Advanced Approvals for Automated Ads

Updated 

3 months ago

Introduction

Automated Ads Advanced Approvals are designed for Automated Campaigns. Automated Campaigns manage numerous campaign. Sometimes up to thousands of ads under a single automated campaign. This feature provides a quick method for reviewing and approving entities while publishing and editing them using an automated campaign.

Automated Ads Advanced Approval is a dual-layer approval system for automated campaigns and ad creatives. It offers customizable configurations, allowing users to choose between ad-level, shell-level, or a combination of both approvals. The process is independent for each layer: first the shell (Automated Campaign Form) is approved, followed by the creatives.

Action

Permissions Required

View Shell

  1. Automated Campaigns: View

  2. Automated Campaigns: Automated Ads View Shell Approval

  3. Creative Library: View

  4. Ad Composer: View

Approve Shell

  1. Automated Campaigns: View

  2. Automated Campaigns: Automated Ads View Shell Approval

  3. Automated Campaigns: Automated Ads Shell Approval

  4. Creative Library: View

  5. Ad Composer: View

View Creative Approval

  1. Automated Campaigns: View

  2. Automated Campaigns: Automated Ads View Creative Approval

  3. Creative Library: View

  4. Ad Composer: View

Approve Creatives

  1. Automated Campaigns: View

  2. Automated Campaigns: Automated Ads View Creative Approval

  3. Automated Campaigns: Automated Ads Creative Approval

  4. Creative Library: View

  5. Ad Composer: View

Send a Campaign for Approval

  1. Automated Campaigns: View

  2. Automated Campaigns: Create

  3. Creative Library: View

  4. Ad Composer: View

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We will now take a deeper look at how to configure approvals for the shell and the creatives. Beggining from where are the settings for configuring approvals located.

Approval Settings

Approval settings for Automated Ads are located on the Feed Details Screen of an Automated Campaign. Shell Approval or Creative Approval can be turned on by using the respective toggle switches.

Note:

  1. Approval Settings for an Automated Campaign can not be changed after publishing

  2. Only one User can be set as a Shell Approver for an Automated Campaign

  3. Only one User can be set as a Creatives Approver for an Automated Campaign

Shell Approval

Introduction

The shell is the automated campaign form constituted from all the settings in the various screens ranging from Feed Details to Optmization screen.

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When only the Shell Approval Setting is enabled. Then the Shell Approval Flow is activated and after approval of the shell the PI, Ad Sets and Ad Variants are published.

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Approval settings

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  • Approval Type: Fixed as approval user type

  • Approval User: The user responsible for approving the Shell.

  • Publish as active once approved: Determines the status of the Paid Inititatives and Ad Set on Publishing

  • Send to Approval after every change: After every change to the shell it is sent back to approval if checked

  • Pause Automated Campaign till new changes are not approved: If there is a shell with pending changes for approval then the current automated campaign will be paused

Note:

  • A change for the shell is defined by a change made to the Automated Campaign Form (Shell). Changes made to the feed are not included.

  • Approval settings override status changes dictated by the Feed Ad Status Column.

  • Currently Number of approvers for the shell are limited to a single user

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On enabling shell approval. The option on the review screen changes from "Publish Automated Campaign" to "Send for Approval". The Shell is sent ton approval by clicking in this button.

  1. Access Approval Screen: The Shell Approval screen can be accessed from the modal of the Automated Campaign in the Automated Campaigns Screen. The "View Shell Approval" button redirects to the Approval Screen.

  2. Review & Approve the Shell: The Campaign Shell will open up. It will be non editable. The shell sent for approval can be reviewed and approved on by the the "Approve" and "Reject" buttons on the bottom right of the review screen.

  1. An optional comment can be added on approving or rejecting a shell

  2. Collaboration Log Access: Users can access the comment log on the top right corner by clicking on the Message Icon.

  3. Collaboration log Features:

    1. Multiple users can collaborate in this section

    2. Users can tag other users

    3. Media and files can also be shares

    4. All comments are contained in the third pane

  1. Approving:

    1. If only Shell Approval is Configured: All entities will be published

    2. If Shell and Creatives are configured: The Paid Initiatives and the Ad Sets will publish and the creatives will go into approval.

  2. Rejecting:

    1. No entities will be published

    2. The shell sent for approval will remain accessible on the Shell Approval Screen. Without the Approval buttons and with the comment log accessible.

    3. The campaign shell can be edited and sent for approval again

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​Creative Approval

Introduction

When only Creative Approval is configured. The Ad Sets and PI publish directly without passing through any form of approval. After this the creative approval flow is trigerred post completion of which the Ad Variants contatining the Creatives are published.

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Approval settings

  • Approval Type: Fixed as approval user type

  • Approval User: The user responsible for approving the creatives.

  • Publish as active once approved: If unchecked then ads will be published is paused

  • Send for approval when

    • Every time an Ad is Created / Edited: Ads will be sent to approval when created or whenever edited

    • Only once when a new Ad is created: Ads will only be sent to approval when created once

  • Pause ads till new changes are not approved: If there are changes made to a creative used in the automated campaign then its corresponding ad will be paused until the changes have been approved.

Note:

  • An edit for the Ad is defined by a change made to the Ad creative fields. Other fields such as cutom tags do not come under ths.

  • Currently Number of approvers for the creatives are limited to a single user

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Sending creatives to approval is requires you to ensure that the toggle for "Enable Creative Level Approval" is on. Clicking on publish automated campaign will automatically send creatives for approval.

How to approve Creatives:

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  1. Acess Approval Screen: From the three dot menu select View Creatives Approval

  2. Approve/Reject Creatives: Creatives can be approved or rejected in bulk or Individually via the dashboard

There is a collaboration section at creative level. This is accessible by the collaboration icon on the header

Clicking on the icon will open the collaboration section which can be used to communicate between team members

Both Shell and Creative Approval Enabled:

As a rule of thumb the shell is always approved before the creatives are approved.

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  1. Initial Action: The Shell Approval Flow is triggered.

  2. Intermediate Step: Upon Shell approval, Paid Initiatives and Ad Sets are published.

  3. Following Step: Subsequently, the Creative Approval Flow is triggered.

  4. Final Outcome: Upon Creative approval, Creatives are published.

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