Approval Processes

[Anonymous]

Hi Marketo Family,

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

[Anonymous]

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 · Accepted solution]

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]

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]

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]

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]

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]

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

[Dan_Stevens_]

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

[Mackenzie_Warre]

Thanks so much! This is really helpful!