Campaigns
Approve messages
Review LinkedIn and email drafts before a campaign sends them.
Send a message, Send InMail, and Send email can wait for you before they send. Turn that on per step.
Turn approval on
- Open the campaign sequence.
- Click the step.
- Turn on Require approval before sending.
The step holds a draft until you approve it. The lead stays on that step until then.
Review a draft
- Open Tasks in the left sidebar.
- Stay on Campaign tasks.
- Open the task. The action is Review.
- Click Approve.
The draft sends on the next available window. Send now sends it immediately. Re-generate and Rewrite change the draft. Remove from campaign drops the lead and clears the draft.
Review needed on the campaign Overview opens the same queue. On Leads, select a lead who is waiting and click Review Message.
The full queue, including calls and tasks you add yourself, is on Tasks.