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Enable Manual Approval

Ensure that content sent through Distributed Marketing is compliant by routing sends through other Salesforce users for review. To enable manual approval, create an approvals process for Distributed Marketing content. Then enable manual approvals in the Distributed Marketing Administration app. Designated approvers review content before it's sent.

Note
Note Enabling the approval process affects the max number of individuals that can be sent to at once, during a Segmented Send.

Here are some considerations when enabling manual approval:

  • Manual approval uses a Salesforce Approval Process. Take the Flow Builder module in Trailhead.
  • If you have the DM Approver permission set, you can see the preview on the approval record.
  • Approval can be required all the time or only when certain conditions apply.
  • If a send cap is defined, sends are consumed when the business user submits the send for approval, not when the send is approved or rejected. If a send is rejected, the send isn't credited back to the business user until the cap is reset.
  • When a message is assigned to an approver, the approver can preview, approve, or reject the content. Approvers don't require access to the rest of Distributed Marketing.
  • When a business user submits a single email for approval, such as when sending a message using Quick Send, the email is sent after the content is approved. If the email is rejected, the message isn't sent.
  • When a business user submits multiple messages for approval using campaign sends, emails are sent after all emails on the journey are approved. If any of the emails are rejected, no messages are sent. The associated campaign members are available for resubmission on the Pending Submissions Page (formerly the Pending Approvals page).
  • If a message is rejected, approvers can leave rejection reasons using the standard approval process comments feature. The submitter doesn't currently receive a notification.
  • If there's an error sending a message, such as when a required field is missing, the submitter receives a notification to the email address listed on their user record.
  • If the approval process is enabled, the maximum number of individuals that can be sent to at once in the campaign decreases. Consider lowering the cap or selecting fewer members for submission. Results can vary, but 200 is likely the max when approvals are on.