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View Promotions: Approval

Leveraging the Approval view in Promotions Planning

Description

The Approval view provides a streamlined interface for reviewing and approving promotions submitted by your team. Managers and approvers can efficiently control the approval workflow using drag-and-drop actions or bulk selections. 

Navigation

Navigate to Promotions > Planning and click the interface selector icon to choose Approval.
 

  • Approval Role dropdown: Same as Submission view - filter by approval role.

  • Submitted list: Left side of screen showing promotions in "Submitted" status awaiting approval.

  • Approved list: Right side of screen showing promotions that have been approved.

  • “Decline” button: Button that allows to decline checked/selected promotions.

  • “Approved” button: Button that allows to approve checked/selected promotions.

  • “Cancel” button: Button that allows you to cancel checked/selected promotions.

  • “Tag” button: Button that allows you to add a tag to selected promotions.