ACHQ Email Sending Approval

In ACHQ, Email Sending Approval allows the Head Office Team to enforce campaign approvals with your sub-accounts. When Email Sending Approval is turned on for a sub-account, the Head Office Team must approve any campaigns they create before it can be sent.

This article explains how to turn on Email Sending Approval and how to approve or deny a sub-account’s campaign.

Set up Email Sending Approval

ACHQ Head Office must enable Email Sending Approval before it can be used:

1. From your ACHQ account, click “Settings.”
2. Click the “Approvals” tab.
3. Choose which sub-accounts you would like to enforce email sending approvals on from the following options:
   
   • "Enforce for all accounts": Enforce email sending approval to all sub-accounts.
   • "Automatically enforce based on label": Enforce email sending approval for sub-accounts with specific labels.
   • "Manually select specific accounts": Choose individual sub-accounts to enforce email sending approval.
4. Click “Save.”

Once Email Sending Approval is set up, every email draft in the sub-accounts chosen above will have a “Submit for approval” button instead of a “Send” button and must go through the approval process explained below.

Approval process

Once you have configured the Email Sending Approval settings, you will need to review campaigns that sub-accounts submit and either Approve or Deny campaigns for them to be sent. The following steps will walk you through the process from the lens of the sub-account and your ACHQ account:

From the sub-account:

1. The sub-account creates a draft campaign and clicks the “Submit for approval” button. The campaign status on the Campaign Overview page will have a “Pending HQ approval” status until the campaign is approved.

From the ACHQ account:

1. From your ACHQ account, click the “Campaigns” tab.
2. Click the “Campaign approval” tab.
   
   

     Unread campaign approvals will appear as a notification number on the “Campaign approval” tab.

3. Click the “Review” button to the right of the campaign that needs approval. This will open up the campaign in your sub-account in a new tab to review.
4. Click the ACHQ tab in your browser to return to your ACHQ account.
5. To approve the campaign:
   
   • Click the “Approve” button to the right of the campaign.
   • In the “Notify users” modal, select the sub-account emails to notify them of campaign approval.
   • Go to step 7.
6. To deny the campaign:
   
   • Click the “Deny” button to the right of the campaign.
   • In the “Notify users” modal, provide a reason for denying in the field and select the sub-account emails to notify them of campaign denial.
   • Go to step 7.
7. Click “Notify” to send the approve or deny notification.

From the sub-account:

1. If the campaign is approved, the campaign status on the Campaign Overview page will change to “Approved by HQ.” As long as there aren’t any further changes to the campaign, it can be sent. Here is a table of campaign changes that do and do not require re-approval.
2. If the campaign is denied, the sub-account must address the deny reason and click the “Submit for approval” button to resubmit the campaign for approval.
3. Once the campaign is ready to send, the sub-account user can click “Continue” to the right of the campaign and then click the “Send” button to send the campaign.

Changes to a campaign after approval

If a sub-account needs to make additional changes to the campaign after it has been approved, it may need to be resubmitted for approval. Here is a table of campaign changes that do and do not require re-approval: