Campaign Planning

The Campaign Approval Workflow That Scales With Your Team

Michael Moreno · February 15, 2025 · 7 min read

Why Approval Workflows Break

Most marketing teams start with informal approvals—Slack messages, email threads, or quick verbal sign-offs. This works until it doesn't.

Signs Your Approval Process Is Breaking

  • Campaigns launch without required approvals
  • Stakeholders complain they weren't consulted
  • Legal or compliance issues slip through
  • Campaign quality varies wildly
  • Team members don't know who needs to approve what

Designing a Scalable Approval Workflow

A good approval workflow balances speed with quality control.

1. Define Approval Gates

Identify the key stages where approval is required:

  • Brief approval — Is this campaign worth pursuing?
  • Creative approval — Do assets meet brand standards?
  • Budget approval — Is spend authorized?
  • Launch approval — Is everything ready to go live?

2. Assign Clear Approvers

Map each gate to specific roles:

  • Campaign Manager — Owns day-to-day execution
  • Marketing Director — Approves strategy and budget
  • Brand/Creative Lead — Approves creative assets
  • Legal/Compliance — Approves regulated content (if applicable)

3. Set SLAs

Define how long approvers have to respond:

  • Standard campaigns: 48 hours per gate
  • Urgent campaigns: 24 hours per gate
  • Emergency campaigns: 4 hours (with escalation)

4. Automate Notifications

Use tools that automatically notify approvers and escalate when SLAs are missed.

Implementing in CampaignAgent

CampaignAgent includes built-in approval workflows with configurable gates, automatic notifications, and SLA tracking—so you can maintain governance without slowing down your team.

See approval workflows in action →

MM

Michael Moreno

Founder & CEO of CampaignAgent. 15 years of B2B GTM experience across Intel, Cloudflare, Cloudera, Exabeam, SADA, and Procore.

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