In this module you’ll learn how to manage approval sequences in CMS SaaS to ensure a structured content review process before publication. Discover how to configure and customize approval workflows to fit your organization's needs and assign roles and permissions to streamline the review process. Additionally, you'll gain insights into tracking the approval history to maintain transparency and accountability throughout the content lifecycle. ​

After completing this module, you should be able to:​​

• Describe how approval sequences facilitate content review in CMS SaaS​

• Set up an approval sequence for both single language and multi language applications​

• Edit, approve, cancel or delete approval sequences as needed​

• Explain how to work with content approvals and change approvals in CMS SaaS​

How do I benefit from approval sequences?

Approval sequences ensure that every piece of content be it new or updated goes through a structured review process, reducing errors and maintaining compliance before publication. It also streamlines collaboration by allowing teams to track, approve, reject or manage content revisions efficiently.​

Here's how approval sequences benefit different roles:​

• Content Creators: Approval sequences help content creators ensure their work aligns with brand guidelines and quality standards before it is published. It also provides clarity on the approval workflow, allowing them to refine content based on reviewers’ feedback.​

• Digital Marketers: With approval sequences in place, digital marketers can ensure all marketing materials are consistent with the overall campaign strategy and messaging before they go live. It also allows marketers to incorporate feedback from different departments, optimizing content for enhanced engagement.​

Configure approval sequences

Approval sequence is a key feature in CMS SaaS that streamlines the content review process. It allows you to establish a clear workflow where content passes through designated reviewers, each providing crucial feedback and approval at different stages. Configuring an approval sequence not only boosts efficiency but also reduces the risk of errors, ultimately resulting in more polished and professional content that aligns seamlessly with your brand's voice and strategic objectives.​

Read the article below to learn how to set up and configure approval sequences in CMS SaaS.​​​

Content approvals

In CMS SaaS, content approvals involve a process where content is reviewed by designated stakeholders to ensure it meets quality, branding, and compliance standards before publication. ​

For example, a company is launching a new website section for a seasonal campaign. The content team must ensure that landing pages, product descriptions, and promotional graphics are reviewed and approved by stakeholders like the brand manager, legal advisor and marketing manager to maintain branding consistency, legal compliance, and alignment with marketing objectives before public release.​

Read the following article to gain insights into managing content workflows, including sequences and reviewers, handling approvals on assets across multiple languages, managing rejections, notifications, and tasks, and the processes for approving, declining, or canceling approval sequences.​​

Change approvals

Change approvals ensure that any modifications to the CMS SaaS are thoroughly reviewed by stakeholders to avoid disruptions. While content approvals act on page content, change approvals act on things like moving pages, blocks, or media in the structure, or changes to the language settings, access rights, or expiration dates. Change approvals inherit the approval sequence from content approval, meaning that the reviewers who approve content also approve changes to settings. This add-on feature helps maintain system stability and aligns changes with organizational goals.​

For example, the marketing team wants to adjust access rights across the CMS platform to allow external partners to review certain content. This requires the IT and security teams to review and approve the changes to ensure that security protocols are upheld and that external users are granted the appropriate access levels without risking sensitive information.​

Read the following article to learn more about change approvals.​​