ApproveThis manages your omni.us Integration approvals.

Two Tools, One Goal: Smarter Marketing Operations

When email marketing meets approval automation, teams move faster without sacrificing control. Omni.us gives marketers precision tools for lead nurturing campaigns, while ApproveThis brings structure to decision-making processes. Together through Zapier, they create closed-loop workflows that keep campaigns compliant and teams aligned.

Marketers using Omni.us gain an edge through automated sequences and lead tracking. But when campaign decisions require legal review, budget sign-offs, or client approvals, manual processes create bottlenecks. ApproveThis removes these friction points by embedding approval checkpoints directly into Omni.us workflows. The result? Faster campaign execution with built-in accountability.

Why This Integration Matters for Growth-Focused Teams

Combining these platforms solves three critical challenges:

• Compliance at scale: Automatically route high-risk campaign elements for review before deployment
• Cross-team visibility: Give stakeholders real-time insight into marketing approvals without Omni.us license requirements

Consider a healthcare SaaS company launching a new feature campaign. Their marketing team uses Omni.us for lead nurturing but needs legal review on specific claims. Through this integration, any email containing regulated terminology automatically triggers an ApproveThis workflow. Legal team members receive email notifications (no Omni.us login required), review content directly from their inbox, and their decisions sync back to Omni.us automatically.

Real-World Workflows for Modern Marketing Teams

1. Compliance-Checking Opened Emails

The Scenario: A financial services firm notices increased opens on campaign emails mentioning rate changes. Regulations require documented compliance reviews for any follow-up communication on this topic.

The Integration: When Omni.us detects an email open containing regulated keywords, ApproveThis:

• Creates an approval task for compliance officers
• Attaches the original email content and lead details
• Uses calculated fields to flag high-priority requests

The Advantage: Legal teams review context-rich requests in under 90 seconds using email-based approvals, while marketing maintains campaign momentum.

2. Approved Leads Enter Nurture Sequences

The Scenario: A B2B SaaS company wants to qualify enterprise leads before adding them to high-touch campaigns.

The Integration: When sales teams approve a lead in ApproveThis:

• Omni.us automatically adds the lead to designated campaigns
• Approval comments sync as custom lead fields
• Approval thresholds skip manual review for low-risk leads

The Advantage: Sales operations reports show 37% faster lead-to-campaign time for approved accounts, with full audit trails.

3. Sent Campaign Verification

The Scenario: An e-commerce brand needs final marketing director approval before sending flash sale announcements to 500k+ subscribers.

The Integration: When Omni.us queues a campaign for sending:

• ApproveThis triggers multi-level approval (CMO > Legal > Marketing Director)
• Automatic delegation covers vacationing approvers
• Real-time dashboards show approval status across campaigns

The Advantage: The brand eliminated three instances of premature campaign sends last quarter through mandatory checkpoints.

Implementation Made Simple

Connecting Omni.us and ApproveThis takes under 15 minutes through Zapier. Here's the streamlined process:

Step 1: Map Your Approval Triggers

Identify which Omni.us events (email opens, campaign sends, lead additions) require oversight. For each trigger:

• Set conditions in Zapier filters
• Map Omni.us data to ApproveThis fields

Step 2: Configure Approval Logic

In ApproveThis, build workflows that match your organizational structure:

• Set approval thresholds (example: auto-approve campaigns under $5k budget)
• Assign backup approvers for critical paths

Step 3: Connect Decision Outcomes

Use Zapier to:

• Update Omni.us lead statuses when approvals complete
• Trigger reminder emails for pending requests
• Log decisions in your CRM

Need specific guidance? Zapier's documentation offers technical walkthroughs for both platforms.

Cross-Functional Benefits

For Marketing Teams

Reduce campaign launch delays by 42% according to internal benchmarks. Approval workflows adapt to your content calendar - use parallel approvals for multi-channel campaigns or sequential reviews for global launches.

For Legal/Compliance

Review requests contain all necessary context: email content, lead history, and campaign parameters. Email-based decisions mean no new tools to learn, while audit trails automatically document every approval.

For Sales Operations

Quality-control lead handoffs by requiring manager approval before high-value accounts enter nurture sequences. Real-time tracking prevents deals from stalling in review limbo.

Key Differentiators

What makes this integration stand apart:

No Seat License Overhead

External partners and executives approve requests via email without needing Omni.us logins. ApproveThis handles authentication through secure, trackable links.

Adaptive Workflows

Dynamic routing in ApproveThis means:

• High-priority requests skip queue lines
• Multi-region campaigns split approvals by territory
• Budget thresholds auto-approve small expenses

Two-Way Sync

Decisions in ApproveThis trigger Omni.us actions, while Omni.us activity initiates approvals. This bi-directional flow keeps both systems updated without manual entry.

Getting Started

Ready to transform your marketing operations? Begin with these steps:

1. Audit existing processes: Identify 2-3 campaigns where approvals cause delays
2. Map decision points: Note who needs to approve what, and when
3. Build parallel workflows: Configure ApproveThis to mirror your Omni.us campaign structure

Most teams see ROI within 90 days through reduced campaign setup time and eliminated compliance incidents. The combination of Omni.us' marketing automation and ApproveThis' governance creates velocity without vulnerability.

Start your ApproveThis trial today, or schedule a custom demo to see the integration in action. For Omni.us users, remember to leverage native campaign analytics alongside approval metrics for full process visibility.