No single-person send
The rate-update email cannot reach three thousand customers on a junior marketer's word alone — a designated approver has to explicitly review and sign off first, adding a second, more senior check.
Coming soonEmail Marketing Specialist
Require sign-off before a send goes out
A business with more than one person touching marketing (an owner and a hired marketer, or an agency and its client) gets a review step so nothing goes to the full list without the right person's approval.
Works with
What it does
How Patri handles this
Patri lets a draft campaign be submitted for review, notifies the designated approver, and blocks the send action until that approver explicitly signs off. The approval history is kept with the campaign so it is clear who approved what and when.
An agency managing WhatsApp and email campaigns for a banking-finance client has a junior marketer drafting the monthly rate-update email, and until now the only thing standing between a draft and three thousand customers receiving it has been that marketer's own judgement about whether the wording is compliant enough to go out — which is a lot of trust to place on one person for a regulated communication with real consequences if it reads wrong.
Multi-user approval workflow adds a required sign-off step before a send can happen. A draft campaign is submitted for review, the designated approver — the account manager, the compliance lead — is notified, and the send action stays blocked until that specific person explicitly approves it. The full approval history, including who approved what and when, stays attached to the campaign permanently.
Where require sign-off before a send goes out happens
Patri runs this directly on the platforms your customers already use — no separate app for them to install.
- Gmail
- MailChimp
- Brevo
- SendGrid
How it works
Step by step
- 01
A draft is submitted for review
Once a campaign is ready, it is submitted for approval rather than sent directly, moving it into a pending state that the send action itself will not proceed past without further action from someone else.
- 02
The designated approver is notified
Whoever is set as the approver for that campaign or workspace gets notified that a draft is waiting, through the product's own notification channel, so review does not depend on someone happening to check in on their own accord.
- 03
The send stays blocked until sign-off
The send action checks for an approved status directly, and there is no way to trigger a send on a campaign requiring approval without that status actually being set first by the designated person reviewing it.
- 04
A full approval history is kept
Every submission, approval, rejection and comment is recorded permanently against that specific campaign, so it stays clear afterward exactly who approved what and when, for as long as that particular record exists at all, indefinitely.
Why it matters
What you get out of it
Review does not need reminding
The approver is notified automatically the moment a draft is ready, so getting sign-off does not rely on the marketer remembering to separately flag it to someone busy with other things.
A record of every approval
The permanent approval history means a later question about why a specific campaign went out, and who signed off on it, has a real answer on file rather than relying on anyone's memory.
The detail
What to know before you rely on it
The safeguard only holds if it cannot be routed around, which is why the check lives at the send endpoint rather than as a separate gate upstream. A campaign configured to require approval is checked for an approved status at the exact moment a send is attempted, so there is no alternate path — no direct API call, no different button — that skips the requirement by reaching the send action a different way. An approval step bypassed by a careless attempt to send directly would not really be a safeguard, just a suggestion.
Who gets designated as the approver matters as much as the mechanism itself. For a banking-finance or health-wellness client, the approver realistically needs to understand the regulatory sensitivity of what they are reviewing — a rate change, a health claim — not simply hold a senior title without the context to catch what needs catching in a compliance-sensitive read. An agency assigning approval as a formality, without genuinely reviewing the compliance-relevant details, gets the audit trail without the actual protection the step is meant to add.
The reminder mechanism exists because a pending approval sitting untouched for days is its own kind of failure — a campaign stuck waiting on a distracted approver delays a time-sensitive send just as surely as an outright rejection would, and a business relying on approval needs the approver actually available and responsive, not simply designated on paper. A configurable nudge after a set delay helps, but does not substitute for choosing an approver with realistic time to give the review it is meant to receive.
Industry use cases
Where this earns its keep
4 industries where Patri applies this directly.
Patri nurtures inbound leads with a multi-step sequence tied to lead source and engagement level, and a require-approval step keeps outbound tone consistent before anything reaches a prospect's inbox.
A software reseller captures demo requests through a signup form; Patri enrolls each lead in a welcome-and-nurture automation while the sales manager reviews and approves the first broadcast to a larger prospect list before it sends.
See the b2b sales playbookPatri sends compliant, opt-in-only product update and rate-change emails, with an approval step and DPDP-aligned consent records to satisfy internal audit requirements.
A regional NBFC branch collects customer email consent at account opening; Patri stores that consent record and later sends a fixed-deposit rate update only to customers whose consent record is on file, routed through a manager approval step first.
See the banking and finance playbookPatri gives an agency a shared approval workflow and per-client segmentation so campaigns for multiple clients can be drafted, reviewed and sent from one workspace without mixing lists.
An agency managing five retail clients keeps each client's contact list and consent records separate in Patri, with every draft campaign routed through the account manager's approval before it reaches that client's subscribers.
See the marketing agencies playbookPatri nurtures property inquiries with a timed follow-up sequence and requires approval before any campaign reaches a broader buyer list.
A brokerage captures site-visit inquiries through a signup form; Patri enrolls each inquiry in a nurture sequence that shares similar listings over the following weeks, while a broadcast to the full buyer list still needs the principal broker's sign-off.
See the real estate playbookMore from Patri
Everything else it handles
Draft and send email campaigns
The business gets a professional-looking email out to its list without hiring a designer or writing code.
Learn moreTarget the right subscribers
The business sends fewer, more relevant emails and avoids annoying subscribers who do not care about a given message.
Learn moreSet up automated email sequences
The business nurtures leads and customers on autopilot — a welcome series, a re-engagement sequence — without anyone remembering to hit send each day.
Learn moreGreet new subscribers automatically
New subscribers and customers get an immediate, on-brand introduction instead of silence after they sign up.
Learn moreRecover lost sales and drop-offs
The business wins back revenue and engagement from people who started something (a cart, a booking, an inquiry) and did not finish.
Learn moreTest subject lines and content before a full send
The business finds out which subject line or message performs better before committing the whole list to one version.
Learn moreQuestions
Straight answers.
Can someone bypass the approval requirement and send the campaign directly?
No — the send action itself checks for an approved status on any campaign configured to require approval, and that check happens at the moment a send is attempted, not as a separate step earlier in the process that could be skipped. There is no alternate route to sending that gets around this requirement once a campaign is set to need approval from someone.
What happens if the designated approver does not respond for several days?
A configurable reminder nudges a pending approver after a set delay, but the campaign genuinely stays blocked from sending until that person actually reviews and signs off — there is no automatic timeout that approves it on their behalf if they simply do not respond in time. A time-sensitive campaign needs an approver who is realistically available to review it promptly, not just designated as a formality on paper.
Can we see who approved a specific campaign after the fact, and when?
Yes — every submission, approval, rejection and comment is kept as a permanent record attached to that campaign, so a later question about who signed off on a specific send, and exactly when, has a real answer rather than relying on anyone's recollection of what happened months later, once memories have naturally faded from view entirely, as they inevitably do over time.
Does requiring approval slow down every single campaign we send?
Only campaigns actually configured to require it — approval can be set per campaign or per workspace default, so a routine, low-stakes send does not need to wait on a review step that a regulated or high-stakes campaign genuinely benefits from having. The business decides where the extra step is worth the delay and where it plainly is not worth adding.
The rest of your stack
It plugs into what you already run.
Patri connects to your tools
No rip-and-replace — require sign-off before a send goes out works alongside the systems already running your business.
- Shopify
- WooCommerce
- Zoho
- Google Sheets
- HubSpot
- Salesforce
- Typeform
- Zapier
- Airtable
- Stripe
Coming soon