Posted: 5 Dec 2017 2:59 EST Last activity: 8 Dec 2017 7:40 EST
Unable to see ‘submit for approval’ option for campaign run
I'm not able to see the "Submit for Approval" option, after i have designed and set up a marketing outbound campaign (ready to run). Under dropdown selection at marketing portal for "Action", only see options for withdraw, validate etc. Does anyone know how to get the approval option out?
I ain't sure about the marketing outbound campaign product, but as a generic solution, I would advise you to check the local actions configured at that particular assignment shape associated with the current stage.
Realized that we need to define a budge amount >$5000 for the approval selection to appear. This is configurable. But now another question is, after i submit for approval I'm not able to see where the request goes to - even though i have defined the user's manager. Anyone knows what i might have missed?
Have you checked the queue of the User's Organisation Unit manager. I believe you are checking user's manager. Per the document it says
"The system automatically routes approval requests to the manager of the user’s organizational unit. In addition to adding the Campaign to the manager’s Work List, the system also notifies the manager about the approval request via email. This email contains salient Campaign details, the marketer's note, and a link to directly open the Campaign."
Have checked, need to indicate the manager at the org chart level for the different units. I have manage to see the approval request, but only when i go into each campaign. I was expecting the request to appear on the portal dashboard when login analyst portal, under worklist? Otherwise it would be very time consuming to go in to check one by one?