Advanced Approvals for Offers

After finalizing an offer and its treatment, the marketing team initiates a review and approval cycle that typically spans multiple departments. This includes teams such as marketing, finance, content, compliance, and legal to ensure regulatory adherence and quality. The review process can also include collaboration with external agencies. To accelerate approval process setup, Offer Management provides a set of preconfigured flow templates. Admins can clone these templates and customize the flow logic to mirror the company’s offer approval stages. To trigger the approval process, the admin can configure a simple automation.

• Approval Flows for Offers
  The flow templates for offer approval are designed to manage the end-to-end offer review and approval process across departments. The flow templates mimic the approval lifecycle that most companies align with. Admins can customize the flows based on the company's unique review process and requirements.
• Ways to Inform Approvers About Offers Pending Review
  The Offers Console tab of the Promotions & Offers app provides users an option to manage offer approvals. On the Approvals page, approvers can view offers pending their review and submitters can view the approval status of their offers. You can also embed Lightning App Builder components on pages that approvers visit frequently to inform them about offers that are in their queue.