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Raunak_Challani
Raunak_Challani
Level 2
July 19, 2018
Question

Approval Based Campaigns to see content

  • July 19, 2018
  • 1 reply
  • 3404 views

Hello,

I want to create a program where the content is visible to the lead after he gets approval of seeing the content.

eg: If a lead fills a form on LP and then the request goes to the approver to approve/reject to lead to access the content. If he approve, by filling the form(via LP), the lead should receive the content in a email to access it.

The problem here i'm facing is that when the approver receives the link of the LP to approve the lead, his email id pops up in the form due to the cookies and not that of the lead. Is there a way we can do this without manually adding the leads email id.

Or there is a better way to set up an approval based campaign?

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1 reply

Priyank_Joshi3
Priyank_Joshi3
Level 5
July 19, 2018

Hi Raunak,

Option 1: You can put a JavaScript on your forms if there are certain email domains that you would NOT want your content to be visible. Say competitor email domains, or generic email domains say gmail, yahoo etc...

Option 2: If you would want someone from your team to approve the lead before he/she can receive the content, here's my approach -

1) Create an alert email so that campaign approver receives notification of list of leads which he needs to review/approve.

2) Create channel with status - Member, Pending Approval, Approved, Rejected.

3) Create Trigger Campaign: Smart List - Fills out from is XYZ

Flow Step: 1) Change program status > "Pending Approval" 2) Send Alert Email to campaign approver

Now your campaign approver can manually select list of leads and change their program status to Approved/Rejected from Program Member's tab.

4) Trigger Campaign: Smart List: Program Status changes > "Approved"

Flow Step: Send email with link to content.

Hope this helps!

Thanks!

Priyank

    Raunak_Challani
    Raunak_ChallaniAuthor
    Level 2
    July 19, 2018

    In my setup, the approver doesn't have access to marketo, he is an external user. Any other way to make this run?

    Priyank_Joshi3
    Priyank_Joshi3
    Level 5
    July 20, 2018

    If you have MSI feature enabled and your approver has access to it, you can use Add to Marketo Campaign button and add leads to it, you'd need to update your trigger campaign with Trigger "Campaign is Requested".

    Hope that works!

    Thanks!

    Priyank

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