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Core FeaturesTemplatesExternal TemplatesSMS Templates

Create an Approval Request for SMS

Approval requests let your team review an SMS External Template internally before it’s submitted to DLT. This page covers what’s specific to SMS external templates. For how approvals work in general, see Approval Workflow.

How it works

  1. You create or edit a template and submit it for approval. Its status changes to Pending Approval.
  2. The request goes to the approvers you select.
  3. Each approver approves or rejects the request.
  4. When the minimum number of approvals is reached, the template is marked Approved and submitted to DLT, either automatically or manually.
What’s different for SMS external templatesDetails
Only drafts can be submittedOnly templates in Draft status can be edited and submitted for approval. Approved templates can’t be changed.
Approval comes before DLTOnce approvals are on, every template must be approved before it can be sent to DLT.
Sending to DLTThe template can be sent to DLT automatically on approval, by an approver, or later by the requester. See Sending the template to DLT.

Before you start

Enable approval requests for SMS external templates. When you set it up, you choose the reviewers and the minimum number of approvals a template needs.

Create an approval request

1

Click Send to Provider

Open the template and click Send to Provider. The request creation pop-up opens.

2

Select approvers

In Select Approvers, choose one or more approvers. You need at least the minimum number of approvals set for your workspace.

3

Add a message (optional)

Add context for the approvers. Approvers see it while they review, and it’s kept as a record of the decision.

4

Choose how to send to DLT

Select Send to Provider on Approval to submit the template to DLT automatically once it’s approved. Leave it cleared to submit it manually later.

5

Click Request

The template moves to Pending Approval, and a banner shows the status of the request.

Sending the template to DLT

The template is submitted to DLT automatically as soon as it gets the minimum number of approvals. This suits teams that handle a high volume of templates.

Review a request

Approvers review requests independently. A request is approved only once it has the minimum number of approvals.

  1. Open the template with the pending request.
  2. Click Approve.
  3. Add a message (optional).
  4. To send the template to DLT now, select Send to Provider on Approval.
  5. Click Approve or Approve and Send.

Your approval is recorded. If the request now has enough approvals, it’s complete, and the template is sent to DLT based on its submission setting.

All approval messages and decisions are recorded, so you have a full audit trail of who approved or rejected each template, and why.

When to use approval requests

ScenarioHow approvals help
Compliance reviewsMake sure templates meet regulatory and formatting rules before they’re submitted to DLT.
Cross-team approvalsLet marketing create templates while legal or compliance review and approve them.
Error preventionStop incorrect or unverified content from being submitted to DLT.
Audit and accountabilityKeep a record of who approved or rejected each template, with their comments.