Campaign approvals

Approval workflows add a review step before campaigns go live — useful for teams where brand, compliance, or budget sign-off is required.

How it works

When approvals are enabled:

A team member creates a campaign and hits Submit for approval (instead of “Send”)
The campaign enters the approval queue visible to designated approvers
An approver reviews the campaign — audience, content, channel, schedule — and either approves or requests changes
On approval, the campaign proceeds to its scheduled send time (or sends immediately if “Send now” was selected)
If changes are requested, the creator revises and resubmits

Two approval modes

Active Reach supports two approval experiences depending on your workspace mode:

SMB mode (carousel)

A card-based interface where the approver sees one campaign at a time:

Swipe through pending campaigns
Quick Approve or Reject actions
“Ask why” button for context from the creator

Best for: small teams with 1-2 approvers and low campaign volume.

Advanced mode (queue)

A full-featured approval dashboard:

Table view of all pending, approved, and rejected campaigns
Confidence scores and guardrail flags
Defer 24h option for campaigns that need more review time
Batch approve/reject for high-volume teams

Best for: agencies, enterprise teams, and high-volume operations.

Setting up approvals

Go to Settings → Team → Roles & Permissions
Create or edit a role with the campaigns.approve permission
Assign the role to team members who should review campaigns

Once at least one team member has the approval permission, the campaign builder shows “Submit for approval” instead of “Send.”

Approval in the agent queue

If your workspace uses Actii (the AI agent), campaign proposals from the agent also flow through the same approval queue. The agent generates the campaign — audience, content, timing — and a human approver reviews before it sends.