ApproveThis manages your Tarvent Integration approvals.

Two Platforms, One Powerful Workflow

When marketing teams face growing operational complexity, the combination of ApproveThis and Tarvent creates a robust system for managing both campaign execution and governance. Tarvent's marketing automation strength lies in orchestrating customer journeys, while ApproveThis adds critical oversight through structured approval processes. Together, they enable organizations to move faster without sacrificing control - particularly valuable for regulated industries or teams managing multiple stakeholders.

Strategic Advantages of Integration

Marketing leaders using Tarvent gain precision in audience targeting and campaign timing. Adding ApproveThis introduces accountability layers that prevent oversights in compliance-sensitive areas like customer communications or budget allocations. The Zapier-powered integration eliminates manual handoffs between systems, creating an automated circuit between campaign creation and operational approval.

Key operational benefits include:

• Reduced campaign launch delays through automated approval routing
• Built-in audit trails for marketing compliance requirements

Approvers can participate directly via email without needing Tarvent logins, simplifying collaboration with external agencies or executive stakeholders. This setup maintains security while accelerating review cycles.

Real-World Workflow Solutions

1. Regulated Communication Workflows

Financial institutions and healthcare marketers face strict communication guidelines. When a Tarvent transactional email is created (like a compliance notification), ApproveThis can automatically initiate a legal review. The compliance team receives an email with message content and approval options. Once approved through ApproveThis, Tarvent immediately sends the communication.

Example: A regional bank automates mortgage renewal notices. Loan officers draft emails in Tarvent, which trigger ApproveThis workflows for compliance review. Legal teams approve directly from Outlook, maintaining necessary oversight without creating inbox bottlenecks.

2. High-Velocity Campaign Orchestration

Ecommerce teams running flash sales benefit from connecting Tarvent campaign triggers to ApproveThis thresholds. Configure automatic approval for campaigns under $5,000 budget while escalating larger spends for CFO review. Approval groups ensure consensus between creative, legal, and finance stakeholders when needed.

Example: A fashion retailer's marketing team schedules 12 holiday promotions in Tarvent. ApproveThis automatically approves 10 campaigns under the budget threshold while flagging two high-budget initiatives for finance review. The VP approves one campaign via mobile email during travel, while requesting adjustments to the other - all within 24 hours.

3. Compliance-Centric Audience Management

For companies handling sensitive customer data, new audience list imports in Tarvent can trigger GDPR or CCPA compliance checks in ApproveThis. Legal teams review data sources and consent documentation before the audience becomes active. ApproveThis' calculated fields automatically flag high-risk audiences based on size or geographic composition.

Example: A healthcare SaaS company integrates their Tarvent lead gen campaigns with ApproveThis. When sales imports a new prospect list, ApproveThis routes it to compliance officers. Dynamic fields highlight lists containing European contacts, requiring additional consent verification before campaign activation.

Implementation Essentials

Setting up the integration requires:

1. A Zapier account connected to both Tarvent and ApproveThis
2. Identification of critical workflow handoff points

For a basic compliance approval workflow:

1. Create Zap in Zapier
2. Set Tarvent's "Transactional Email Created" as trigger
3. Map email content to ApproveThis request fields
4. Configure approval group in ApproveThis (legal team + CMO)
5. Set Tarvent action to "Send Email" upon approval

Leverage ApproveThis' conditional thresholds to automate routine approvals while maintaining human oversight for exceptions. Vacation delegation ensures continuity during team absences - critical for global marketing teams.

Departmental Impact Analysis

Marketing Operations

Reduces campaign deployment time by 40-60% by eliminating manual approval follow-ups. Provides clear audit trails for compliance reporting.

Legal/Compliance Teams

Centralizes review requests with all necessary context. Email approvals enable faster response times without software training.

External Partners

Agency teams can submit campaigns through Tarvent without getting bottlenecked by client approval processes. Approvers receive clean, actionable requests via email.

Technical Considerations

The integration uses Zapier's middleware to maintain security between systems. ApproveThis never requires write access to Tarvent - all campaign actions remain within Tarvent's permissions structure. For enterprises, role-based access in both platforms ensures team members only see relevant requests and campaigns.

Evolution of Marketing Governance

As marketing becomes more data-driven, the need for automated oversight grows. The ApproveThis-Tarvent integration represents a new class of solutions bridging execution velocity with enterprise controls. Early adopters in insurance and fintech report 30% faster campaign cycles despite increased regulatory scrutiny.

Getting Started

Begin with a single high-impact workflow like email compliance checks. Use ApproveThis' calculated fields to automate risk scoring, then expand to budget approvals and audience governance. Tarvent users can maintain existing processes while layering in approval automation for specific use cases.

Ready to transform your marketing operations? Schedule a demo to see custom workflows for your industry, or explore Zapier integrations to connect your existing stack.