Triggered Sending Approval

  • Updated

Triggered sending approval is built for Salesforce, Marketo, Eloqua, and HubSpot to provide a layer of protection for your triggered sends.  Rather than triggers coming directly to Sendoso and automatically going out to whoever triggers, they will instead be added to a queue for a Manager or Admin user to approve or reject. 

Setup Flow

The setup flow will be very similar to Sendoso’s current trigger send setup, with an additional checkbox to “require approval” while setting up the campaign details. 

  1. Navigate to https://app.sendoso.com/manage/campaigns and select “Create Campaign” or edit an existing triggered campaign.
  2. Choose the content of the send and continue to the next step. 
  3. Verify the send details on the next screen.
  4. On the touch details screen, make sure the touch type is set to Triggered, and you will notice a new option to “Require Approval” appear underneath. 
  5. On the next screen, confirm which tool you will use to trigger campaigns and complete the recipient mapping.
  6. Choose who will be notified when a send is pending.
  7. Map the campaign to a Salesforce Campaign for ROI tracking. 
  8. Finish the campaign.

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Approval Flow

To approve your sends, simply navigate to the Send Tracker page and click Pending Approval at the top. From there, you'll be able to review, approve, and update Sends in this queue. 

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Triggered Sending Approval with Dynamic Links

When using this feature with dynamic links (available in Marketo Engage, Eloqua, and Outreach) it alters the redemption flow.

Recipients will click on the embedded link and then receive a message that their eGift is being verified:
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Once the recipient has clicked the link, it will appear in the approval queue as outlined in the Approval Flow section above. After your approval, the recipient will receive a follow-up email with their eGift!

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(This image does not reflect the exact image your recipient will see. All branding and customization settings will apply)

Please note that the standard eGift statuses will apply with this flow

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