Review audience and step logic before the manager approves a program and operations activates it.
Marketing Operations prepares a Draft program with its owner, type and goal. Add the audience conditions, ordered steps and exit rules. For a webinar follow-up, a list-based audience and a meeting-booked goal give the team a concrete journey to rehearse.
Marketing Operations checks the audience conditions together and follows both branch destinations. Verify the template referenced by each email action and the list referenced by each list action. Review capacity and re-entry settings alongside global suppression.
Marketing Operations submits the journey through the program approval lifecycle, moving it from Draft to under review. Inspect the submitting user and the configuration presented for review. Use the Programs console to locate the journey and discuss its purpose with the manager.
Marketing Manager approves the audience, action sequence and exit logic after checking the content references. The lifecycle moves the program to Approved and records the deciding user and time. Resolve a disputed branch or audience condition before this decision.
Marketing Operations activates the approved journey through the lifecycle and checks its activation time. Rehearse the connected CRM profile feed and inspect the resulting enrollment. At the concurrency limit, review the Queued result; a suppressed lead must remain excluded even when re-entry is allowed.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.