Use Require approval when you want an extra review step before a gift is sent. When this setting is enabled on a manual campaign, gift sends stay in a pending state until they're reviewed and approved.

Turn on approval for a manual campaign

At the campaign level, go to Send options and switch on Require approval.

After you enable this setting, any gifts sent from that campaign will remain pending until they’re approved on the Sends tab.

How approval works

When a Sender creates a gift send from a manual campaign with Require approval turned on:

1. The Send is marked as Pending

2. The Campaign Manager or Admin who created the campaign receives a daily email summary at 9 AM UTC

3. The approver can approve or reject the order directly from the Sends tab

Note: If an Admin or Campaign Manager sends from a campaign they created, the Send is approved automatically and won't require a review.

What happens after a decision is made

If the Send is rejected

No further action is required. The Sender isn't notified that the Send was rejected.

If the Send is approved

The next step depends on the gift type and delivery method.

Approved eGifts Sends

• Reachdesk email: The email is processed and sent to the recipient immediately

• Generate a link: The Sender receives an email with Get my link to retrieve the URL

Approved Bundle and Marketplace Sends

• Address confirmation: The confirmation email is sent to the recipient immediately

• Generate a link: The Sender receives an email with Get my link to retrieve the URL

• Direct Send: The gift is sent immediately

Note: While approval triggers the next step, physical gifts are subject to a 30-minute security delay from the time of creation. If a send is approved within minutes of being created, the Address Confirmation email may stay in a 'Scheduled' state until that 30-minute window has passed.

Frequently Asked Questions

Does Require approval work for automated campaigns? 

No. Require approval only works for manual campaigns.

Who receives the approval email? 

The Campaign Manager or Admin who created the campaign receives the daily approval email.

How often is the approval email sent? 

The approval email is sent once a day at 9 AM UTC and includes all pending sends in a single message.

Can I approve Sends in bulk? 

Yes. Admins and Campaign Managers can approve or reject sends in bulk via CSV upload on the Sends tab. Read more about this here: Bulk Approve or Reject Pending Sends.

Does the Sender get notified if a Send is rejected? 

No. The sender isn't notified if the Send is rejected

What does the Sender see while the gift is pending?

If they send via Reachdesk email:

If they send via link: