Campaign Pre-validation

EMMA gives you the possibility to enable three types of roles to manage and configure your Messaging campaigns.

To do this, first you must be the admin user of your EMMA account. If you are not yet, review the instructions about the user basic roles in this article.

Enable and assign the pre-validation roles

1. Login in EMMA and go to My Account > Users

2. Enable the "Approval requirement":

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3. Create a new user or edit an already created one:  

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4. You will find three new roles: Author, Manager o Analyst. Select one of them and click on "Save":

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Types of pre-validation roles

  • Author users: 

They are responsible for generating the campaign content: name, description, images, planning, etc. The last step that they can't configure is the target election or campaign segmentation. 

The "Author" users will save the campaigns for a later revision of the "Manager" users, with the "To validate" status. Also, the "Author" users will publish a campaign as "Testing" and send it to the test segment established.

When creating the campaigns, the "Author" users only be able to use segments previously saved as Test Segment. You can see how to create a Test Segment here

These users will receive a real time email when a campaign made by them is published.

  • Manager users: 

They are responsible for the validation of the campaigns created by the "Author" users. Their task is review the campaign configuration and validate it by passing the campaign to "Approved" status.

If a campaign doesn't have the appropriate configuration, the user "Manager" will be able to edit this configuration before being marked as "Approved". 

These users will receive a real time email with all the campaigns that have the status "To validate". Also, this users will receive a real time email when a campaign validated by them is published. 

  • Analyst users:

They are responsible for putting the user segment and launch (execute) the campaign. 

They are in charge of including the segmentation or the target in those campaign marked with the status "Approved". 

Once the target is included, they can launch the campaigns to be visualized. These campaigns will pass to Ready status (in case of being an Automatic campaign) or Scheduled/Active (in case of being a Classic campaign)

The users with "Analyst" role will not be able to edit any other campaign configuration.

These users will receive a real time email with all the campaigns that have the status "Approved".

Summary of actions

Next you have the different actions that each role type can accomplish: 

tabla_roles.png

 

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