Request review and approval
Ready to invite your coworkers to review an asset or experience that you created? You can invite stakeholders to contribute feedback on a draft of your content with the eventual goal of approval. Only designated approvers can approve content, but all reviewers can add and access review comments.
If you have created an asset or experience, you can ask others in your organization’s approval chain to review and comment on your work. Although any GenStudio for Performance Marketing organization member can review a draft, only designated approvers can comment on or approve a draft.
Launch an approval request
After you generate an asset or experience, you can request its review and approval.
To request a review:
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Click the Send for approval button on the top menu bar of the Canvas.
The Send for approval pop-up opens and identifies the draft for which you are requesting a review. If you generate multiple variants, the entire Canvas is sent for review.
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(Optional) Select the Title field to change the draft title if needed. Draft titles should be descriptive, informative, and focus on the review objective.
Changing the title here also changes the underlying draft experience title.
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Select approvers and reviewers. As you begin typing, the Approver field auto-completes the approver user name from the list of users with GenStudio for Performance Marketing view and approve permissions.
The Send button is enabled after you have entered at least one approver name.
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(Optional) Use comments to communicate additional context about the assets under review and call attention to specific details and callouts. Use
@mentionsto tag collaborators and notify them of specific feedback. -
Click Send.
In-product and email notifications alert each designated approver that they have content to review.
Approval panel
The Approval panel provides current status information about the review workflow as soon as you launch an approval request. From this panel, you can:
- Add or remove review participants.
- Add or change a message for reviewers.
- Edit the review title.
- Change the optional due date.
If the Workfront Proof integration is enabled, this panel shows the status of each approval stage in multistage workflows. To view comments, click View comments in Workfront to open them in the Proofing Viewer.
Launch an approval request with Workfront Proof
Workfront Proof provides content editors with two primary options for initiating a review:
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Manual invitations: Invite individual approvers and reviewers directly to participate in the proofing process. This method offers flexibility when working on one-off reviews.
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Proof approval templates: Use predefined templates that include a set list of reviewers and, optionally, structured approval stages. These templates are created and managed by your Workfront Proof administrator within a designated Workfront project. Templates help standardize the review process and ensure consistency across teams and content types.
To launch a review cycle by manually inviting participants:
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Click Request approval from the Canvas.
The Request approval popup opens.
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(Optional) Add a title for your review request in the Title field.
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Select Invite people.
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Enter either participant user name or email address in the Add names or emails field.
Organization member names pop up as options as you enter text.
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Select a participant name, then select their role: approver or reviewer. By default, participants are assigned the approver role.
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(Optional) Under Settings, assign a due date for a review decision. This date is not enforced, but reminds reviewers of the expected time frame.
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(Optional) Add an informative message that provides context for reviewers.
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Click Send when you are ready to launch the approval request.
All review participants are notified by email that they have been assigned a review task.
To launch a review using an approval template:
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Click Request approval from the Canvas.
The Request approval popup opens.
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(Optional) Add a title for your review request in the Title field.
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Select a Workfront Proof project from the Project drop-down menu.
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Select a template from the Use template drop-down menu.
The Request approval popup opens, displaying pre-determined participants and review stages. Workfront Proof administrators create approval templates and assign them to Workfront projects. The project you select determines both your template options and the fields displayed in the Request approval popup.
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(Optional) You can edit the template for use in this particular approval workflow.
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(Optional) Under Settings, assign a due date for a review decision. This date is not enforced, but reminds reviewers of the expected time frame.
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(Optional) Add an informative message that provides context for reviewers. Use
@mentionsto tag collaborators and notify them of specific feedback. -
Click Send when you are ready to launch the approval request.
Access review comments
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Click View comments in Workfront.
Proofing Viewer displays the proof with all comments listed to the right of the proof content. If there are multiple comments, you can navigate the list by clicking the navigation arrows at the top right. Click a comment to navigate to the relevant section of the proof.
Request new approval
Review-and-approval cycles are iterative. Reviewers suggest changes, and content creators revise based on feedback. Reviewers may then request another review before the content moves to final approval and sign-off.
To request a new approval:
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Click the Request new approval button on the upper right of the Canvas.
The Request new approval popup opens, displaying the same fields as the Request approval popup. The status of each stage is displayed (pending or not yet started).
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(Optional) Invite new reviewers or delete currently assigned ones.
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(Optional) Under Settings, edit the due date or add a message.
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Click Send.
In-product and email notifications alert each designated approver that they have content to review.