Create Approval Processes for Email Drafts
- Enable draft emails.Thoughyou can create approval processes for email messages without thisstep, those processes won’t be triggered until your organizationhas email drafts available.
- Create a send action.Send actions ensure that email messages are sent oncethey’ve been approved.
- Create approval processes.Be sure to chooseEmail Message from the Manage Approval Processes For: drop-down list.
- To give certain users, such as senior support agents, theability to choose whether to submit an email message for approvalor simply send the message, assign them to a profile that has the Bypass Email Approval permission selected.