Pending Approval
About Broadcasts Pending Approval
Through configuration a client can change the regular behavior when making broadcast, basically a Broadcast Pending Approval has to be configured as a regular Broadcast but the main difference lies in the final process of the configuration.
In order to configure a Broadcast with pending status Approval, the user’s profile that will create this campaign has to have limited credentials or permission in order just to limit her/his actions to create and schedule the SMS Broadcast campaign. After that, a different user which profile’s credential and permission allows to approve the SMS broadcast that’s pending for approval will proceed to verify and approve that campaign.
Pending Approval Account Permissions
- User that can only create the SMS broadcast campaign: 633 (Pending Approval) and 630 (Disable send a broadcast (Only allow save))
- User that approves the SMS broadcast campaign: 633 (Pending Approval) and 624 (Allow reject a broadcast)
The process is as follows:
Broadcast
To create a broadcast campaign navigate to the Blasting submenu in the Main Menu and select Broadcast:
The main broadcast screen shows all the past blasts that have been delivered, including a few stats for each one such as Message Delivery Rate, Expected Messages, Sent Messages, Remaining Messages, % Sent and status. Using the Status link an active broadcast can be suspended temporarily or cancelled permanently (please note that some broadcasts may show a % Sent greater than 100% in cases where messages have been retried or a fallback method was used):
To create a new Broadcast campaign you must click on the New Broadcast button on the toolbar:
This will open the New Broadcast screen:
Broadcast will be created and pending for approval without a date, the user that approves this process will have the option to validate the broadcast process to start immediately or to schedule it for a future date.
Here's the breakdown of the required fields:
| Field | Description |
|---|---|
| Distribution Lists | The Distribution Lists containing the users that will receive the broadcast. You can select none (in which case you must upload an Excel or CSV file in the I want to create a new SMS distribution list option), one or multiple lists (using the Ctrl key in Windows or Command key in OSX). Distribution lists can be populated in other campaigns. For example, you can use a Subscription campaign to add users to a distribution list, and then use the Broadcast tool periodically to send MTs to all the subscribed users |
| I want to create a new SMS distribution list | Check this option if you don't want to use an existing distribution list. Upon selecting this option you will be able to upload a CSV or Excel file from you computer, or select an existing file in your Dropbox account. If you select this option you will be required to enter a name for the new distribution list that will be created |
| Campaign Name | The name of the campaign. Please use a concise name and avoid special characters |
| Text | The text of the broadcast. All users in this campaign will receive the exact same text |
| Share on Facebook | If you connect your Facebook account to your MMC account you can share the broadcast text in your Facebook Wall, allowing you to broadcast your campaign in all channels |
| Share on Twitter | If you connect your Twitter account to your MMC account you can share the broadcast text in your Twitter Timeline, allowing you to broadcast your campaign in all channels |
| Delivery Method | Select the delivery method: SMS, Push or Voice call (via TTS) |
| SMS Fallback | Only available when using Push as delivery method. Alows you to tell the platform to fallback to SMS if the user does not have the application that will receive the Push Notification installed in his handset |
| Shortcode | The shortcode to use to send the SMS broadcast |
| Throttle | Uncheck the No throttle option if you wish to throttle the delivery of the broadcast. Enter the amount of messages and the minute period in which those messages should be delivered |
| Starts on | By default No date (save for later) is checked. |
| Periodic | Check the Periodic option to schedule periodic deliveries. Using this feature you can program your broadcasts to be redelivered on Daily, Weekly, Monthly and Yearly periods depending on your requirements |
| Restricted Schedules | Uncheck the No Restricted Days option to define a restricted set of week days on which the users must not be messaged. Uncheck the No restricted hours to enter the time at which users must not be contacted. Using this option you can prevent messages to be delivered at sensitive times, for example before 8:00 am or after 10:00 pm (the default) |
Use the Preview button to see all the messages that will be delivered to all the users. Once you validate all the fields click on Save and the broadcast will be pending for approval.
Once you click Save you will be taken to the Broadcast Main Screen. There you will see all broadcasts status and the delivery information in real time. An email will be send to the user that approves this process to inform that a campaign is pending for approval in order to be sent.
SMS Broadcast approval
From the perspective of the user that approves the broadcast, the process to get to Broadcast home page is the same as previously detailed. The difference is that the campaign will have status Pending and this user has to click on the campaigns name in order to Accept, Reject or Cancel the process.
Once into the campaign page, this user will verify that all the information is correct and proceed to set a date for the broadcast to be performed. It can be either immediately -Now- or schedule to be sent in a future date. The user that approves can either Preview, Accept, Reject or Cancel the SMS Broadcast campaign.
