Client approval and submitting for review

Campaigns an agency creates in a client's account go to the client for approval before they are submitted to ReceiptRoller's review. Once the client approves, the campaign is submitted for review.

What the agency does

• Prepare the campaign, ad units and ads, and complete the items under Ready for review
• Press Send to client for approval. The status changes to Awaiting client, and the client receives the request by email
• While it is awaiting the client, you can't change the campaign

What the client does

• Check the content on the campaign screen
• Press Approve and submit for review to submit it to ReceiptRoller's review
• If something needs fixing, press Send back to the agency. You can add a reason (optional). The campaign goes back to draft

Only members of the client's account can approve or send back. Agency staff can't.

Record of steps

Requests, approvals and send-backs are recorded under Agency and client steps on the campaign screen.

After review

Once the campaign passes review, agency staff can also pause, resume and end delivery.

Related help

• Creating a Campaign and Submitting It for Review
• Review and Delivery