Guide
Email Approval Workflow: From Draft to Decision
How to design an email approval workflow that protects quality without becoming a bottleneck.
Last updated
An email approval workflow is the path a campaign takes from draft to an explicit “yes.” A good one makes the decision clear, fast, and auditable.
The stages of a healthy workflow
- 1
Draft
An editor composes the campaign.
- 2
Snapshot
A frozen, immutable version is created for review.
- 3
Automated checks
Preflight clears mechanical issues before humans look.
- 4
Review
A reviewer approves or requests changes - a recorded decision.
- 5
Ready
An approved, preflight-passing version can be exported or test sent.
Principles that keep it from bottlenecking
- Approve a specific version, never a moving draft.
- Put automated checks before human review.
- Make the decision binary: approve or request changes.
- Keep an append-only trail of who decided what.
Where Memo fits
Memo’s approval workflow is role-gated and append-only, and preflight must pass before approval. Read Submit a version for review and Approve or request changes.
Frequently asked
- What is an email approval workflow?
- The defined process for moving an email from draft to an explicit approval, ideally anchored to an immutable version with automated checks and a recorded decision.
- Why approve a version instead of a draft?
- Drafts keep changing. Approving an immutable version means everyone agrees on exactly what was accepted, and what gets exported matches what was reviewed.