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Promotion Approvals

How to create approvals, how they work, and how to approve events

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Written by Brandon Gatti
Updated over 2 weeks ago

How to Create a Promotion Approval

  1. On left hand nav, select Approvals within Automation Tools

  2. Select "+ New Approval"

  3. Name the Workflow and select Promotion for Approval Type

  4. Select Created for the rule trigger

  5. Configure your condition for the approval to apply:

    • Total Dollar Amount (e.g., over $1000)

    • Promotion type (e.g., Retailer - Ads)

    *Note that users can configure multiple conditions

  6. Add the Approver

  7. Select Create

How Promotion Approvals Work

When an approval is created, the approval will apply to all future promotion events that satisfy the approval conditions, and promotions will be tagged as "Pending" until approved. Note that the forecasted lift volume will still flow into the forecast, so as not to inhibit the sales teams' workflow. Similarly, if the approver were to reject the promotion during their review process, the promotion must be deleted (guide here) to remove that forecasted volume from the forecast. Simply rejecting the promotion will not delete the event.

Ultimately, the intention of promotion approvals is to ensure the sales team and their manager(s) are aligned to the trade calendar and forecasted spend across planning groups / customers.

Approving Promotions

Depending on your role, approvals will show up a few different places - the home page, by filtering on the Trade Calendar list view / calendar views, and on the Trade Calendar - Board View (recommended view for approving).

Home page:

Board View:


To approve promotions from the Board View:

  1. Select Review

  2. Approve, Reject, or Reassign approval; optionally, add a comment with important notes or questions and tag the sales team member responsible

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