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Re: Approval Processes

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Anonymous
Not applicable

Approval Processes

Hi Marketo Family,

How does your company handle the check and balance process before you send out an email?

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Grégoire_Miche2
Level 10

Re: Approval Processes

At minimum,

  • Always send a sample to some else than the person who wrote it. All email testers be given a checklist that they have the responsibility to complete. No email can be sent if they have not flown through this "review by pair"
  • Remove email approval and campaign activation/scheduling rights from junior people until you have internally decided that they have honed their skills to a point where they won't make any big error and understood the level of exigency taken by

-Greg

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9 REPLIES 9
Anonymous
Not applicable

Re: Approval Processes

Hi Allison,

We have already created the Campaign Checklist and QA team fill out that checklist. Before launching the campaign we conduct pre- flight call with the campaign manager and only manager have the rights to run the campaign. We do not recommend to share campaign run rights with QA & developer. I hope this will help to define the process.

Thanks & Regards

Jagbir Singh

jagbirs@grazitti.com

Grégoire_Miche2
Level 10

Re: Approval Processes

At minimum,

  • Always send a sample to some else than the person who wrote it. All email testers be given a checklist that they have the responsibility to complete. No email can be sent if they have not flown through this "review by pair"
  • Remove email approval and campaign activation/scheduling rights from junior people until you have internally decided that they have honed their skills to a point where they won't make any big error and understood the level of exigency taken by

-Greg

Darrell_Alfons2
Level 10 - Champion Alumni

Re: Approval Processes

I agree, at least 2 eyes on every email, also testing with Litmus is important.

Another critical part is checking how many leads qualify for the email send and if that is consistent with prior sends etc.

Darrell

Mackenzie_Warre
Level 2

Re: Approval Processes

This is what we do as well. Since we have a relatively small team, we rely heavily on tools like Litmus. There just aren't that many extra pairs of eyes to put on everything that goes out.

Julz_James
Level 10

Re: Approval Processes

Personally I always get the person who requested the email to give me written confirmation that they have approved it.  I find that if you hold the person who requested the email accountable they spend more time checking over the test send etc.

Anonymous
Not applicable

Re: Approval Processes

Allison,

We utilize a custom approval process for all of our standard emails which we built in Salesforce. The emails first go through an internal approval process where a member from the marketing ops team (who did not build the email) provides an internal approval on the Smart List, email content and layout. Then, the email is sent through Salesforce to the main approver and they have to approve all email content/check links/etc. The 2 layer approval process is helpful for us and usually catches any errors.

If it is a special or very important campaign, we add an additional approval layer through a project management system called Workfront. We utilize this process when we need executive approval for design and content.

Mackenzie_Warre
Level 2

Re: Approval Processes

We're looking into Workfront. I would love to know more about what your executive approval process looks like!

Dan_Stevens_
Level 10 - Champion Alumni

Re: Approval Processes

Hi Mackenzie - I've documented how we use Workfront here: MARKETO SOP

Mackenzie_Warre
Level 2

Re: Approval Processes

Thanks so much! This is really helpful!