Managing and Approving Campaigns Using the Campaign Manager Workflow

Enabling Campaign Approval

In the Converse Settings, click on Campaign Approval. Toggle the switch to enable Campaign Approval.

Adding an Approver

• Click on Add Approver.

• In the modal, enter a name or email in the search field.

• Select the desired user from the search results.

• Click the Add button to confirm the new approval selection.

Creating a New Campaign

• In the navigation bar, select Campaign Manager to proceed.

• Click on New Campaign to start creating a campaign.

• Enter the campaign name in the Campaign Name field.

• Select the campaign's objective in the Objective field.

• Select Broadcast under Campaign Type.

• Click the Create button.

Selecting Recipients and Sender

• Click the Select Type drop-down under Select Recipients and Phone Field.

• Choose List View from the drop-down menu.

• Select Contact from the Object drop-down.

• Choose Mobile Phone from the Phone Field drop-down.

• Click on Select Sender ID to choose a sender.

Submitting for Approval

• Type your message in the text box provided.

• Select Execute Now to trigger the campaign immediately.

• Click the Submit for Approval button in the Campaign Builder.

• Click Submit for Approval in the modal to confirm the campaign submission.

Approval Process

When a campaign is submitted for approval, its status is automatically updated to Approval Pending. The designated campaign approver receives a notification and can review the campaign details on the Campaign Details page. The approver can approve the campaign by clicking the Approve button.

Notification and Starting the Campaign

• Once approved, the campaign creator receives a notification.

• Upon clicking the notification, the approved campaign details are visible.

• The campaign creator can start the campaign by clicking the Start Campaign button.

Handling Rejections

• The approver can reject the campaign by clicking Reject with Note and providing a reason.

• The rejected note is visible in the Campaign Detail page.

• The campaign creator receives a rejection notification and can review the rejection note.

• The campaign creator can resubmit the rejected campaign for approval.

Sending Follow-up Reminders

• In the campaign list, click the icon to open options for a specific campaign.

• Select Follow-up from the drop-down menu.

• Click Yes in the confirmation pop-up to send the follow-up reminder.

Filtering Campaigns

• Click the filter icon in the navigation bar.

• Select Approval Pending, Rejected by Admin, or Approved under the status section.

• Click Apply to view the filtered campaigns.