Require Approval on Campaign Sends

If you'd like to have sight of, or restrict what your users are sending, and to whom out of Reachdesk before it is sent out, this is the tool for you.

At campaign level you are able to set permissions for that particular campaign, which looks like the below.

Note: this does not include triggered campaigns. 

How does this work?

Whenever a sender tries to send a campaign with 'require admin approval' switched on, the Campaign Manager, or Admin who created that campaign will receive an email that there is a pending engage:

They will need to click that button, head into Reachdesk, and approve/reject that send via the sends tab. 

What happens next?

If you reject the engage, the sender will not be notified and there is no further action. If you approve the send, the following will happen:

For e-gifts

If the sender chose to send a Reachdesk email, their email will be processed and sent right away.

If the sender chose to generate a link, they will receive an email to retrieve their link:

Clicking that button will take them here, to retrieve their link:

For physical gifts

If the sender chose to ask a recipient to confirm their address via email, their email will be processed and sent right away.

If the sender chose to generate a link, they will receive an email to retrieve their link:

Clicking that button will take them here, to retrieve their link:

If the sender chose to send the gift anyway, the gift will be sent right away. 

What does the sender see? 

For sending via a Reachdesk email / sending anyway (if a physical gift):

For sending via a link/URL:

Note: If an admin, or a campaign manager send a campaign with require admin approval turned on, the send will automatically go through with no approval needed.