Wingify Campaign Approvals

Overview

The Wingify Campaign Approvals feature adds a review step to your testing workflow. It lets designated approvers validate and approve campaign changes before they go live, ensuring the quality of the campaign and its alignment with objectives.

Key Benefits

• Enhanced quality control and minimized errors: Review campaign setups, targeting, and goals before launch to ensure adherence to quality standards and best practices, while reducing the risk of incorrect configurations or unintended changes.
• Better collaboration: Enhance communication and feedback between campaign creators and approvers.
• Optimized workflow: Streamline the review process and track approvals directly within Wingify.

Enable Approval Workflow Feature for a Workspace

The Wingify Campaign Approvals feature can be enabled for a workspace via Settings > Campaign. You can also set up automatic approvals to approve campaign changes within a set time frame, bypassing manual approval when needed to avoid any delays.

Prerequisite: The Unpublished Changes option must be enabled under campaign settings.

To enable the approval workflow:

1. Go to Settings > Campaign.
2. Toggle the Campaign Approvals option to enable the approval workflow for campaigns. 

3. From the Approvers dropdown menu, select the users who will be the approvers for your campaigns.

   Note: You can assign multiple approvers for campaign approval; however, approval from any one of them is enough to move the campaign forward.
4. Optionally, you can set a time frame for automatic approval. If the campaign is not approved within the specified time, it will be automatically approved.
5. If desired, you can enable the Bypass Approval via Developer API option. When enabled, this setting allows campaign changes made through the Developer API to be pushed live immediately, bypassing the approval workflow.

• With the option enabled: Any updates applied to the campaign via API will be deployed directly to the campaign without requiring approval, as it will bypass the approval workflow.
• With the option disabled (unchecked): Any campaign updates made through the API will fail and return an error message, as they will be subjected to the standard approval process.

Configure Campaigns with Approval Workflow

1. Create the campaign

   Once the approval settings are configured, proceed to create your campaign based on your specific requirements.

2. Send the campaign for approval

   After setting up the campaign, click on Send for Approval to initiate the approval process. The designated approvers are notified via email that the campaign is ready for review. The approvers have the following options:

   • Approve the campaign: The approver can review the campaign and approve it without suggesting changes. They can leave feedback in the Activity Timeline.
   • Disapprove the campaign: If the approver wants to suggest changes, they must click Need Changes and provide detailed feedback for modifications.

3. Campaign Feedback and Resubmission

   Once the approver submits their feedback, the campaign creator will receive an email notification. The creator can then review the feedback, make the necessary adjustments, and resubmit the campaign for approval.

Get Approval for Live Campaign Changes

1. Changes to the Running Campaign

   Start by making the necessary updates to your running campaign. Once the changes are completed, save them as unpublished using the Save as Unpublished option. This ensures that the changes are not yet applied to the running campaign, allowing you to seek approval before making them public.

   Note: Changes saved as unpublished will not affect your running campaign until they are applied after receiving approval.

2. Send for Approval

   After saving the changes as unpublished, click on Send for Approval to initiate the approval process. The approval workflow for unpublished changes is identical to that of the initial campaign submission. The selected approvers will receive an email notification to review the changes, and they can either approve or provide feedback.

3. Apply Changes (post-approval)

   Once the changes are approved, they will be applied to the running campaign. The previously unpublished changes will now be pushed to the running campaign, ensuring that only the approved modifications go live. The campaign creator will receive a notification once the changes have been successfully applied to the campaign.

Best Practices

• Set up auto-approval for campaigns to automatically approve submissions after a certain timeframe. This helps speed up the approval process and prevents unnecessary delays, especially for time-sensitive campaigns.
• Leverage the activity timeline feature to track all actions, approvals, and feedback related to your campaign. This provides a clear and organized history of the campaign’s progress, helping you stay on top of updates.
• If you're unable to see the campaign approvals feature in your test campaign, ensure that the campaign approvals option is enabled under settings. To do that, go to Settings > Campaign and confirm that the campaign approvals feature is turned on. This is necessary to activate the approval workflow.
• Verify approvers' permissions - Ensure that approvers have the correct permissions and roles in Wingify. Only users with the Publish, Admin, and Owner rights can review and approve campaigns.