How to Review a Campaign

Because there can be multiple Communications, or emails, within a Campaign, each individual Communication and Reminder is reviewed on its own. Each Communication and Reminder will have its own entry on the Communications tab in Portal Uploads. 

Steps

1. In the left navigation pane, click ‘Portal Uploads’.
2. Click the ‘Communications’ tab at the top.
3. To find all Communications that have a Pending Review status, click ‘Advanced Filters’ at the top, then select ‘Pending Review’ in the ‘Communication status’ dropdown menu.
4. Scroll or search to find the Communication in need of review and click the Communication name. The Preview page will open.
5. To view recipients, click ‘[#] Recipients’ at the top.
6. To view the attachments, click on the attachment link.
7. To preview the email in an inbox, click ‘Actions’, then ‘Send Test Message’ and enter the desired email address.
   1. One sample email will be sent to the designated address. 
8. To reject the Communication, click ‘Reject’.
   1. Add a reject reason and click ‘Confirm’.
   2. The preparer will be notified.
9. To send the Communication, click ‘Approve’.
10. To send the Communication immediately, leave the toggle selecting ‘Now’ and click ‘Confirm’. The emails will be sent as soon as ‘Confirm’ is clicked.
11. To send the emails on a later date, click ‘Later’.
    1. Click the date entry and select a date from the calendar overlay.
    2. Click ‘OK’.
    3. Click ‘Confirm’.
    4. The emails will be sent on the specified date at 9:00AM EST.
12. To view the Campaign details, navigate to the Document Package Details page and find the Campaign section. The basic details of the Campaign will be listed and the full details can be viewed by clicking ‘View/Edit Campaign’.