An approval link lets a client review part of a set without an account: they see the banners, comment on each, and approve them or ask for changes. This article covers creating a link, what the client can do and where their answers arrive. Approval links come with the Pro and Agency plans and can be made once the set is ready.
Create a link
- Open the campaign’s Review tab and go to Share for approval.
- Choose the Formats and Languages the client sees, and the Page language: English, Dutch, German or French.
- Under Open for, choose 7, 14, 30 or 90 days. 30 days is preselected.
- If you want, set a password under Password (optional): at least 6 characters. Send it separately from the link.
- Select Create link, then Copy.
The link is shown only once, because only a fingerprint of it is kept. If it gets lost, make a new one. On the Agency plan, the page can show your agency’s name, logo and color instead of Sizewright, once Client pages is set up under Settings › Workspace.
What the client sees and does
The client opens the link, enters a name and email address under Who is reviewing? and selects Continue. They see only banners that are ready; banners that need attention are left out. For each banner they can:
- Approve it;
- Request changes, with a note on what should change;
- comment, and reply to comments.
They can also approve all remaining banners at once. Your team’s internal comments stay hidden from the client.
Expiry and withdrawing a link
A link stops working at the end of the period you chose, and the Links table shows it as Expired. To stop it earlier, select Withdraw and confirm. A client who opens an expired or withdrawn link is asked to request a new one from you. The table also shows what each link covers, when it was last opened and its decisions so far.
Where answers arrive
| What the client does | Where you see it |
|---|---|
| Approves or requests changes | From your clients on the Review tab, the banner’s status in the set, and the bell of owners, admins and members. The person who created the link also gets an email, unless they switched off email for Client approvals. |
| Comments | From your clients and the bell only. Client comments are not sent by email. |
A note sent with a change request also appears as a comment on each banner it concerns, so you read it in the editor, where you fix it. Notification settings are under Settings › Account › Notifications.
Related: Invite your team and review banners together and Export the set for your ad platforms.