You’ll see the Request Approval button instead of Send Now whenever your role is Designer. Managers and owners send emails directly and don’t need to request approval.
How to Request Approval
- Open your draft email and finish it — the same requirements as sending apply (recipients, from address, subject, and content must be set).
- Click Request Approval in the top right.
- Choose an approver from the list of teammates with sending access.
- Optionally add a message with any context — what the email is for, when it needs to go out, or what to double-check.
- Click Request Approval.
If you set a schedule on the email before requesting, approving it will schedule the email for that time. If there’s no schedule, approving sends it right away. Set or change the schedule the same way you would before sending.
While You Wait
Once you’ve sent a request, the email page shows a banner letting you know it’s waiting for approval. While a request is pending:- The email can’t be sent or scheduled by you — that happens automatically when your approver approves.
- Only one approval request can be open per email at a time.
- You can Cancel Request from the banner if you change your mind or need to make more edits first.
If Your Request Is Declined
If your approver declines, the email page shows who declined and any reason they left. The email stays a draft, so you can make changes and request approval again whenever you’re ready.After It’s Approved
When approved, the email sends or schedules immediately — you don’t need to do anything else. On the sent email’s page, the details show that you sent it and who approved it, so there’s a clear record of both people involved.Any teammate with sending access can approve your request, not only the person you chose — so your email can still go out if the person you asked is unavailable.
Suggested Reading
- Approving Email Send Requests - The other side of this workflow, for teammates who approve.
- Roles and Permissions - How the Designer and Manager email permission levels work.
Questions about requesting approval? Reach out to support@flowforth.co.