Examples

Example 1: A Newsletter for a SaaS Client

You manage email for a SaaS client and want a newsletter about a new reporting view. Your agency has outbound email turned on and Brand checking set to Warn, which Send Now needs (see Example 4 for what happens otherwise).

Step 1: Create the draft. On the Email page, you choose New Email. You enter the topic ("what the new reporting view shows operations managers"), choose the client's brand, set the audience to "marketing directors," and write the call-to-action text "Book a 15-minute walkthrough" with the booking link. You leave the full pass on and choose Generate Email.

Step 2: The draft arrives. The draft appears under Awaiting Review. If Slack is set up for the agent, the card is posted too:

Subject: What the new reporting view shows you in 60 seconds Preheader: Book a 15-minute walkthrough and see your own numbers in a new light.

Most dashboards tell you what happened. This one tells you what to do next.

We rebuilt the reporting view around the three questions marketing directors ask most: which campaigns closed revenue, where prospects drop off, and what is worth repeating...

Step 3: Review. You open the draft with Edit and tighten the second paragraph. Then you choose Regenerate Subject because the first line feels flat, and pick up the new subject.

Step 4: Test and approve. You enter your own address and choose Test Send to check how it looks. It looks right, so you choose Approve. The draft is now marked approved. Nothing has been sent to the list.

Step 5: Send. You paste the recipient addresses, choose Save Recipients, and choose Send Now. The card, if there is one, changes to a sent status that shows a fingerprint of the recipients instead of the addresses.

Example 2: A Draft Blocked by the Brand Check

Your agency has Brand checking set to Enforce. You ask for a newsletter that quotes a performance figure.

Step 1: Draft and approve. The draft is written as asked. You choose Approve.

Step 2: The check runs. Because approving is when the check runs, the draft is held as blocked. The card changes to "blocked by compliance," and the draft shows the flag: a specific return figure needs verification and disclosure language.

Step 3: Fix and approve again. You edit the body to remove the figure and describe the review process instead, then choose Approve again. The check passes and the draft is marked approved.

Step 4: Send. You save recipients and choose Send Now, as in the first example.

If you had believed the flag was wrong, you would have asked an administrator to review it. Only someone with permission to approve exceptions can approve a blocked draft as it stands, and the override is recorded with their reason.

Example 3: A Draft Created From a Campaign Plan

A campaign plan from Marketing Strategist includes an announcement email.

Step 1: Open the record. On the Email page you find a new draft with the topic and brief from the plan, but no subject or body yet.

Step 2: Write it. You open the draft and choose Regenerate Subject, then Regenerate Body. The writer drafts both from the brief.

Step 3: Review and approve. You read it, change the call to action to match the campaign's offer, and choose Approve.

Example 4: Send Is Refused

You approve a draft, save recipients, and choose Send Now. The page shows that the send was refused.

Step 1: Read the reason. The message says either that the brand check has not cleared the draft, or that outbound email is disabled.

Step 2: Fix the cause. For the first message, make an edit to the draft that addresses the check's flags, then approve it again. Any edit sends an approved draft back to review, so the check runs on the new approval. For the second, outbound email has to be turned on for the agency. That is a deliberate decision made by the agency, not something the agent can switch on.