Campaign approvals workflow

Approvals keep agencies from sending draft copy to 50k people because someone clicked the wrong workspace.

Enable approvals

1. Client workspace → Settings → Approvals.
2. Toggle require approval before send.
3. Add internal reviewers (account director, QA).
4. Optional: enable client review link (read-only preview, approve/reject without app login).

Workflow

1. Campaign manager builds campaign → Submit for approval.
2. Reviewers receive notification (email/in-app per settings).
3. Reviewer checks content, links, segment, From address.
4. Approve → scheduler unlocks; Reject with comment → back to draft.

Client sign-off

For regulated or high-touch clients:

1. Generate client review link with expiry.
2. Client approves with name captured in audit log.
3. Archive PDF/screenshot in project folder.

Audit trail

Approvals log who approved, timestamp, and campaign version hash — useful when client disputes send content.

Integration with send-ready

Even with approval, complete Send-ready checklist — approvals don’t replace DNS/webhook verification.

Emergency bypass

Restrict Admin bypass to ops lead only; document every bypass in ticket system.