If a sequence step is set to Ask me first, its email waits on the Emails to approve page until you approve it. Open the page, click a row to read or edit the email, and approve it.
How it works
- In the sequence builder, set an email step to Ask me first.
- When a lead reaches that step, the email is written and waits for you instead of sending.
- Open the Emails to approve page. It has a link back to Sequences, and it says "These sequence emails wait for you."
- Click a row to read or edit the email first.
- Approve it.
Approving keeps the planned send time. Anything already past due goes out right away.
When the page is empty
An empty page says All caught up and "Emails from steps set to Ask me first show up here". Nothing is waiting.
If it did not work
An email I expected is missing. Check that its step is set to Ask me first, and that the lead has reached that step. See How to put leads on a sequence and track their progress.
A past due email went out as soon as I approved it. That is expected. Approving a past due email sends it right away.
I do not want to approve emails. Change the step so it does not ask first.