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Governance

Nothing Sends Until the Right Person Approves

Campaigns move from draft to review to approved before a single email goes out. No more finding out after the fact.

EVOX Approval Workflow
How It Works

Draft, review, approve, then it can send.

Every campaign follows the same path. Sending is blocked until an approver with the right permission signs it off.

A rep builds the campaign and submits it

A rep builds the campaign and submits it

The campaign stays in draft until someone submits it for review. Nothing can be sent from a draft.

The reviewer approves or sends it back

Rejections require comments, so the feedback stays on the campaign instead of getting lost in a chat thread.

The reviewer approves or sends it back
Approved campaigns unlock and send

Approved campaigns unlock and send

Once signed off, the campaign can go live. Who approved it and when is recorded permanently.

Why It Matters

Five things that stop going wrong

Copy going out under a brand name should be reviewed by someone accountable. Approvals make that a rule, not a hope.

Service01No More Accidental Sends

No More Accidental Sends

The most common cause of a bad send is someone clicking launch on a campaign that was not finished.

Launch gatedReviewedNo misfires
Service02Clients See Copy Before It Sends

Clients See Copy Before It Sends

For agencies, sending unreviewed copy under a client's brand name is the fastest way to lose the account.

Client reviewPre-launchBrand safe
Service03Feedback Never Gets Lost

Feedback Never Gets Lost

When a reviewer rejects something, they have to say why. That comment stays attached permanently.

Reason requiredSavedNever lost
Service04Only the Right People Can Approve

Only the Right People Can Approve

Approval is a permission tied to a role, not something anyone with an account can do.

Role basedApproversNot everyone
Service05A Permanent Approval Record

A Permanent Approval Record

Every submission, approval, rejection, and comment is written to a permanent log with the person and timestamp.

Full logWho and whenPermanent
Built Into EVOX

A gate, not a suggestion. Sending is genuinely blocked.

This is not a reminder or a checklist someone can skip. An unapproved campaign cannot send, no matter who tries to launch it.

4

Stages: draft to live

7

Roles you can assign

Every

Decision logged forever

Mobile

Approve from anywhere

Good To Know

Two details that make approvals actually work

Most approval processes fail because they slow the team down or the feedback disappears. These two things fix both.

01

Rejections require comments, so feedback lives on the campaign.

A reviewer cannot send something back without saying why. The reason travels with the campaign instead of sitting in a message nobody can find later.

Rejection comment attached to the campaign
02

Reviewers can approve from a phone, so they never become the bottleneck.

Managers approve client copy while travelling. The campaign launches on schedule instead of waiting for someone to get back to a laptop.

Campaign approved from a mobile device

You cannot unsend a bad campaign. You can stop it before it goes out.

01

Sending is genuinely blocked

02

Feedback stays on the campaign

03

Every sign-off recorded

04

Approve on mobile

Questions & answers

Everything you need to know

Common questions about Approval Workflow in EVOX.

What is the Approval Workflow?

It is a required review step before any campaign can send. A campaign moves through four stages: draft, review, approved, and live. Sending is blocked until someone with approval permission signs it off.

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Nothing sends until someone signs it off.

Evox moves every campaign from draft to review to approved, blocks sending until then, and records who cleared it and when.