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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

  1. Open the campaign sequence.
  2. Click the step.
  3. 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

  1. Open Tasks in the left sidebar.
  2. Stay on Campaign tasks.
  3. Open the task. The action is Review.
  4. 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.

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