Retain the manager\u2019s decision on reusable content and distinguish approved copy from a completed email send.
Marketing Manager prepares a Draft with its author, sender and message content. Check the subject, body and postal address together. Add preview text and a reply address where used. Agree editing responsibilities with Marketing Operations before assigning preparation work.
Marketing Manager coordinates submission through the template approval lifecycle. The asset moves from Draft to under review, retaining the submitting user. Review the exact version the program will reference, including the sender identity and response route.
Marketing Manager approves the reviewed content. The lifecycle moves it to Approved and records the deciding user and time. If the wording needs more work, agree the correction with the author before approving. Use the recorded lifecycle decision when checking the asset later.
Marketing Operations selects the approved template on the email step and checks its active setting and version. Rehearse the rendered message with representative lead details. Review any Archived content still referenced by existing steps.
Marketing Operations follows the email action into the member's execution history. Set up the sending service connection and check its outcome for the same member. Investigate an error before continuing the journey, retaining the content reference during the investigation.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.