Marketing Campaign Approval Workflow

How is this workflow audited?

Every status change—submission, review, approval, rejection, and resubmission—is logged automatically within assess.one, creating a timestamped record for each campaign. This gives compliance and marketing operations teams a complete history of who reviewed, approved, or rejected a campaign and when, without relying on email trails or manual spreadsheets.

Who has access to approve or reject campaigns at each gate?

Access is role-based and configured directly in assess.one, so only designated marketing reviewers, budget approvers, and brand/creative checkers can act on their respective gate. The campaign owner retains visibility into status but cannot approve their own submission, preserving segregation of duties.

How does this integrate with existing marketing and finance systems?

Notifications to owners and approvers—such as changes-requested alerts—are configured inside assess.one using built-in email and Slack integrations, so teams are notified in the tools they already use. No third-party development work is required to connect notification channels.

Can we customise the approval gates or add additional reviewers?

Yes, all steps, roles, and routing logic are editable directly within assess.one after publishing. Organisations can add gates, insert additional approvers such as legal or compliance, or adjust notification rules to match internal governance policies.

What happens when a campaign is rejected at the budget approval gate?

The workflow automatically sets the status to 'Changes Requested', notifies the owner with the reason, and returns the campaign for revision before it can re-enter the budget approval queue. This ensures no campaign advances past a rejected gate without explicit resolution and resubmission.

How long does it take to implement this workflow?

This workflow is ready to use as a template and can be published live in minutes—there is no lengthy implementation project. Once published, the marketing team can begin submitting campaigns immediately, with approvers acting on live records from the outset.

Who needs access to this workflow within our organisation?

Access should be extended to campaign owners in marketing, marketing plan reviewers, budget approvers in finance, and brand/creative reviewers responsible for creative compliance. Each role is configured with appropriate permissions in assess.one so users only see and act on steps relevant to their function.

Are there compliance considerations for how approvals are sequenced?

Yes, the workflow enforces a strict sequence—marketing review, then budget approval, then brand check—so no campaign can bypass a required gate. This sequential gating supports internal control requirements and provides assurance to auditors that spend and brand risk are reviewed before any campaign launches.

Can the workflow scale across multiple business units or regions?

Yes, additional approval branches, regional reviewers, or business-unit-specific routing logic can be configured within assess.one without rebuilding the workflow from scratch. This allows larger organisations to maintain a consistent governance framework while accommodating local approval structures.