How to configure content approval - Online Help | Zoho Campaigns

How to configure content approval

Content approval is a recommended process to make sure that marketers write the best content for customers. This helps avoid emails with unreliable or inadequate information and ensures contacts receive trustworthy emails.

To administrators:

The following instructions only apply to the organization administrators.

Set up Content Approval

Administrators can set content approval for those users whose campaign content should be reviewed before getting published.

To enable content approval:

  1. Log in to your Zoho Campaigns account. Click Settings icon on the top-right corner of the screen.       settings icon - top right 
  3. Select Content Approval under Campaign Policy.
Content approval
  4. Click Enable Approval to activate the process.
enable approval
To move users for approval:
  1. Select from the list of users on the left, whose content needs to go through the approval process.
  2. Move the users to the Need Approval section on the right, using the >> (Bitwise shift operator) icon.
To move users off approval:
  1. Select from the list of users present on the right, whose content needn't go through the approval process.
  2. Use << (Bitwise shift operator) icon to move the users to the Do Not Need Approval section on the left.
Select View Approvers to see the organization administrators that will review the campaign content.

Approval/Denial of campaign content

Approvers get notified via the notification bar when a campaign has been requested for content approval, which they can either approve, hold, or deny.
Content approval notification
To handle the request:
Click the relevant content approval notification from the notification bar. This will take you to a page where you have the option to Approve or Hold the request.

approve request

Engage in Conversation with Users

Speak to the respective campaign owners about how to refine the campaign content and make it more engaging.
To post comments:
  1. Click the notification for the content approval process of a campaign. This will take you to the content approval process page.
  2. Click the Add Comment link below the status of the request to post comments.
    Add comments link

Disable Content Approval

The content approval process can be disabled. Until the process is enabled, campaigns need not go through the approval process.

To pause content approval:
  1. Click Settings icon on the top-right corner of the screen.settings icon - top right 
  2. Click Content Approval under Campaign Policy.
    Content approval under settings
  3. Click Change to disable the process.
    Change content approval settings

To users:

The following instructions only apply to the organization users.

Request Content Approval

Users who have been marked by the administrators to get their campaign content reviewed before sending out must go through this process.

To request content approval:
  1. Create your campaign and proceed to the Campaign Review page.
  2. Select approvers to send this campaign content to for approval from the dropdown box, present at the top.
  3. Click Send for Approval.
    Send campaign for content approval

Status of the approval process

Once you've requested approval for a campaign, you can check its status at any time. A campaign in the content approval process will have one of three statuses.
  1. Waiting - Your campaign is yet to be reviewed by the approver.
  2. Hold - Approver has put the campaign on hold until the content meets the requirements.
  3. Approve - Approver has given consent to send out the campaign.
Learn the current status of the content approval process
You can view the status of your approval from:
  1. The notification bar
  2. The Campaign Review page
  3. The Campaign Detail View page

Engage in conversation with the Approver

You can talk to your approvers about how to refine the campaign content and make it more engaging.

To post comments:
  1. Click the Show comments link in the Campaign Detail View page. This will take you to the approval process page.
  2. Click the Add comment link below the status of the request to post comments.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources