Maker & Checker

Overview

To ensure that the right broadcast content goes to contacts, the Maker-Checker system helps to check the content before sending it actually. Two roles – Maker and Checker, are defined pertaining to email and SMS broadcasts.

Maker creates all broadcasts and sends them to the Checker for approval before publishing it to the contacts. Checker has the rights to approve or reject the broadcast. This way, sanity of broadcast content and related details can be verified.

User Management

The Admin of the panel needs to create the Maker and Checker roles from the Admin module.

To create a Maker or a Checker, go to Admin > User Management > Sub Admin > Create User. Select the user type as Maker or Checker.
Once the admin selects type (maker/checker), Access rights will be assigned to them by default.
Admin can also self-define the access details for maker checker by clicking Access Details tab.

Action

Maker

Checker

Admin

Template Create/Upload/Edit

Yes

No

Yes

Campaign create

Yes

No

Yes

Campaign Update

Yes

No

Yes

Campaign Delete

Yes

No

Yes

Campaign Copy

Yes

No

Yes

Campaign View

Yes

Yes

Yes

Campaign Publish

Yes

No

Yes

Upload Contact

Yes

No

Yes

View Contacts

Yes

No

Yes

Download Contacts

Yes

No

Yes

Report View

Yes

Yes

Yes

Report Download

Yes

Yes

Yes

Campaign Management

Maker Checker is be applicable for email broadcasts.

  1. Quick Campaign (Email/SMS)
  2. Split A/B campaign(Email)
  3. Dynamic campaign(Email)
  4. Birthday campaign(Email)
  5. Follow ups (Email)

Creating Campaign
Maker role creates the campaign and sends for approval to the Checker role.
Checker receives the email notification & approves or rejects (reject with reasons) accordingly.

👍

In case of any queries, please contact [email protected]


Did this page help you?