Act-On Administrators can set permissions for specific users to approve messages to be sent. By default, all Act-On users have the privilege to send outbound messages.
When an Act-On user has an approver assigned, they have the option to submit a message for Approval. This sends the message to the approver's queue, which must be approved before launching.
For more information on configuring this privilege, see our related article: Managing Email Launch Privileges for Users.
How to Submit a Message for Approval
In the new Email Composer:
- Open the email you want, or create a new one.
- In the Send Details tab, under Send Method, choose the option to either:
- Start sending to recipients right away
- Send later
- Click Submit Launch Request.
In the Legacy Email Composer:
- Open a legacy email.
- In the Send tab, choose the option to either:
- Send now
- Send at the following time
- Click Submit Launch Request:
How to Approve a Launch Request
Once a user submits a message for approval, the assigned approver will receive an email notification that a message scheduled for launch needs Approval. To approve and send the message:
- Hover over Outbound > Other Messages > Awaiting Approval.
- Hover over the message awaiting Approval, and choose one of the options below:
- Reschedule – This allows you to schedule a different date and time when Act-On will launch the email message
- Move to Drafts – This moves the email message to Outbound > Drafts. You can optionally leave a note so that you can communicate the reason the email was moved to drafts
- Edit – When editing an email message, the message will be unscheduled from being sent