Hi Mahurrinah Sims Similiar to Natalie Kremer Karan Hari and Michael Tucker I have set up program templates to include a separate Smart Campaign send to applicable internal stakeholders smartlist with schedule set to ignore communication limits. In our case the internal send stakeholders smartlist will contain marketing staff as well as relevant regional imanagers and sales team to see/ be aware of communications before prospects/ customers are sent communication. The internal send is scheduled at least an hour prior to the external send. In relation to your need to Audit - do you mean you want to do final review and approval before the emails set up by others in your instance? I suggest if this is the case then you need to spend time defining the marketing automation roles and responsibilities across all users in your instance. This will then dictate the role and permissions setup and allocated in Marketo. One example - You could structure •”Coordinator” role with permissions to set up emails, no send rights etc Then have yourself with “Admin“ role with Database access and send rights and you act as Central Campaign desk reviewing, approving and scheduling sends.
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