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Send process for Authors and Editors

Author and Editor permission levels are available only to users  with Emma Plus and Emma HQ accounts. The following resource is for Emma Plus accounts. Learn more about Emma HQ send process.

Users with Author and Editor permission levels can create campaigns but cannot send them; instead, they submit them for review to a user with a permission level that allows them to send campaigns (Full and Administrator). Also, Authors and Editors cannot create content split tests or subject line split tests.


Submitting campaigns for review as an Author or Editor


When an Author or Editor is in the editor, the Review & Send button instead appears simply as Review.


Clicking Review takes you here:


Unlike the Review and Send process, there are no options to add recipients or switch to a subject-line split test.


The Send or Schedule options have been replaced by the Finish button. Clicking it brings up this:


The dropdown includes a list of all members that have Full or Administrator access.


Authors and Editors can add a note in the Note field, marking it as high priority if necessary, then click Submit.


Clicking Submit will notify the selected reviewer that a mailing is ready to be sent.


Reviewing campaigns submitted by Authors and Editors


Once an Author or Editor has submitted a campaign for review, the selected reviewer will receive an email that looks like this:

If any notes were added by the author/editor, they'll also appear in this email. The subject line of the email displays as A mailing is ready for your review! unless the high priority option was marked, in which case it reads as HIGH PRIORITY: A mailing is ready for your review!


Clicking on the link in the above mailing will take you to the standard Review and Send page, where you can add recipients, change to a split test (if desired), and send or schedule the mailing. The campaign will be listed in the Unsent tab of the Campaigns page until a manager or owner chooses to send the campaign.

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