Submitting a Draft For Approval

When you have completed building your email, you can submit the email for review.

Stakeholders will review the draft and can leave comments. Organization Administrators and Workspace Owners can either approve or reject the draft. Once approved, the draft becomes a Published DraftPublished DraftAn approved and locked version of an email or SMS that is available for download in Dyspatch or for syncing via the Dyspatch API. A published draft cannot be edited..

After submission, the draft is locked and no further changes can be made. To make changes to a published email, duplicate it to create a new draft.

Preview Your Draft

Email Builder with a fully built email

Select Preview in the Email Editor to go to the submission preview area. Before submitting your email, you can send yourself a test email or view your email on different email clients using device previews.

Localization Process

After your draft is completed you may want to localize it to adapt its content for different languages or regions. Check out our Localizing an Email article to find out more about the different ways you can localize an email with Dyspatch.

Submit for Approval

Submitting an email modal

Selecting Submit for Approval will prompt you to confirm, add a comment, and assign optional approvers. After you click Submit the draft will be locked and your workspace team and any assigned approvers will be notified that your draft is ready for review.

Assign Approvers

You can optionally assign approvers to review and approve your email. This will send an email notification to the user you have assigned to follow up with a review.

Skip Approval and Publish

Selecting Skip Approval and Publish will bypass the approval stage and publish the draft without the need of review from your administrator. This comes in handy if you are working solo on an email or making an email for testing purposes.

Awaiting Approval

A locked draft

A draft awaiting approval is Locked. No changes or edits can be made.

Draft Approved!

A published draft

When the draft is approved it becomes Published and is locked, preventing further changes. It is now available to export through a direct ESP integration, be downloaded in your preferred language, or sync'd in the Dyspatch API. Learn more about Exporting an Email.

To make changes to a published email, create a new duplicate draft, make your edits, and begin the review process again.

Rollback to Republish the Previous Draft

If you have found there is an issue with the recently published draft, you can quickly rollback the draft to a previously approved published draft.

To make changes to the reverted draft, you will want to duplicate that draft to create an in progress version. You can then make any revisions to this draft and go through the approval workflow.

To read more about using rollback check out our article on how to rollback to a previous draft.

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