Skip to Content
author's profile photo Former Member
Former Member

Marketing Plan Approval Process

Hi,

We have a scenario, where in we have to get Marketing plan approved.

Whenever the status of Mplan is Planned (user status) , it should go to Approver ,so that he can approve the Marketing plan.and a mail should get triggered to notify the Planner about the Approval.

How do we achieve the same.

I was unable to assign action profile to Marketing Plan.

Kindly suggest..

Sanjana

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Dec 10, 2008 at 02:11 PM

    Hi Sanjana,

    We can assign the Action profile in MKT planner in Easy acess.

    Regards,

    Pavan Reddy.

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Dec 11, 2008 at 09:22 AM

    Hi Sanjana,

    It is not possible to assign an action profile to a marketing plan.But you can make use of a workflow.

    as mentioned in ur scenario you can actually use a workflow to trigger the approval process when status is planned and then to inform the creator that plan has got approved.

    To create a workflow for marketing plan you can take hints from standard campaign approval workflow WS10001004

    Regards

    Itty

    Add a comment
    10|10000 characters needed characters exceeded

    • Former Member

      Sanjana

      Your requirement should be fullfilled by workflow . In our scenario we created a background jobs where system picks all the events based on pricing date and sends to approvals .

      Appoval program checks the Territory management who are assigned as Account Plan Approvers , in the variant of the program we given the list of user id's for whom the email needs to go .

      Thanks

      Pooja

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.