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How Marketing Tactics Are Reviewed and Approved in Marketing Planning and Operations

Before a marketing tactic goes live, it clears two separate checks: a compliance review and an approval. The compliance review checks the work against brand, regulatory, and policy standards, and the approval routes the work to a person for sign-off. These two checks are independent, so one doesn't stand in for the other. A tactic can pass one while the other is still open.

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Clear a Compliance Review

A tactic goes through compliance review the same way a campaign or program does. A company can require a review across every tactic. To learn how reviews run, see How Compliance Reviews Work.

Route a Marketing Tactic for Approval

Approval routes a tactic to an approver, such as a marketing director, following the company's approval process and, where set up, the management chain. To route a tactic for sign-off, see Submit or Recall a Marketing Tactic for Approval.

Reviewing and Approving a Tactic Under the Q3 Product Launch EMEA Program
Reviewing and Approving a Tactic Under the Q3 Product Launch EMEA Program

Before the LinkedIn Paid Social Ads tactic goes live under the Q3 Product Launch EMEA program, it clears two checks. It passes a required regulatory messaging review, because the company requires that control on every tactic. The tactic also goes to the campaign manager's marketing director for approval.

Each check appears separately on the tactic. The tactic isn't ready to go live until both the review passes and the approval comes through.

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