Create my first campaign
Tutorial

Send for approval

Send the pieces for internal review and create a link so your client can comment and approve, without an account.

[Short video: pending recording]
Before you start, you need
  • A campaign with pieces ready.
  • Editor or admin permission to send for review.
  • The email or channel you will use to send the link to your client.
How long it takes: About 3 minutes.See this feature in the product

  1. Press "Send for review"

    From the campaign ("Approval" tab) or from the approvals list, press "Send for review".

    [Screenshot: "Send for review" button]

  2. Complete the submission

    Choose the campaign, leave "Internal reviewer" checked (it notifies Reviewers and Admin), write an optional message ("what the person reviewing should look at"), and decide whether to turn on "Lock editing while under review", which prevents changes to what is being approved.

    [Screenshot: "Send for review" dialog]

  3. Press "Send"

    The pieces go into review. The reviewer can "Approve all" or "Request changes" with a comment; what they ask for goes back to the chat or to the manual adjustments.

    [Screenshot: confirmation "pieces are now under review"]

  4. Create the link for the client

    Press "Create link for client" (or "Create review link"). Give it a name, choose the permission ("View only", "Comment", or "Approve"), and how long it lasts: 7, 14, 30, or 90 days. Optionally turn on "Require PIN": a code of 4 to 12 letters or numbers that the client types to open the link.

    [Screenshot: "Create review link" dialog]

  5. Copy the link

    The full link is shown only once, when you create it, and for security we only keep a fingerprint of it. Copy it and send it to your client. If you lose it, create another one and revoke the previous one.

    [Screenshot: created link with the Copy button]

  6. The client reviews and approves

    The person opens the link without needing an account, sees the banner in each size, leaves comments on the banner itself, and can "Approve this size" or "Request changes to this size". You see the status of each piece in the campaign.

    [Screenshot: client review screen]

Keep handy

If your workspace requires approval. Pieces that are not approved cannot be exported, unless an Admin or the Owner explicitly confirms it (it is recorded as a warning in the export report).
Next tutorialWith the go-ahead, download the packages.Export for the ad server

Do it now with your campaign.

Try it with a real campaign.

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