Attaching approval workflows to your campaigns can be a great time saver, as it automates a set of actions rather than relying on manual approvals and prof sharing between different parties.
If you have the artwork approval module, contact the Client Services team or Helpdesk to set up workflows.
Roles required to get creating
Admin role - Full access
Superuser - Can view, cannot edit or create new users
Once workflows have been set up, you can choose these when creating a campaign in Campaign Builder in Approvals. To set up a new workflow template please contact the service desk.
Start
1. Go to Campaign Builder > Select Campaign
2. Select Information tab and press Edit
3. Select Approval Tab
4. Choose the relevant workflow from the dropdown list
5. Navigate back and go to Elements tab. - You can check the workflow against a proof within the element tab by looking at the Preset in the table of elements.
6. To change the workflow on a individual artwork brief and proof, navigate to Briefs
7. Click on the relevant brief > select Edit and change the workflow using the drop down provided.
8. To get further details on the workflow such as who approval is needed from, navigate to Campaign Information / Edit / Approval and then click on the View Preset Rules button
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