Understanding the Approval Functionality in Mediatool
Our approval functionality provides flexibility in managing approvals for media plans, allowing for customization at various levels—from entire plans to specific media types or individual entries.
⚠ Admin access is required to modify the approval steps.
Why and When to Use Approval
Approvals are crucial when multiple validation steps are needed before finalizing a plan. For instance, an agency might need internal approval before presenting the plan to a client for the final okay.
We provide two methods for setting up an approval workflow:
Assigned Approvers: Assign specific users to handle approvals at each level.
Conditional Approval: This setting ensures that only users who meet specified conditions can be selected as approvers.
Configuring your Approval Steps
⚠️ By default, the approval process is set to Working –> Approved. Contact your Customer Success Manager to add more complex statuses.
To manage and customize your plan approval workflow, follow these steps:
Navigate to Settings: Access your organization’s Settings dashboard.
Select 'Plan approval workflow' to enter the workflow configuration area.
Customize Workflow Steps: You can modify the names of the approval steps to better align with your organizational processes.
Add Approvers: Choose one or several approvers. Only designated approvers will be available for selection when a plan is submitted for approval. If no specific approvers are chosen, all users with access to the organization will appear as potential approvers.
Enable Resolution Comments: Toggle the switch next to 'Require resolution comments' to force users to comment when approving a plan or entry.
Conditional approval
To set up conditional approval based on various criteria such as plan types, fields, and tags, follow these steps:
Navigate to Settings: Access your organization’s Settings dashboard.
Select 'Plan approval workflow' to enter the workflow configuration area.
Access Approvers Link: Click on the blue link labeled 'Add approver' or 'Approver', depending on whether you have previously configured approvers.
Toggle the switch next to 'Use conditional approval' to activate this feature.
Assign Approvers Based on Criteria: Designate different approvers for different aspects of the plan. For example:
Assign one approver specifically for the Out Of Home media type.
Assign another approver for all media types other than Out Of Home.
Add Multiple conditions: Click the blue "Add" button to introduce new conditions for approval assignments.
Remove Conditions: If you need to delete any conditions, click on the "X" located on the right-hand side of each condition entry.
💡 You can add as many conditions as you want by clicking the blue “Add” button, and delete them just as easily by clicking on the “X” on the right-hand side.
Get Support
Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.
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