Knak sends email approvals via email with buttons and a link to enable the approver to take several different actions from the email itself.
If you need help setting up approval groups, click here
If you receive an approval request it will look something like this:
Subject Line: Email Approval Requested...
The person who requests the approval is at the top. Then there may be a note from them as well. You have 3 options:
- Review Email
- Request Changes
We recommend starting here. This will take you to a page in Knak where you can see all of the information about this email.
You will see:
- An audit trail of the approval chain including past/future approvers and comments
- The full email along with all email details (subject line, sender display, preview text etc)
- Ability to Approve or Request Changes and leave comments
If you're happy with all the contents of the email - click the Approve button.
If you were the last approver, the person responsible for the email will be notified that the email is fully approved and ready for deployment.
If you were not the last approver, the email will go onto the next approver. If they request changes, you will be notified about the changes they have requested so you are still kept in the loop.
Spot a mistake in the email? Or, have a recommendation that you want to make? No problem. Just click on the Request Changes button. You'll be brought to a page in Knak where you can leave your feedback and requested changes to the recipient.
Write your feedback and click on Request Changes.
If you request changes the email builder will be notified and can make the necessary adjustments before resubmitting for approval.
You can view the email in Knak at any time to keep track of the approval process if you're not the only approver.