Create & manage approval policies

Approval policies allow administrators to establish a validation process for journeys and campaigns. This system outlines specific conditions that determine whether a journey or campaign requires approval. These policies can vary in complexity, from simply requiring all campaigns to be reviewed by a particular user or team, to establishing criteria based on who created the campaign.

Create approval policies

To create an approval policy, follow these steps:

1. From the Administration menu in Journey Optimizer, access Permissions then Policies.

   

2. Click Create in the Approval Policy tab, choose Approval Policy, and click Confirm.

3. Enter a Name and Description for the policy.

4. Select whether the policy will apply to Journeys or Campaigns.

   

You can now refine the conditions to specify who can initiate the approval request and who can validate it.

Set conditions for approval policies

To define the conditions associated to an approval policy, follow these steps:

1. Access your Approval policy.

2. Under the If menu, click Add condition to define which object or user will trigger an approval request.

3. Choose the appropriate Category, Matching Rule, and Options.

   For example, “if Action match any Direct Mail” or “If Requestor Username match John Doe.”

   

    Learn more about available categories and options

   Category	Option
   Campaign type	Scheduled (Marketing)
   	API-triggered (Marketing)
   	API-triggered (Transactional)
   Action	In-app
   	Push notification
   	SMS
   	Email
   	Direct mail
   	Web
   	Code-based
   	Content card
   Tags	Name of the tag used to organize your audiences.
   Object name	Name of your object.
   Requestor username	Name and email address of designed requestor
   Requestor user group	Name of the user group of designed requestors

4. To add more criteria, click Add condition to define additional rules and select either And or Or to specify how the conditions are connected.

5. Under the Then, send approval request to menu, click Add condition to define which user can accept the approval request.

6. From the Category drop-down, select whether you want to choose a User Group or an individual User.

7. Then, from the Option drop-down, select the specific user group or user.

   The selected user or user group will be responsible for validating the approval request.

   

8. To add more criteria, click Add condition to define additional rules and select either And or Or to specify how the conditions are connected.

9. Once your policy is fully configured, click Save.

You can now activate your approval policy to apply it.

Activate and manage approval policies

To apply your approval policy, you must activate it. To perform this, follow these steps:

1. Access your Approval policy.

2. Then, click Activate to apply the configured conditions to your environment.

   NOTE

   Once activated, policies cannot be edited. To modify conditions, deactivate the policy first.

   

3. From the Policy menu, open the advanced options to Edit, Deactivate, or Duplicate the policy as needed.