ApproveThis manages your Pinpointe Integration approvals.

When Approval Processes Meet Email Marketing

Let’s cut to the chase: nobody gets excited about approval workflows. But when your email campaigns get delayed because Susan from legal hasn’t signed off on the disclaimer text, or your sales team can’t launch their nurture sequence because three VPs are stuck in a reply-all thread about the CTA button color? That’s when you realize approvals aren’t just red tape – they’re guardrails for keeping your marketing engine running without crashing into compliance issues or internal chaos.

This is where ApproveThis and Pinpointe turn into your tag-team partners. Pinpointe handles the heavy lifting of email campaigns and subscriber management. ApproveThis brings structure to the approval madness. Connect them through Zapier, and you’ve got an system where campaigns move forward because the right people sign off at the right time – not because someone chased down signatures in Slack.

Why This Combo Works for Mid-Sized Companies

If you’re managing 50-5,000 employees, you’re stuck between needing enterprise-level process and maintaining startup agility. Manual approvals via email chains or Slack messages collapse under their own weight once you hit critical mass. But most approval software feels like using a sledgehammer to hang picture frames.

ApproveThis solves this with:

• Email-based approvals that even your least tech-savvy execs can handle
• Automatic escalations when approvers ghost requests
• Real-time tracking that shows exactly where bottlenecks are forming

Pinpointe brings:

• Clean subscriber segmentation
• Campaign performance analytics
• Compliance-safe email automation

Together, they handle the two biggest email marketing headaches: getting campaigns out the door quickly and keeping audit trails for compliance. Bonus: ApproveThis approvers don’t need Pinpointe licenses. Perfect for agencies handling client approvals or companies with external stakeholders.

Real-World Use Cases That Actually Matter

1. New Subscriber Vetting for Regulated Industries

Healthcare providers, financial services, and education institutions can’t just add subscribers willy-nilly. A hospital using Pinpointe for patient newsletters might set up this flow:

Zapier Trigger: New subscriber added in Pinpointe → Action: Create ApproveThis request with patient details → Approval: Compliance team reviews HIPAA compliance → Result: Auto-approved subscribers get added to nurture campaigns; rejected ones trigger follow-up workflows.

ApproveThis’ calculated fields automatically flag submissions missing required disclaimers. Approval groups ensure both legal and medical teams sign off when needed.

2. Campaign Launch Sequences That Don’t Miss Deadlines

E-commerce companies running 20+ holiday campaigns can’t afford delays. Here’s how a 500-person retailer uses the integration:

1. Marketing creates Black Friday campaign in Pinpointe
2. Zapier auto-generates ApproveThis request with:
- Preview links
- Discount code validation
- Target segment details
3. Sequential approvals go from copywriter → brand manager → CFO (for budget sign-off)
4. Once approved, Pinpointe campaign activates automatically

If the CFO is OOO, vacation delegation pushes the request to their deputy. Approval thresholds auto-approve small discount changes without committee reviews.

3. Cleaner Lists Through Approval-Based Unsubscribes

For B2B companies where every unsubscribe could signal account health issues:
- Sales tags at-risk accounts in Pinpointe
- Zapier creates ApproveThis request for the account manager
- If denied, the unsubscribe is blocked and triggers a Salesforce task
- Approved requests auto-unsubscribe in Pinpointe + log reasons in CRM

This stops automated systems from accidentally dumping high-value contacts while keeping lists clean.

Setting This Up Without Losing Your Mind

Here’s the 3-step process even non-techies can handle:

1. Connect the Apps in Zapier: Create a Zapier account if you don’t have one. Search for Pinpointe and ApproveThis in the app directory. Authenticate both accounts.
2. Choose Your Trigger: Most common options:
   - New Pinpointe subscriber → Approval request
   - Tag applied in Pinpointe → Legal review request
   - Approval completed in ApproveThis → Update Pinpointe list
3. Map Critical Fields: Ensure Pinpointe data (email, tags, segments) flows into ApproveThis request details. Set up approval rules based on subscriber value, campaign type, or compliance requirements.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag high-risk submissions. Example: If a healthcare subscriber doesn’t have a signed consent form timestamp in Pinpointe, route their approval request to compliance automatically.

Team-Specific Benefits That Actually Get Used

For Marketing Teams:

No more herding executives for campaign sign-offs. Set up parallel approvals where design, legal, and leadership review different elements simultaneously. If legal approves disclaimer text but leadership rejects the CTA, only the problematic element gets reworked – not the entire campaign.

For Compliance Officers:

Auto-archive approved campaigns with full audit trails. Require multi-factor approvals for segments containing regulated industries. Set expiration dates on approvals to force annual reviews of evergreen campaigns.

For Operations Managers:

See real-time dashboards showing where approvals get stuck. Identify if creative briefs consistently bottleneck at legal review, then adjust thresholds to auto-approve low-risk changes. Slash the 23% average time loss from manual follow-ups.

The Quiet Advantage You’re Missing

Most companies focus on the speed benefits (which are real – we’ve seen teams cut approval cycles from 5 days to 4 hours). But the bigger win is consistency.

Example: A 1,200-employee SaaS company using ApproveThis + Pinpointe eliminated 83% of “Oops, wrong list” errors by requiring geo-based approvals before adding subscribers to location-specific campaigns. Their European GDPR leads can’t even see US subscriber approval requests unless specifically tagged.

Another client auto-rejects any Pinpointe campaign targeting more than 50,000 subscribers without C-suite approval. Not because they’re control freaks – because their send infrastructure can’t handle larger blasts without warming up IPs first.

These aren’t hypotheticals. They’re the types of guardrails scaling companies actually implement when they stop thinking of approvals as roadblocks and start using them as accelerators.

Common Objections (And Why They’re BS)

“We’re too small for this.”
If you have 5+ people touching email campaigns, you’re already wasting time on manual approvals. The Zapier integration takes 45 minutes to set up. Less time than you’ll spend this month chasing down “Just checking if you saw my approval request…” emails.

“Our current process works fine.”
Are you tracking average approval time? Know exactly which stage 73% of delays happen? Can you prove compliance auditors that campaign X was approved by Y before sending? If not, “fine” is a liability.

“We’ll lose flexibility.”
ApproveThis has conditional logic baked in. Set different rules for sales newsletters vs. compliance updates. Let junior staff approve minor copy changes while restricting list changes to directors. More control, not less.

Getting Started Without the Overwhelm

1. Book a 15-minute demo showing your specific use case
2. Pick one high-friction approval process to automate first (campaign launches, list changes, etc.)
3. Use the pre-built Pinpointe templates in ApproveThis to skip setup grunt work

Within a week, you’ll either wonder how you lived without this combo… or realize how much time you’ve been wasting on preventable approval chaos. Either way, you win.