Getting started

Step One: Invite Team Members

Step Two: Assign your free plans

  • Once team members have accepted your invite, they will appear on the "Members" page ready to assign a plan.
  • Click the dropdown menu next to the member's name and select an Approval plan to assign them.

Get started with approval

P.S. If you are a larger team and require more Approval plans, please get in touch.

Step Three: Upload a design from Mail Designer 365

Approval is the natural next step for your Mail Designer 365 workflow:

  • Designers can build an email design in the Mail Designer 365 App
  • Then, upload design drafts from the app to Mail Designer 365 Approval to share with your team members.

Important: Please note that Mail Designer 365 Approval is a standalone, web-based product designed to allow non-designers to give feedback on design drafts. Only team members with a Mail Designer 365 App plan can create or edit Design Ideas to upload to Approval.

Step Four: Discuss the design with your team on the web

  • Invite your new team members to give feedback and discuss designs.
  • Approve or decline drafts on any device.

Get started with approval

We want to hear from you!

Our team is always on hand ready to listen or lend a helping hand. If you have any feedback to share with us about your experience with Approval, or just need some extra help getting set up, get in touch!