Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/FieldReview.htm

## Using Field Review for Campaign Manager Emails

Marketing Users can enable Field Review for Field Emails, giving end users the ability to approve or reject scheduled Field Emails sent from Campaign Manager. This gives end users, who hold the primary relationship with the accounts receiving the email, better control over what is sent to their assigned accounts.

**Who can use this feature?**

* Marketing User - Browser
* [Enabling Field Review for a Campaign](#Enabling)
* [Monitoring End User Field Review](#Monitori)
* End User - iPad, iPhone
* [Reviewing Field Emails](#Reviewin)
* Users require Campaign Manager and Approved Email licenses

### Configuring Field Review for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

To configure this feature, ensure [Using Campaign Manager to Send Field Emails](FieldEmails.htm) is configured.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Using Campaign Manager to Send Field Emails](FieldEmails.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | R | campaign\_manager\_template\_\_v | n/a | n/a |
   | approved\_email\_settings\_\_v | R | n/a | enable\_needs\_approval\_\_v | Read |
   | sent\_email\_\_v | RE | * cm\_field\_email\_\_v * cm\_hq\_email\_\_v | * sent\_email\_status\_\_v * field\_review\_outcome\_\_v * reviewer\_\_v * review\_datetime\_\_v | Edit |
6. Navigate to **Admin > Configuration > Objects > approved\_email\_settings\_\_v > Layouts**.
7. Add the **enable\_needs\_approval\_\_v** field to the appropriate layouts.
8. Navigate to **Business Admin > Objects > Approved Email Settings**.
9. Edit the appropriate record.
10. Select the **Enable Needs Approval Folder** checkbox.

### Enabling Field Review for a Campaign as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

To enable Field Review:

1. Navigate to the appropriate campaign.
2. Navigate to the **Add Details** section.
3. Navigate to the appropriate [flow](Segments.htm#Defining2), if applicable.
4. Select the **Enable Field Review** toggle.

   ![](../../../Resources/Images/CampaignManager/FieldReview.png)

   When Field Review is enabled, the Activate Now option is disabled, meaning that the campaign cannot be activated immediately. It is recommended to schedule a campaign far enough in advance to grant end users ample time to review emails.

#### Rescheduling or Canceling Campaigns with Field Review

The following occurs if marketing users reschedule or cancel a campaign with Field Review enabled:

* Rescheduling – All previous approvals or rejections reset. End users must review all emails again. A confirmation modal warns the marketing user of this reset before the reschedule is confirmed.
* Canceling – All associated sent\_email\_\_v records are deleted. If the campaign is later rescheduled, end users must review the emails as if it were new.

### Reviewing Field Emails as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users must approve emails from campaigns with Field Review enabled in order for the emails to send to recipients. If the end user does not approve emails before the scheduled activation time, the emails expire and do not send.

To view, approve, or reject emails:

1. Navigate to the **Email** tab.
2. Select the **Needs Approval** sub-tab. A list of channel actions requiring review displays in the left pane, sorted by the scheduled send date.

   ![](../../../Resources/Images/CampaignManager/FieldReview1.png)
3. Select the appropriate channel action to preview the email. An approval banner displays at the top of the preview informing the end users of the scheduled datetime. Users must approve the emails before the scheduled datetime for the emails to send.

   ![](../../../Resources/Images/CampaignManager/FieldReview2.png)
4. Select the appropriate option from the preview banner:

   * Approve All – All emails associated with the channel action move to the Scheduled sub-tab. The emails are sent at the scheduled datetime.
   * Reject All – The emails do not send

   Users cannot approve or reject individual emails.

### Monitoring End User Field Review as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#)

Once the campaign is scheduled, marketing users can use the Field Review section to view field review metrics.

Before activation, counts of the following categories display:

* Pending Approval
* Approved
* Rejected

![](../../../Resources/Images/CampaignManager/FieldReview3.png)

After activation, counts of the following categories display:

* Approved
* Rejected
* Expired

![](../../../Resources/Images/CampaignManager/FieldReview4.png)

### Related Topics

[Using Campaign Manager to Send Field Emails](FieldEmails.htm)

[Activating Campaigns and Journeys](../Activating/ActivatingCampaign.htm)

[Email Tab](../../Multichannel/ApprovedEmail/SendAE/ApprovedEmailTab.htm)