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Advision.it Integration

ApproveThis manages your Advision.it Integration approvals.

April 17, 2025

Integration Category: Marketing

Why Approval Automation Matters in Email Marketing

Modern marketing teams face a critical challenge: maintaining campaign velocity without compromising compliance. This is where ApproveThis and Advision.it form a powerful alliance through Zapier. While Advision.it excels at email list management and campaign execution, ApproveThis adds a layer of structured governance to your marketing operations.

Consider these pain points solved:

  • Legal teams delaying campaigns while reviewing content
  • Sales teams needing to approve prospect communications
  • Compliance requirements for regulated industries

By connecting these platforms, you create an automated approval highway where email list changes and campaign launches move at digital speed while maintaining human oversight.

Core Capabilities: What Each Platform Brings

Advision.it Strengths

Italy's premier email marketing platform specializes in:

  • Advanced subscriber list segmentation
  • Behavior-triggered email sequences
  • Compliance-ready unsubscribe management

ApproveThis Superpowers

The approval automation specialist delivers:

  • Multi-step approval chains with conditional logic
  • Automatic delegation during vacations
  • Real-time audit trails for compliance

Real-World Use Cases That Deliver ROI

Use Case 1: Compliance-First List Building

The Challenge: A financial services firm needs to add new leads to marketing lists but requires compliance officer review for GDPR and FINRA regulations.

The Solution: When Advision.it imports new contacts from their CRM, ApproveThis automatically:

  1. Routes contacts to compliance team via email
  2. Escalates urgent requests after 24 hours
  3. Updates Advision.it lists upon approval

The Result: 63% faster list updates while maintaining 100% audit readiness.

Use Case 2: Client-Approved Campaigns

The Challenge: A marketing agency needs client sign-off on email copy before sending through Advision.it.

The Solution: ApproveThis triggers when drafts are ready in Advision.it:

  1. Sends email with preview to client
  2. Collects feedback via approval comments
  3. Auto-schedules approved campaigns

The Result: Reduced client approval cycles from 5 days to 12 hours average.

Implementation Made Simple

Connecting these platforms takes three steps through Zapier:

  1. Create Zapier accounts for both platforms
  2. Set trigger events (new contacts/approvals)
  3. Map data fields between systems

Pro Tip: Use ApproveThis' calculated fields to automatically flag high-risk contacts based on country or job title before they reach Advision.it lists.

Team-Specific Benefits

For Marketing Operations

Reduce campaign setup time by 40% through automated approval routing. Real-time dashboards show exactly where each campaign sits in the approval pipeline.

For Legal/Compliance

Maintain control without bottlenecks. Approval thresholds automatically escalate high-risk contacts while greenlighting standard updates.

For Client-Facing Teams

External partners can approve campaigns directly via email without needing Advision.it logins - a key differentiator for agencies.

Advanced Features Worth Exploring

Beyond basic approvals, consider these power-user capabilities:

Vacation Delegation: Never miss an approval deadline because someone's OOO. ApproveThis automatically reroutes requests to designated backups.

Conditional Routing: Route healthcare-related contacts to compliance first, while retail leads go straight to marketing managers.

Threshold-Based Approvals: Auto-approve campaigns under $5k budget while requiring CFO sign-off for larger spends.

Common Implementation Mistakes

Don't: Try to replace all human judgment - use automation for routine approvals while reserving complex cases for manual review.

Do: Leverage ApproveThis' email-based approvals to keep external partners in the loop without license costs.

Don't: Forget to set up audit trails - they're crucial for regulated industries using Advision.it's marketing automation.

Getting Started

Ready to transform your email marketing governance?

1. Create your ApproveThis account
2. Connect to Advision.it via Zapier in <15 minutes
3. Start with one approval workflow (e.g., new list imports)

For complex implementations, schedule a custom demo showing how approval automation can accelerate your specific marketing workflows.

Final Thought

In email marketing, speed and compliance aren't opposites - they're partners. By combining Advision.it's execution power with ApproveThis' governance automation through Zapier, you enable marketing teams to move faster while giving stakeholders greater control. The result? Campaigns that launch sooner, perform better, and stay compliant.

🥳

Integrate with Advision.it 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.

Learn More

Best Approval Workflows for Advision.it

Suggested workflows (and their Zapier components) for Advision.it

Create approval requests for new console contacts

When Advision retrieves new recipients from the console, an approval request is automatically created in ApproveThis to verify contact details and ensure compliance. *Note: Map Advision contact fields to approval request inputs if needed.*

Zapier Components

Advision.it Logo

Trigger

Get List From Console

Get all recipients from console

Action

Create Request

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

Add subscribers for new approval requests

When a new approval request is initiated in ApproveThis, the approved contact is added as a subscriber in Advision, streamlining list management. *Note: Configure filters to match subscriber criteria accurately.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Advision.it Logo

Action

Add Subscriber

Subscribe an email address or mobile to the list selected. The action let you choice the behavior between update if user exists or never update.