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SmartEngage Integration

ApproveThis manages your SmartEngage Integration approvals.

April 17, 2025

Integration Category: Marketing

When Approval Processes Meet Engagement Automation

Let's cut through the corporate jargon: Marketing moves fast, but approvals move slow. That campaign you needed live yesterday? Still waiting on legal to review the copy. The urgent promo email? Stuck in the CFO's inbox. This is where pairing ApproveThis with SmartEngage through Zapier becomes your secret weapon.

SmartEngage handles your email sequences, Facebook Messenger campaigns, and push notifications like a champ. But here's the kicker - all those subscriber actions and marketing triggers become approval opportunities. Not roadblocks. Opportunities. With ApproveThis, every "Add to Sequence" or "Update Custom Field" can automatically trigger approval workflows that actually keep pace with your marketing team.

Why This Combo Works (When Others Don't)

Most approval tools treat marketing teams like compliance cops. Ours treats you like the revenue drivers you are. Here's the breakdown:

SmartEngage Brings:

  • Cross-channel campaign automation (email + messenger + push)
  • Subscriber behavior tracking
  • Sequence management at scale

ApproveThis Adds:

  • Automatic approval triggers based on subscriber actions
  • Legal/Finance team approvals without giving them access to your marketing platform
  • Real-time audit trails for compliance audits

The magic sauce? Approvers only need ApproveThis access - no extra SmartEngage licenses required. Perfect for agencies handling client campaigns or enterprises where marketing and legal teams live in different software universes.

Real-World Use Cases That Don't Suck

1. New Subscriber Firewall

Ecommerce companies: When high-value leads come through paid ads, SmartEngage detects them. ApproveThis automatically routes for sales manager approval before adding to VIP nurture sequences. No more junior marketers accidentally spamming your whale prospects.

2. Compliance Proofing Campaigns

Financial services marketers: Any update to disclaimers or rate information in SmartEngage templates triggers legal team review in ApproveThis. They approve/deny right from email without learning yet another marketing platform.

3. Budget Guardrails

D2C brands: Set approval thresholds in ApproveThis so any promo discount over 20% automatically requires CFO sign-off. Once approved, SmartEngage instantly launches the campaign. No spreadsheets. No "who approved this?" emails.

4. Cross-Team Campaign Launches

Agencies: Client wants to change their entire messaging matrix? Update SmartEngage sequences → trigger ApproveThis workflow → collect feedback from 3 client stakeholders → auto-apply approved changes. All before lunch.

Setting This Up Without Losing Your Mind

We'll skip the technical manual act. Here's the 3-step reality:

  1. Connect both apps to Zapier (takes 2 minutes each)
  2. Pick your trigger in SmartEngage (new subscriber, field update, etc.)
  3. Map it to an ApproveThis action (create request, escalate threshold, etc.)

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing attention. Example: If SmartEngage detects a subscriber with $10k+ lifetime value, calculate approval priority in real-time.

Department-Specific Wins

Marketing Teams

Stop being the approval middleman. Set up automatic routing so compliance checks happen in parallel with campaign setup. Your new measure of speed: "We went from concept to approved campaign in 3 hours instead of 3 days."

Legal/Compliance

Get context-rich approval requests with all necessary campaign details baked in. No more chasing marketers for screenshots of the email footer. Bonus: Vacation delegation means your paralegal can handle approvals when you're in court.

Sales Ops

When SmartEngage identifies sales-qualified leads, trigger approval workflows for discount authority or custom proposals. Deals move faster when your AE isn't playing phone tag with managers.

Finance

Any promo code or discount campaign in SmartEngage auto-triggers budget checks. Set approval thresholds so anything under $5k gets auto-approved, bigger spends come to you. Quarterly audits become trivial with the paper trail.

Features You'll Actually Use

Beyond basic approvals, these matter:

Approval Thresholds: Auto-approve routine requests, escalate only exceptions. SmartEngage tags high-value subscribers? Set it to auto-approve under $1k discounts.

Calculated Fields: Crunch numbers from SmartEngage data to drive decisions. Lead score + campaign type = approval path.

Vacation Coverage: Approvers out? Delegation rules prevent campaign gridlock. Legal lead on PTO? Requests auto-route to deputy.

Common Objections (And Real Answers)

"We already have Jira/Asana for approvals." Cool. Do they integrate with your marketing stack? Can non-technical approvers use them without training? Exactly.

"Our current process works fine." Define "works." Does it scale? Can you handle 10x campaign volume tomorrow? Thought so.

"We don't need more software." You need less chaos. This replaces email chains, random Slack approvals, and spreadsheet tracking.

Getting Started Without the BS

Try this today:

  1. Pick one approval bottleneck (discounts? compliance checks?)
  2. Map the current process from SmartEngage action to approval
  3. Build the Zap in under 15 minutes

Still reading? Register for ApproveThis or schedule a demo. We'll show you how media companies auto-approve influencer campaigns or how SaaS teams handle feature launch comms without legal drama.

Final thought: Your competitors aren't waiting. Their marketing teams already approved this message.

🥳

Integrate with SmartEngage Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for SmartEngage

Suggested workflows (and their Zapier components) for SmartEngage

Create approval request for new subscribers

When a new subscriber is created in SmartEngage, this integration automatically creates an approval request in ApproveThis to verify the subscription. *Note: Customize the approval workflow in ApproveThis for your business needs.*

Zapier Components

SmartEngage Logo

Trigger

New Subscriber

Triggers when a new subscriber is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Subscribe new approval requests to sequence

When a new approval request is received in ApproveThis, this integration automatically subscribes the related contacts to a designated sequence in SmartEngage. *Note: Ensure the sequence settings in SmartEngage are configured correctly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SmartEngage Logo

Action

Subscribe to Sequence

Adds Subscriber to Sequence.

Create approval request for custom field updates

Whenever a custom field is updated in SmartEngage, this integration generates an approval request in ApproveThis to validate and monitor changes. *Note: Set up your custom field verification criteria in ApproveThis.*

Zapier Components

SmartEngage Logo

Trigger

Create or Update Custom Field Value

Triggers when a custom field is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add tag for approval outcomes

This integration monitors approval outcomes in ApproveThis and automatically adds a specific tag to subscribers in SmartEngage based on the decision. *Note: Adjust tag names in SmartEngage to reflect various approval statuses.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SmartEngage Logo

Action

Add Tag to Subscriber

Adds Tag to Subscriber.