{"id":5099,"date":"2017-09-05T22:52:47","date_gmt":"2017-09-05T22:52:47","guid":{"rendered":"https:\/\/help.predictiveresponse.com\/?page_id=5099"},"modified":"2017-09-07T23:01:59","modified_gmt":"2017-09-07T23:01:59","slug":"approval-process","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=5099","title":{"rendered":"Approval Process"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p>The <a href=\"https:\/\/developer.salesforce.com\/page\/Approval_Processes\" target=\"_blank\">Approval Process is a standard Salesforce functionality<\/a> that we are utilizing with our\u00a0eMaker for Predictive Enterprise users. \u00a0This will allow you to request that each edition is approved before it can be sent out to campaign members.<\/p>\n<p>&nbsp;<\/p>\n<p>A\u00a0system admin\u00a0will need to\u00a0setup an Email Edition\u00a0approval process\u00a0as seen in this example below:<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-5214\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2017\/09\/ApprovalGenericSetup.png\" alt=\"\" width=\"1089\" height=\"801\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>When a user is in the eMaker, they\u00a0will see a message\u00a0at the top that it needs to be sent for approval when they have reached the point of testing their content.\u00a0 Click on Test icon, then the Approval tab to send.<\/p>\n<p><strong><img loading=\"lazy\" class=\"alignnone size-full wp-image-2489\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\" alt=\"\" width=\"25\" height=\"25\" \/>\u00a0The system admin needs to inform us of their approval email address. \u00a0A copy of all emails to be approved will be sent here.\u00a0<\/strong><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-5116\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2017\/09\/ApprovalSend.png\" alt=\"\" width=\"670\" height=\"308\" \/><\/p>\n<p>After\u00a0an eMaker user sends an Email Edition for\u00a0approval, approvers will\u00a0use the process located on the Email Edition record. \u00a0You can view the status of an edition from the Email Edition related list, as shown below:<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-5117\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2017\/09\/ApprovalStatus.png\" alt=\"\" width=\"569\" height=\"105\" \/><\/p>\n<p>Approvers can click on the Email Edition record and take action or see the approval history:<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-5227\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2017\/09\/ApprovalStep1-2.png\" alt=\"\" width=\"936\" height=\"306\" \/><\/p>\n<p>Once an edition has been approved, an active email will send as scheduled.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; The Approval Process is a standard Salesforce functionality that we are utilizing with our\u00a0eMaker for Predictive Enterprise users. \u00a0This will allow you to request that each edition is approved before it can be sent out to campaign members. &nbsp; A\u00a0system admin\u00a0will need to\u00a0setup an Email Edition\u00a0approval process\u00a0as seen in this example below: &nbsp; When [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/5099"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5099"}],"version-history":[{"count":24,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/5099\/revisions"}],"predecessor-version":[{"id":5236,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/5099\/revisions\/5236"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}