Create an approved campaign
Create an approved campaign.
3 stages · 2 approvals
Roles and responsibilities
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Step 1Build permitted audience
Subscriber NumberEmailFirst NameLast Name
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Step 2Review template
Template NumberNameVersionOwner
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Step 3Approve campaign
Campaign NumberNamePrepared ByTarget List
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Build permitted audience
Import subscribers with source and purpose evidence, deduplicate normalized addresses and preserve withdrawals. Validate any required confirmation using a hashed single-use token with expiry. A source CRM connector maps explicit contact identifiers and allowed fields; it cannot infer marketing permission from a sales record. Confirmation consumes the hashed token atomically after expiry and purpose checks; a used or expired token cannot restore permission.
Approval required
Review template
Email Designer submits a version with Status: Draft → Submitted. The independent Email Marketing Manager approves the exact content, sender context and required footer. An edit creates a new reviewable version. Internal test delivery cannot bypass the permitted test-recipient boundary.
Approval required
Approve campaign
Email Marketing Manager submits the audience rules, purpose, approved template and schedule. Campaign Approver independently approves that Revision and the AudienceRevision. Changed content, audience or purpose requires fresh review. The scheduled command is rejected if approval no longer matches.
Approvals and controls
2 approvals required in this process
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Review template
Email Marketing Manager signs · approve campaign waits
EmailTemplates, TemplateBlocks -
Approve campaign
Campaign Approver signs · closes the process
Campaigns, EmailTemplates, Lists - Record ownershipKeep every reference and attachment in the authorized workspace and the acting person’s permitted scope. A copied link cannot grant access to another customer’s record.
- Current decisionsReview the latest saved state before changing work. If someone changes protected facts after approval, send the revised record through its required review again.
- Repeated actionsA retry returns the original result when the same action has already been accepted. Keep an uncertain external outcome visible until its original request is reconciled.
- CorrectionsRetain the earlier decision and the reason for correcting it. A report or automation should not hide a reversal by deleting the original evidence.
Follow the outcome
The receiving team needs the current owner, the next action and a traceable result. Use the linked operating records when investigating a delay rather than treating a status label as the complete explanation. If a required person is unavailable, route the decision through an authorized replacement who remains independent of its preparer. Resolve missing evidence before closing the handoff. A locally completed action may still require a confirmed response from its configured destination.
Email campaigns. An approved unchanged campaign creates one delivery intent. Reject self-approval or a changed audience using a stale approval.
Email templates. The campaign uses the exact approved content and footer. Reject edits to approved content without a new version and review.
Audience segmentation. The approved segment resolves to the eligible intended audience. Reject arbitrary query execution and foreign-workspace recipients.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Build permitted audience | SubscribersListsListMembershipsListImportsConsentEvents | Retain the stated outcome and its source evidence |
| 2 Review template | EmailTemplatesTemplateBlocks | Record an independent decision on the submitted revision |
| 3 Approve campaign | CampaignsEmailTemplatesLists | Record an independent decision on the submitted revision |
Process reports
All reportsAudience Growth
Acquisition and withdrawal movements by list and source, without double counting subscribers.
Contact Policy Audit
Purpose evidence, list/global preferences and blocked delivery outcomes for policy review.
Run by an agent
Agent support
An agent acts within the current user or service scope. It cannot provide its own independent human approval, restore a withdrawn contact purpose or turn an unknown external response into a confirmed result.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› create an approved campaign · build permitted audience on Subscribers, Lists, ListMemberships, ListImports, ConsentEvents
✓ Import subscribers with source and purpose evidence, deduplicate normalized addresses and preserve withdrawals.
› create an approved campaign · review template on EmailTemplates, TemplateBlocks
⏸ approval · waiting for the email marketing manager
# 1 more stage after approval: approve campaign
Other processes
4 moreHonor preferences and manage suppression
Honor preferences and manage suppression.
3 stages · 0 approvals