Applies to: All
Overview
Endear has three role types with different campaign permissions. Here's what you need to know:
Users
Front-line team members who create campaigns for their assigned teams
Must be assigned to at least one team to build campaigns
Can view and edit campaigns for teams they're assigned to
Managers
Team leaders with oversight across campaigns for teams they manage
Must be assigned to at least one team
May approve campaigns depending on organization settings
Admins
Full access to all campaign features across all teams
Do not need team assignments to work with campaigns
Configure approval settings and manage campaign permissions
Building Campaigns
Every role type can access the campaign builder to work with:
Campaign templates and recipes
Message content and personalization
Audience filtering and segmentation
Campaign scheduling
Duplicate existing campaigns to use as templates for new campaigns
Campaign building permissions vary by role in the following ways:
Users can create campaigns only for their assigned teams and must have at least one team assignment.
Managers can create campaigns for any team they manage and must also have at least one team assignment.
Admins can create campaigns for any team across the organization without requiring team assignment. Admins can also create campaign recipes from existing campaigns for reuse.
Launching Campaigns
Who can launch campaigns depends on your brand's settings which admins configure in Campaign Settings.
Campaigns may require approval when:
Campaign recipient limits exceed configured thresholds
Campaign settings differ from brand defaults
Campaign subscription or suppression rules have been modified
Example message when a campaign requires approval
Pre-Launch Requirements
Before anyone can launch a campaign, these elements must be complete:
Campaign message content is finalized
At least one sender option is configured
Audience is defined with recipients
All campaign variations are ready to send (if applicable)
Required fields are populated (like email subject lines)
Campaign has approval (if required)
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