Streamlining Your Outreach with Automated Approval
Auto-approve is a powerful feature designed to streamline your outreach process, allowing you to maximize efficiency by automating prospect approval.
What is Auto-approve?
Auto-approve automatically sends prospect suggestions to your active campaigns without manual review - it is intended to save you time. The toggle for this feature is located on the Suggestions page, at the top-right corner.
Step 1: Click on the 'Suggestions' tab.
Step 2: Turn on the Auto-approve toggle.
How it works
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Activation: You enable the Auto-approve feature via a toggle switch found on the suggestions page
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Processing: Once activated, it takes approximately 24 hours to fully activate and begin automatically approving suggestions.
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Campaign Flow: Approved prospects are then funneled directly into your active campaigns, where they will receive the configured message sequence.
FAQ: What happens to existing pending prospects?
I have prospect suggestions I want to leave pending for a while. What happens to them if I turn Auto-approve on?
Turning on Auto-approve does not affect existing pending prospects.
Auto-approve only applies to new prospects generated from the day after activation onward. Any prospects already in your Suggestions list will remain pending until you review them manually.
Is Auto-approve right for me?
Auto-approval can feel risky at first, but if you’re spending too much time approving nearly every prospect anyway, enabling it can significantly improve efficiency. Even if a few imperfect prospects slip through, the overall time savings will often outweigh the downside.
Key Benefits
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Time-Saving: Removes the need to manually approve or deny prospects.
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Increased Efficiency: By automating approvals, your campaigns can move faster, ensuring timely outreach to high-intent prospects.
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Confidence in Quality: This feature is ideal once you're confident in the quality of the system's suggestions, allowing you to scale your operations without constant manual oversight.
Next Steps
To ensure optimal performance, make sure your ICP filters and campaign messages are perfectly tuned before activating Auto-approve. Read our guide on How to Set Up a Campaign for best practices.