Lifecycle

How work gets done in Quotient

Every piece of marketing content in Quotient moves through a clear workflow designed to ensure quality while keeping you in control.

Status	Description	Editable?
Planning	You and the Campaign Agent are still working on the plan for this deliverable	Yes
Draft	An agent is working on building out the content for this deliverable	Yes
In Review	The agent has finished working on the content and wants human review	Yes
Scheduled	The deliverable will be published the scheduled start date	Yes
Active	The deliverable is live and visible to your customers	No

Typical Workflow

A typical workflow in Quotient looks like this:

1. You and the Campaign Agent will plan a multi-channel campaign. At this point all of the deliverables in the campaign are in the planning phase. During this phase, you'll go back and forth with the Campaign Agent about which deliverables to include an how they fit together.

2. Once you're happy with the campaign, the Campaign Agent will move the deliverables to the Draft status and individual agents - like the Blog Agent and Email Agent - will begin working on the content.

3. Once those agents have a first draft, they'll change the status of the deliverable to In Review and send you a notification that the deliverable is ready for review.

4. You'll go back and forth with that agent a bit more to tweak the deliverable, and once you're happy you'll schedule the deliverable for publishing.

5. Once the publish date arrives, the system will change the status to Active and your deliverable will be published.

Active Deliverables

"Active" means different things for different deliverables:

• Email Broadcasts: The broadcast has been sent or is in the process of being sent.

• Blogs: The blog is live on your website.

• Flows: The flow is actively sending emails.

• Marketing Events: The event has started.

For some deliverables, you can switch the status back after it's been activated (e.g. you can unpublish a blog).

For others, you can no longer change the status once its active (e.g. you cannot un-send an email broadcast once sent.)