Introduction

The Maker-Checker functionality implemented in our Customer Engagement product serves as a quality control mechanism for campaign creation. It operates on a two-role system: the Maker, responsible for crafting campaigns, and the Checker, tasked with reviewing and approving them. This workflow guarantees that campaign content undergoes rigorous examination before dissemination, minimizing errors and upholding communication standards. This functionality can be utilized for Email, SMS, App Push, WhatsApp, and Web Push channels.

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Enable Maker-Checker

To activate Maker-Checker, contact your Netcore support executive. You can verify Maker-Checker activation by navigating to Account Configuration > Advanced Details > Maker Checker Mode.

Points to Remember

• Users are assigned either the Maker or Checker role, ensuring clear segregation of duties within the Maker-Checker workflow.
• Maker roles receive notification for approval or rejection of campaigns.
• Checker roles receive notifications for campaign submission for approval.
• Users without Maker or Checker roles can view campaigns and their statuses.

Roles and Permissions

Maker

The Maker role in the Maker-Checker feature is responsible for initiating campaigns for approval. Users assigned the Maker role have the authority to create and prepare campaigns across various channels within the CEE platform.

The key functionalities of the Maker role include:

1. Campaign Creation: Makers can create new campaigns, defining their content, targeting criteria, and scheduling details according to campaign objectives.

2. Editing Capabilities: Makers have the ability to modify campaign parameters, including content, audience segmentation, and timing, before sending them for approval.

3. Campaign Submission: Once campaigns are prepared, Makers can submit them for review and approval by assigning them to the Checker role.

4. Campaign Monitoring: Makers can track the status of their submitted campaigns, monitoring them through different stages of the approval process.

5. Campaign Duplication: Makers can duplicate existing campaigns as templates for new campaigns, streamlining the creation process for similar campaign types.

If you have the Maker account, you can send any campaigns for approval using the Send For Approval button.

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Send Campaign Editing

When a Maker edits a sent campaign, its status changes based on the Checker's action(draft/pending review/approved/rejected). Campaign metrics reflect once the approved campaign is published again.

You can see the campaigns sent for approval under the Pending review section.

Below is a table displaying the role-based permissions for the Maker account.

Checker Role

The Checker role in the Maker-Checker feature is responsible for reviewing and approving campaigns submitted by Maker. Users assigned the Checker role ensures the quality and accuracy of campaign content before it is disseminated to recipients.

The key functionalities of the Checker role include:

1. View Permissions: Checkers are granted view permissions for all modules. This allows them to access and review campaign content across various channels.

2. Approval Authority: Checkers have the authority to approve or reject campaigns and journeys based on their evaluation.

To approve or reject a campaign sent for approval by a Maker, click the Reject or Approve button. Rejecting campaigns with remarks is mandatory.

Approved campaigns are moved to the approved status, while rejected campaigns are listed under the rejected status.

Below is a table displaying the role-based permissions for the Checker account.