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Campaign Approval
Campaign Approval

Manage your campaign approval process: build your approval team and track campaign approval

David Desrosiers avatar
Written by David Desrosiers
Updated over a year ago

In This Article

  • Feature Overview 

  • Activate Campaign Approval and build your Approval Team (Admin role required)

  • Track campaign approval status 

Overview

Campaign Approval helps track and manage the entire campaign approval process in Jeto.
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Once it's activated for a Launcher (by an Administrator), new campaigns created from this Launcher will have the status "In Approval" and the members of your Approval Team will be notified by email.
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Depending on the Role assigned to each user on Campaign Launchers - Viewer, Editor, or Approver - team members will have the ability to collaborate by viewing, commenting, or updating the Campaign.
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​Administrators, Creators (Owners of the campaign), and Approvers will have the authority to either Approve the Campaign or reject it by selecting Request Change(s) to send it back for review. Note that no specific steps/order is enforced for approval as the campaign will be considered approved if any single user with approval permission approves it.
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Submitting updates will set the campaign back to In Approval stage until the campaign is ultimately Approved. 

Activate Campaign Approval and build an Approval Team (Admin role required)

Campaign Approval is an optional feature. You can activate it and build your Approval Team at the Launcher level in either of two ways (and enforce it for all Campaigns created from this Launcher). 

When Sharing Launcher, add any user with Viewer, Editor, or Approver role and click Share and Activate Campaign Approval.  

From Launcher Settings, navigate to Approval Team, then: 

  1. Use the toggle switch to turn On Campaign Approval 

  2. Add users and/or groups to your Approval Team 

  3. A unique role can be assigned to any User on each Launcher, but Administrators cannot be downgraded to another role. 

Approval Roles

In addition to Administrator and Creator, you can choose from 3 Roles specifically designed to allow a more granular level of permissions during campaign approval.

  • Viewer (View & Comment Only)

  • Editor (View & Comment + Edit)

  • Approver (View & Comment + Edit + Approve)

Here are the Roles and their related campaign management permissions. Note that:

  • Permissions associated with Creator apply to Owned Campaigns only.

  • Approval Roles (Viewer, Editor, Approver) apply to campaigns owned by other team members.

  • Administrators can access any campaign from owned or shared Launchers.

Learn How Roles and Permissions Works


Track campaign approval Status 

With Campaign Approval turned on, after a campaign is submitted, your campaign status will take a different path to allow for formal approval before it's ready to Launch. Jeto will start to track these 3 new statuses. 

  • In Approval: Default Status after a campaign is submitted.

  • Change(s) requested: The campaign is not approved and change(s) have been requested.

  • Approved: The Campaign is now approved and ready to Launch.  

Here is an overview of the Campaign Lifecycle and related Status, with and without the Campaign Approval feature activated.
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Email Notifications

When the approval feature is turned on, all users with access to the Launcher will receive a notification as the campaign Lifecycle Status changes

For more information on the email notifications for the approval team, you check out this article.

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