Action Alert Email and SMS Approval Form

Approves a mass advocacy send by capturing the policy ask, target audience, message content, channel selection, and final approver before launch.

Submission Overview

• Request title
  Short internal title for this approval request.
• Requested by
  Name of the staff member submitting this request.
• Campaign owner email
  Work email for follow-up questions and approval notifications.
• Requested send date and time
  Planned send time for the action alert.

Policy Ask and Audience

• Policy ask
  State the specific action you want recipients to take.
• Target audience type
  Choose the audience segment for this send.
• Target list description
  Describe the list or segment being used. Do not include unnecessary PII.
• Estimated recipient count
  Approximate number of recipients for this send.

Channel Selection

• Channels requested
  Select one or both channels for this action alert.
• Email subject line
  Required when Email is selected.
• SMS message preview
  Required when SMS is selected. Keep concise and include the action link if applicable.
• SMS opt-in confirmed
  Confirm the recipient list is limited to opted-in contacts only.

Message Content and Compliance

• Email body
  Required when Email is selected. Include the call to action and any necessary links.
• SMS body
  Required when SMS is selected. Keep within character limits and avoid unnecessary PII.
• Landing page URL
  Destination page for the action alert, if applicable.
• Compliance check confirmed
  Confirm the message has been reviewed for audience accuracy, consent requirements, and any applicable disclosure language.

Approver Review

• Approver name
  Name of the person approving or rejecting the send.
• Approval decision
• Approval notes
  Add required edits, timing constraints, or release conditions.
• Approver signature
  Digital signature confirming the review decision.