---
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title: How Marketing Tactics Are Reviewed and Approved in Marketing Planning and Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_tactics_review_approval.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_tactics_review_approval.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9cb9f7b79a6eae6ffa285805478561470d0938e55eb29f14db23e2e315c4485e
description: "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."
products:
  - Marketing
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

## 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](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_components_governance_mandatory_rules.htm&release=264.0.0&type=5 "A compliance review applies to marketing work in one of two ways. Someone requests a review for a specific piece of work, or a company requires a control across a whole category of work. Either way, the owner sends the review requests, and each review goes to a reviewer, who checks the work and notes whether it passes. Each record then rolls up its reviews into one overall compliance status.").

## 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](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_tactics_submit_approval.htm&release=264.0.0&type=5 "Campaign and marketing managers submit a tactic for approval to route it to a reviewer for sign-off before it goes live. They can recall a submission while it's still pending.").

![Reviewing and Approving a Tactic Under the Q3 Product Launch EMEA Program](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_example.png)

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.

#### See Also

- [_Salesforce Help:_ How Compliance Reviews Work](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_components_governance_mandatory_rules.htm&release=264.0.0&type=5 "A compliance review applies to marketing work in one of two ways. Someone requests a review for a specific piece of work, or a company requires a control across a whole category of work. Either way, the owner sends the review requests, and each review goes to a reviewer, who checks the work and notes whether it passes. Each record then rolls up its reviews into one overall compliance status.")
- [_Salesforce Help:_ Track Your Approvals](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_manage_approvals.htm&release=264.0.0&type=5 "When you submit a program, campaign, or tactic for approval, it goes to an approver to review before it goes live. You can follow where each request stands from submission to decision, and act on the requests that others send you to approve.")