{Template 2} Email Approval shows how to add an approval process to {Template 1} My First Workflow. This could be a sales response scenario where a seller requests that an email be sent to a potential customer with their customized introduction. The email requires approval as it may include detailed specifications or discount offers that are only offered to select customers.
A similar manual approval process would tend to be inconsistent as each request and reply would be handled in a slightly different manner. This can result in lost time, missed opportunities and false starts.
With an automated system based on this template, you can create a consistent process where each request for information is met with a best practice response. From here you can add a couple actions and connectors to create a quick prototype of almost any forms-based approval process.
The Basic Workflow
This workflow supports an online “Request to send information” by collecting a recipient email address and message, as well as a reviewer’s email address. If the reviewer approves, the workflow sends the message to the recipient.
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Quick-start with {Template 2} Email Approval
- Open {Template 2} Email Approval from the Dashboard
- Select Publish and copy the URL for the form
- Test your workflow:
- Enter a message and two email addresses in the form and click Submit
- Reply to the Request for approval to send a message… email with Approve or Reject
Verify that you received the correct email response to your reply
- Repeat the process and select the alternative response
For detailed instructions on configuring and publishing your workflow follow this guide in the product documentation.
Other Single-reviewer Workflow Templates
The following Workflow templates are available from Nintex Xchange:
- Lead Generation and Qualification with 1 Reviewer and Nintex Workflow for Salesforce
- Lead Generation and Qualification with 1 Reviewer and a Website or Mobile Form
Related information
- For advice on solving business problems, see the Nintex Workflow Cloud How-To page in community
- For detailed guidance on using Nintex Workflow Cloud, see the product documentation
- For additional workflow templates, visit the Nintex Xchange
- See what’s possible with Nintex workflows at Nintex.com
- Visit the Nintex Workflow Cloud community to ask questions, view discussions, and read blogs
- Sign up for instructor-led training on Nintex Workflow Cloud from our partners
- For personal help debugging your workflows, contact Nintex Support