ClearVoice Idea Portal

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Client Approval/Final Approval Button

With agency services, our internal team has our Strategist create the assignment, use the marketplace to source a writer and our internal Editor edit the assignment. This leaves no open roles for the client to approve the assignment. This leads us to tagging the client in the messaging tab to review the finished work. 

The problem with tagging the client in the messages is it gives no tracking insight to the client or to the agency team on which assignments still need to be reviewed or if the client would like a revisions without opening each individual assignment. Relying on messaging means the agency team must still use spreadsheets to track the progress of campaigns. 

With the final approval tab. The client will be able to submit overall feedback which will not be visible to the writer, only the internal team, strategist, editor and assignment followers. This would also populate the Action Items for the client on their dashboard instead of them guessing which assignment they need to review. 

  • Guest
  • Sep 13 2017
  • Planned
  • Attach files
  • Guest commented
    September 13, 2017 17:33

    This would be EXTREMELY helpful. As the system stands right now, we tend not to be notified by the system. Plus, the clients often don't understand that they need to tag us by name in the concepts for us to receive notifications via the system. This is how agencies work and I'd love to see CV work the same way. 

  • Lucas Wolfe commented
    September 13, 2017 17:37

    This would be very helpful. It would cut down on miscommunication and wasted time.

  • Edmund Zaloga commented
    November 02, 2017 14:20


  • Guest commented
    November 09, 2017 15:21

    Without a client approval button, it becomes confusing for clients to find the assignments they need to review and approve. 

    As an example, in the screenshot I've attached, you can see all assignments in this campaign have "approved" underneath the title. This is because the editor paid the writer but the client still needs to review each of these. When the client logs in, it looks as if they're approved, even though they are not. 


    This causes massive confusion. 

  • Admin
    Mike Bernardez commented
    February 08, 2018 19:11

    This is on our roadmap as a major endeavor. It is a multi-phased update and we think you'll like what we have planned out. We appreciate your patience as we work through this integral feature of our product.