Review an email experiment
Review an email experiment.
3 stages · 2 approvals
Roles and responsibilities
-
Step 1Approve campaign
Campaign NumberNamePrepared ByTarget List
-
Step 2Review experiment
Test NumberNameWinning MetricWinner VariantClick Rate
-
Step 3Review campaign outcomes
Send NumberCampaignRecipient Count SentRecipient Count Failed
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
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.
Approval required
Review experiment
Assign recipients to disjoint variant groups using a frozen audience snapshot. Use the declared metric, sample requirement and decision window. Campaign Approver independently accepts a supported winner or records Inconclusive; no automatic winner is invented when evidence is insufficient. A follow-on send targets only the untouched eligible remainder. Supported metrics are OpenRate, ClickRate and ClickToOpenRate with disclosed signal quality. There is no conversion-attribution metric; verified CRM events used to exit a journey do not count as attributed experiment conversions.
Review campaign outcomes
Compare accepted, delivered, bounced and suppressed recipients as distinct measures. Deduplicate event counts and distinguish proxy-derived engagement. Review acquisition and preference evidence against the configured jurisdiction and purpose policy; no template or report certifies legal compliance. Propose new content and audience versions from observed outcomes.
Approvals and controls
2 approvals required in this process
-
Approve campaign
Campaign Approver signs · review experiment waits
Campaigns, EmailTemplates, Lists -
Review experiment
Campaign Approver signs · review campaign outcomes waits
ABTests, ABTestVariants, SendRecipients - 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 Approve campaign | CampaignsEmailTemplatesLists | Record an independent decision on the submitted revision |
| 2 Review experiment | ABTestsABTestVariantsSendRecipients | Record an independent decision on the submitted revision |
| 3 Review campaign outcomes | SendsABTestsJourneyEnrollmentsConsentEvents | Retain the stated outcome and its source evidence |
Process reports
All reportsExperiment Results
Declared metrics, disjoint variants, decision window and approved or inconclusive results.
Engagement Signals
Unique engagement events with human-candidate, proxy, bot and unknown classifications.
Campaign Performance
Campaign and send outcomes reconciled to unique accepted, delivered, bounced, suppressed and unknown recipients.
Journey Progress
Due, completed, paused and exited journey steps with their version and delivery intent.
Contact Policy Audit
Purpose evidence, list/global preferences and blocked delivery outcomes for policy review.
Suppression Decisions
Suppression causes, removal requests, independent decisions and remaining contact restrictions.
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
› review an email experiment · approve campaign on Campaigns, EmailTemplates, Lists
⏸ approval · waiting for the campaign approver
# 2 more stages after approval: review experiment, review campaign outcomes
Other processes
4 moreHonor preferences and manage suppression
Honor preferences and manage suppression.
3 stages · 0 approvals