From the My Workplan & History area, you can Approve, Reject, or Reassign messages in bulk. Once you have pulled up a list of the communications that are currently queued for you in the system, click the Bulk Actions button in the top left corner of your screen. This button allows you to Approve, Reject, or Reassign selected items in bulk, either for all of the items that you have checkmarks next to, or for all the items across every page of the My Workplan & History area.
Articles in this section
- Can I Approve/Reject/Reassign in bulk?
- What is Original Customer/Member Date?
- Where can I see the individual communications a customer has received?
- Do I have to be behind my financial institution’s firewall to use Core iQ?
- How do I 'activate' a template?
- How do I 'turn off' or disable a schedule touch point?
- How do I assign a Branch Manager in Core iQ
- How do I change the default sender email address in Core iQ?
- How do I edit my default social media, app download, and enrollment URLs?
- How do I filter templates in the Design Library?
If I schedule an email a week out that is set to "pending approval" but then approve all the communications, does it send them out immediately or wait until the scheduled time a week later?
It will wait until the designated execution time for that future-dated campaign.