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Campaign approvals

Require a second person to approve campaign sends

Campaign approvals add an opt-in four-eyes control on campaign sends: nobody sends a campaign alone. It's there to catch an accidental send or stop a rogue one before it reaches recipients.

How it works

With approval required, sending a campaign doesn't send it. Instead:

  1. A member without approval rights sends the campaign — this creates a pending approval request and moves the campaign to Pending approval, a read-only state, instead of sending it.
  2. An approver — a member whose role has the campaigns:approve permission — reviews the request.
  3. Approve executes the send. Reject or cancel returns the campaign to Draft.

Owner and Admin have campaigns:approve by default; Editor does not. Like any permission, it can also be granted through a custom role.

Guardrails

  • Self-approval is blocked — the person who requested the send can never approve their own request. Someone else with campaigns:approve has to make the call.
  • Approvers need a verified email — an approval decision can't be made from an account whose email hasn't been confirmed.

Recipients at send time

For a campaign targeting a dynamic segment, the recipient list isn't frozen when the request is created — it's recomputed when the send actually executes, after approval. A segment's membership can shift between the request and the approval.

Turning it on

Enable the approval toggle in Settings → SSO, gated by settings:manage. Once on, it applies to every campaign send in the project. Pending requests awaiting a decision are listed in the Approvals queue.

What's next