Event Marketing Workflow

How is this workflow audited?

Every status change—from Planning through In Review, Revision Requested, Live, and Completed—is recorded within assess.one, creating a timestamped history of who took each action. Approval and rejection decisions on creative assets are logged alongside reviewer identity, supporting audit trails for marketing governance and budget accountability. This history can be reviewed at any time without relying on email threads or external documentation.

Who has access to the event promotion workflow?

Access is configured by role directly within assess.one, typically distinguishing the event owner, marketing preparers, approvers, and sales team members who receive qualified leads. Permissions can be scoped so that only designated approvers see and act on asset approval requests, while sales only accesses qualified lead assignments. Administrators retain oversight to adjust role access as team structures change.

How does this integrate with email and Slack notifications?

Notification channels such as email and Slack are configured inside assess.one, so the owner is automatically alerted at promotion launch and again when the post-event results summary is due. These integrations are set up through the platform's built-in configuration rather than external development work. Notification recipients and triggers can be adjusted as approval or launch requirements evolve.

Can the approval logic for creative assets be customised?

Yes, the approval routing, approver roles, and rejection-to-revision path can be customised directly within assess.one to reflect an organisation's specific sign-off requirements. Teams can add additional review stages, change who is notified on rejection, or adjust how revised assets are resubmitted. These changes are made through the platform's workflow configuration, not through a separate development project.

What happens when creative assets are rejected?

When assets are rejected during the approval step, the workflow routes the record to a Revision Requested status and notifies the owner to revise the assets. Marketing then restarts asset preparation and resubmits for approval, with the cycle repeating until approval is granted. This structured loop helps maintain consistent quality control before any promotion goes live across channels.

How are qualified leads routed to sales?

As registrations are captured during the live promotion, each lead is evaluated against qualification criteria within the workflow. Leads meeting the criteria are automatically assigned to sales for follow-up, while unqualified leads follow a separate path. This routing logic can be adjusted to reflect changing qualification thresholds or sales team structures.

How long does it take to implement this workflow?

The template is ready to use and can be published in minutes rather than requiring a lengthy implementation project. Once published, the marketing and event teams can begin running live event promotions immediately, with steps, roles, and notifications already configured. Further adjustments to approval logic or channel routing can be made directly in the platform as needed.

What compliance considerations apply to the results summary step?

After the event concludes, the workflow creates a results summary task and notifies the owner when it is due, supporting consistent post-event reporting practices. This structured checkpoint helps organisations maintain a documented record of campaign performance for internal review or compliance purposes. The summary requirement can be configured to include specific fields or approval steps if additional governance is needed.

Can this workflow scale across multiple concurrent event campaigns?

Yes, each event promotion is managed as its own record within assess.one, allowing marketing teams to run multiple campaigns in parallel without losing visibility into individual status, approvals, or lead assignments. Role-based access and notification settings apply consistently across records, supporting governance as campaign volume grows. This structure is designed to scale with organisational needs rather than requiring separate systems per campaign.