Content Builder 'Approvals'

'Approvals' dashboard

Approvals

A dashboard inside Content Builder.

• From Name: The sender identity display.

• Subject Line: The primary inbox text line.

• Preheader: The preview text that sits directly beneath or next to the subject line in an inbox.

• From Email Address: The verified, authenticated reply-to or from-address domain.

• Email Body Mockup: A visual window that renders the entire layout of the email template.

• Collaboration Notes & Comments: Reviewers can click directly onto areas of the email mockup to drop pin-point annotations and comments (e.g., pointing out a typo or requesting an image change) before clicking "Approve" or "Decline".

Location of Approvals

Launch the approval process from the

Content Builder grid: You can hover over a specific email draft directly within your standard folder view/grid and submit it into the workflow

Approvals dashboard: Content Builder → drop down menu appears, click ‘Approvals’

When you’re creating an email: While building or reviewing your message inside the email editor, you can submit the draft directly to your review team before saving or exiting

Standard workflow in Approvals

People: submitter, at least one reviewer, and an approver

Its statuses are pending submission, submitted, reviewed, pending resubmission, and approved.

Two-step workflow in Approvals

People: submitter and an approver

Statuses pending submission, pending approval, pending resubmission,

No. You need to go to Content Builder ‘Preview and Test’ tab

Can ‘Approvals’ Dashboard review hyperlinks?

No.

Is ‘Approvals’ Dashboard located inside ‘Preview and Test’ tab?

Pending

Status: Awaiting action by a reviewer or final approver.

Approved

Status: Content is authorized, meaning it is secured against unintentional edits and ready to be sent.

Declined / Rejected

Status: The approver sends the content back to the submitter with feedback for necessary changes.

Pending Submission

Status: A draft has been created but not yet pushed into the workflow.

Reviewed

Status: The initial reviewer has looked at it, and it is passed along to the final approver.

Pending Resubmission

Status: The email was declined/rejected and is now back in the creator's court for edits.

Submitted

Status: the submitter submits email for review.

Pending approval

Status: email has been submitted into a workflow and is actively waiting for an authorized reviewer or approver to take action. The email cannot be edited by general users while in this state. This prevents accidental changes during the review.

Email must have an "Approved" status prior to sending

A/B Tests: Because these tests deploy variations of an email directly to live segments of your subscriber base, the system prevents any unvetted content from launching

Email must have an "Approved" status prior to sending

Triggered Sends: These automated, real-time emails (like order confirmations) are customer-facing and must be locked down into an approved state before the trigger definition can be successfully started or published

Email must have an "Approved" status prior to sending

Scheduled Sends: Any standard or automated email set to deploy to an active list or data extension at a future time requires a final sign-off to ensure content accuracy before it enters the queue.

No - approval process locks the overall email structure and rules as a static draft. Reviewers can see the dynamic content layout and rule definitions inside Content Builder. You should go to 'Preview and Test' tab

Can you review Dynamic Content in Standard Workflow Approval and Two-Step Workflow Approval? Yes or No

An approver will need to delete the approval in the approvals dashboard before the email can be edited. Once this is complete, the email can be edited and then submitted for approval.

How to edit content that was Approved in Content Builder that does not have a withdraw link?

Create at least one team

Before you enable Approvals for a business unit what do you need to do?

Approved in Email Studio or Content Builder

When you turn on Approvals for first time, current Email Studio or Content Builder emails are what [ ]?

Withdraw the email from Approvals

To edit an approved email, [ ]. If you [ ] an approved email with pending or scheduled jobs, the email is still used in its originally approved version, even if you edit it.

Unshare

To withdraw a shared email, [ ] the email first, and then withdraw it from Approvals. [ ] the email deletes all copies from other business units.

Journey Builder and refresh

To make sure that an active journey picks up changes to an approved edited email, start editing the email from [ ] . If you edit the email outside of the journey activity, [ ] the activity to verify whether the journey includes the edits.

Yes. So you need to cancel the schedule send because withdraw approval does not stop schedule sends.

For scheduled email jobs that gets Withdraw/revoked from approval, does this email which was originally approved version, go out to subscriber?