Test, schedule, and approve a campaign

What “approval” means in WRKZY

The campaign builder provides a final launch review and confirmation. Your organization may require an additional reviewer or approval policy, but do not claim that a separate approval occurred unless it is recorded in your operating process. The person confirming launch remains responsible for the snapshot shown.

Run a representative test

For email, use Send test to authorized internal recipients and inspect the actual delivered message. For WhatsApp, render and test the approved template with representative variables and required media through the allowed test path.

Test at least:

• a typical complete contact;
• a contact missing an optional personalization value;
• the longest expected name, amount, or link;
• every button and tracked destination;
• mobile layout and the reply route.

Complete final review

1. Confirm workspace, campaign name, accountable owner, and primary outcome.
2. Verify sender connection and channel identity.
3. Review selected, sendable, excluded, skipped, suppressed, unsubscribed, invalid, duplicate, and pressure-paused counts.
4. Compare the final content and variables with the approved test.
5. Confirm unsubscribe or WhatsApp template requirements.
6. Choose Send now or a future schedule.
7. Record who will watch early failures and who will own replies.

Schedule deliberately

The schedule control uses the displayed local or browser timezone and stores an absolute campaign time. Verify date, time, timezone, audience location, and staff availability for replies. A schedule must be in the future.

For email, editing the schedule keeps the approved audience and recipient snapshot; cancelling returns the campaign to Draft while preserving that snapshot. Re-review if timing or audience conditions make the earlier decision stale.

Prevent double launch

After confirmation, wait for the campaign status to change. Do not click Send again because the page is slow or a summary has not refreshed. Check Draft, Scheduled, Sending, Sent, Failed, or Issues in Campaigns and inspect send evidence.

Recovery

Cancel a schedule before its launch time when the message should not proceed. Once sending starts, use the campaign status and recipient log rather than attempting a second campaign. Retry only failed recipients through the supported action after the root cause is understood; do not resend to successful recipients.