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Campaign Launch Application and Approval

A campaign launch will directly affect your user experience and emailing costs. Therefore, SmartLink considers a campaign launch as a sensitive operation. Only the Manager, Admin, and Owner roles have the permission to directly launch a campaign. Specific campaign operation permissions are as follows:

Author: Edit, save drafts, delete drafts, copy campaigns, and apply for a campaign launch.
Manager, Admin, Owner: Edit, save drafts, delete drafts, copy campaigns, directly launch campaigns, and approve applications for a campaign launch.

For more information about role permissions in projects, see Manage Collaborators.

Apply for Campaign Launches​

  1. Create a campaign.

  2. Edit the campaign, confirm that the test campaign meets your expectation, and click Request to launch.

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  3. In the launch confirmation popup, click OK.

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  4. In the SmartLink sidebar, select Regular campaigns under Campaigns, then click Pending approval to view the campaign submitted for launch.

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  5. In the campaign list, you can click Approval details in the action column of the campaign to view the application status or remind for approval.

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Approval Campaigns​

  1. After a new launch application is submitted, the Manager, Admin, and Owner roles can view the approval information in 3 ways:

    • System notification emails from SmartLink

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    • From the SmartLink homepage, click To-dos > Pending approval

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    • In the SmartLink sidebar, select Approval requests under Campaigns

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  2. In the approval list, click Approve in the actions column of a campaign to go to the campaign details page.

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  3. After confirming that the campaign details are correct, click Approve or Reject to approve or reject the campaign.

    • Approved: An approved campaign will start to send at its specified time.
    • Rejected: A rejected campaign will be returned to the Draft status. If you still want to launch the campaign, click Request to launch again.

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    note

    The campaign purpose can be selected before approval.