Plan Approval - Produce email approvals

Introduction

HTML Template Approvals enables HTML email documents created in Produce to be submitted directly into Plan approval projects.

This closes a major gap where email approvals were handled separately from broader marketing workflows.

Now, HTML emails can be reviewed, versioned, tracked, and approved alongside other campaign assets - creating one unified workflow, clearer visibility for project managers, and centralized feedback for reviewers.

How it works

1. Sending emails for approval

• Only templates with Advanced workflow enabled can be sent to Plan

• Users submit HTML documents manually to start the approval process

• Submitted documents appear in Plan with Pending Review status, ready for reviewers

Requesting review for email document in Produce

2. Reviewing Email templates

Email document specifics

• Always single-page, often tall/scrollable layouts

• Users scroll to navigate the content

• Only one size per template

• HTML emails are responsive, so layout shifts between devices

Device switcher

• To simulate how the email appears across devices:

• A mobile / tablet / desktop switcher adjusts the screen width

• Reviewers can switch views to check layout behavior

• Users can leave separate comments and annotations per device type to ensure the email works across multiple screens

Selecting the device-view type for reviewed document in Plan Approvals

3. Versioning

• If changes are requested, the Initiator edits the HTML in Produce and resubmits

• Each submission creates a new version in Plan, allowing reviewers to compare changes

Switching versions to compare changes made on the review email document