Why Does My Campaign Say "(Unapproved)"?

In OAT, the "(Unapproved)" label appears as a simple indicator for you, the advisor, to track whether you have received approval from your compliance team for the emails and texts in your campaign.

The label serves as a visual reminder but does not affect how the campaign functions. Your campaign will still run as expected, even if it is marked as "(Unapproved)."

Where Will I See the "(Unapproved)" Label?

You’ll see this label anywhere you view or manage a list of campaigns:

• Campaigns Page: Next to the campaign name in the list of all campaigns on your account.

• Lead Sources Page: In the campaign assignment dropdown, where you can assign a campaign to the SmartAsset lead source.

• Leads Page: In the bulk edit feature, when assigning a campaign to multiple leads.

• Lead Details Page: When assigning a campaign to an individual lead.