Knak

Start by preparing your email for team review. Assign the right people. Define the workflow.

Follow these steps to begin the approval process:

Click Reviews in the top bar of the email editor.

Select a Review Group or click Add Reviewers.

Selecting the desired review group or adding users to review an email

Choose individual reviewers if no group exists.

1. Click Reviews in the top bar of the email editor.
2. Click Send for Review.
 Send asset for review.
3. Select a Review Group or click Add Reviewers.
 Selecting the desired review group or adding users to review an email
4. Choose individual reviewers if no group exists.

<a href="https://help.knak.io/en/articles/2047089-set-up-review-groups">Set up review groups</a>

<a href="https://help.knak.io/en/articles/3720922-dynamic-approvals">Use dynamic approvals</a>

- <a href="https://help.knak.io/en/articles/2047089-set-up-review-groups">Set up review groups</a>
- <a href="https://help.knak.io/en/articles/3720922-dynamic-approvals">Use dynamic approvals</a>

___________________________________________________________

Track progress across each stage of the workflow.

Managing Users and Their Assigned Approval Stages

- See who has approved
- See who is pending
- Identify bottlenecks quickly
  Managing Users and Their Assigned Approval Stages

Update reviewers or stages during an active review.

Editing the reviewers and making changes to the review workflow

1. Click Reviews
2. Click Edit Reviewers
 Editing the reviewers and making changes to the review workflow
3. Update the workflow as needed
 Review and edit review workflow modal.

You can only edit reviewers who have not yet approved

You can only edit reviewers who are still queued in the workflow

Reviewers who have already approved cannot be changed

- You can only edit reviewers who have not yet approved
- You can only edit reviewers who are still queued in the workflow
- Reviewers who have already approved cannot be changed

Allow editing approval groups on approval process

- Edit approval group
- Allow editing approval groups on approval process

<a href="https://help.knak.io/en/articles/9778680-role-permissions">View role permissions</a>

Use Force approve only when necessary

This action stops the entire review process

- Use Force approve only when necessary
- This action stops the entire review process

Reviewers receive alerts when a review starts.

- Email or in-app notification
- Direct link to the email review

<a href="https://help.knak.io/en/articles/4343275-notifications">Learn more about notifications</a>

Review alerts appear  under the notification icon, once a review begins

Mark as Reviewed Move the email to the next reviewer

Request Changes Open the Collaborate panel Add feedback

- Mark as Reviewed Move the email to the next reviewer
- Request Changes Open the Collaborate panel Add feedback

Approve or request changes to an asset sent to user for review.

Leave feedback directly inside the email.

Use <code>@username</code> to notify teammates

- Click anywhere in the email
- Type in the sidebar comment box
- Use <code>@username</code> to notify teammates

Use the collaborate panel to add comments directly into the email you wish to provide feedback on

- Click a section
- Add targeted comments 

Make context-specific comments by referring directly to content within the email

Use the dynamic content toggle near preview

- Use the dynamic content toggle near preview
- Switch between variants
- Review each version carefully

Make dynamic content specific comments in each email variant 

- Click the checkmark beside a comment
- Confirm all issues are resolved

Comments can be marked as resolved by clicking in the checkmark

The email status has updated and is now approved

- The email is marked as approved
  The email status has updated and is now approved
- You receive a notification in Studio

Admins can bypass the workflow when needed.

1. Click Info
2. Click Mark as Approved

Admins can override the review workflow by clicking on mark as approved anytime in the info tab

Reseting the workflow, takes the email back to drafts

1. Go to Info
2. Click Revert to Draft
3. Reset all approvals
 Reseting the workflow, takes the email back to drafts

Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email <a href="mailto:support@knak.com" rel="nofollow noopener noreferrer" target="_blank">support@knak.com</a>

Streamline your email review and feedback process by using Knak's built-in collaboration and approval tools.

Collaboration and Approvals

Find answers and get help from Intercom Support and Community Experts

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Collaboration and Approvals

Set Up Approvals And Review Groups

Start A Review

Helpful Resources

View Approval Stages

Edit The Review Workflow

Important Limitations

Permissions Required

Important Note

Reviewer Notifications And Actions

Notifications

Take Action

Use The Collaborate Panel

Leave Comments

Add Context-Specific Notes

Review Dynamic Content

Finalize Reviews And Approvals

Resolve Comments

Complete Approval

Admin Overrides

Override An Approval

Reset The Workflow