Email Job for Approval

Owned by Debby Gibson
Mar 04, 2019

Email jobs can be created by one staff member, and set for approval.  The job will not be setup for sending, unless it is approved.

Instructions

Create an email job either from a template, or "on the fly"

  1. Setup the job as required complete with email, follow-up email, webform (if required), and sections of the schedule tab as required
  2. On the schedule tab, click the option "Job requires approval before sending"
  3. Click the drop down list and select a staff member who is required to approve the email job
  4. Click the Send button
  5. Nimbus will send an email to the selected Approver providing a link, which when clicked, will take the user into the Nimbus Email Jobs grid, filtering to show those jobs that are set to be approved by that staff member
  6. The staff member must then edit the email job, review the job and tick the option to approve the job.  The job will then be sent based on the "send first email on" field shown on the Schedule tab.
  7. If the job is not approved, the staff member must select an admin staff member to return the job to.  They would select the staff member from the drop down list, and click the send button.


Note that if you set yourself as the staff member required to approve an email job, when you click the Send button, the system will display the following.  If you select Yes, the job will be sent a per the "send first email on" field.