When you have finished creating a campaign, you must typically submit it for review before it can be deployed to your production server. The campaign starts running as soon as it is deployed (unless the campaign includes a start date, in which case the campaign starts after it has been deployed and when that date has been reached).
To indicate that the campaign is ready for review, complete the following steps:
Select Ready for Review from the Task Actions list that appears above the Properties, Structure, and Reports tabs.
Click Go.
In the Confirmation dialog box, enter any notes you want. This step is optional. The notes appear on the History page for this campaign.
Click OK.
The person who is assigned the task of approving the campaign then does the following:
Locates and displays the campaign through the Browse Campaigns page or the To Do List in the Home page.
Selects Approve from the Task Actions menu and clicks Go. (If the reviewer selects Reject, the Author task is reactivated for this campaign.)
Optionally enters a note in the Confirmation dialog box, and clicks OK. The campaign is generated and deployed to production.
If the campaign is incomplete (one ore more required elements have not been supplied), an error message similar to the following appears when the reviewer approves the campaign for deployment:
Campaign scenario cannot be generated due to an incomplete stage
<name of stage> for <name of campaign>. Please complete the
required information and try again.
Note that the tasks and outcomes described here (Author, Ready for Review, Approve and Reject) are included in the default campaigns workflow. The actions may vary if the workflow has been customized for your installation. For example, your ATG Outreach environment may include multiple reviews or no Review task.
