInsight CRM is so configured).

Send a New Campaign for Approval

Navigate to Campaigns > Create > Testing. Select Proceed from the Testing tab to advance to the Approval tab.

Select Send for Approval.

Select Ok in the confirmation pop-up. An email is sent to those subscribed to receive an Approval Request Notification and the campaign status updates to Waiting Approval.

Send an Existing Campaign for Approval

Navigate to Campaigns > Manage. Locate the campaign to be approved. Click the campaign's status of Pending to access a pop-up that displays the current status details.

If your eInsight CRM is configured for an Authorized Approver, the person in that role will see the option to approve or reject the campaign and does so by clicking the appropriate button. The status will then update to Approved or Rejected, accordingly.