Bulk Approving and Editing is a great way to make larger changes to your items or get more items approved at once.

Both workflows are very similar! Let's get started with Approving Items.

Note: Only Admins are able to approve and edit items


Approving

Select 'Actions' > 'Bulk Approve Items' or hover over the item and select the checkmark.

When all items are selected (green checkmark), select 'Approve' at the bottom of the page. You can also cancel the bulk approve workflow.

A confirmation box will appear that has various features and options.

  • Items selected - a list of the items you have selected

  • Enable or Draft - set items to active or approve as a draft for further editing

  • Teams - designate which teams can send these approved items

  • Map to External Campaign - map to a Salesforce Campaign

Once you have confirmed these options select 'Approve Items'. Your items will now show in My Items for you and Managers/Users on the teams you specified.


Editing

In My Items, select 'Actions' > 'Bulk Edit Items' or hover over the item and select the checkmark.

When all items are selected (green checkmark), select 'Edit' at the bottom of the page. You can also cancel the bulk edit workflow.

A confirmation box will appear that has various features and options.

  • Items selected - a list of the items you have selected

  • Enable or Draft - keep items as active or revert to a draft for further editing

  • Teams - designate which teams can send these approved items

  • Map to External Campaign - map to a Salesforce Campaign

Once you have confirmed these options select 'Approve Items'. Your items will now be updated in My Items.


If you need any further support, please start a chat with us or reach out to [email protected]

Did this answer your question?