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Campaign Approval

Updated on September 15, 2022

Pega Customer Decision Hub provides supplementary support for incorporating an approval process into the Campaign lifecycle. This functionality is included in the Marketing Operations module along with other operational features.

Pega Customer Decision Hub

As part of this functionality, Campaigns must be approved before they can be launched. Application implementers can customize the criteria for Campaigns to require approval. Advanced implementations may even consider customizing the approval flow to better suit their needs.

In the out-of-the-box process, users can perform the following actions:

The manager can perform the following action:

  • Submitting a Campaign for Approval

    The Submit for Approval action enables the user to submit their Campaigns for approval. Most Campaigns require approval before they can be executed. Users can enter a note along with their approval request.

  • Recalling a Submitted Campaign

    After a Campaign has been submitted for approval, no further changes are allowed to the Campaign. If a user wishes to make further updates to the Campaign, they must first recall the Campaign from the manager via the Recall action.

  • Approving and Rejecting Campaigns

    To approve or reject a Campaign, a manager can open the Campaign either directly from the Campaign link in an email or from their Work List. The Approve and Reject actions enable the manager to take the corresponding approval action once they have reviewed the Campaign details.

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