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Review and approvals

One place for every decision waiting on you. Vizzy drafts. You decide what goes out.

A few minutes a day · Admins · Whenever Review shows a count

Before you start

  • Admin access to your brand
  • For AI lines: a connected product that sends an insight for each person

This unlocks

  • Vizzy's drafts going live, once you've checked them
  • Personal AI lines in your journey emails
AI lines have a deadline. They appear about 12 hours before their email is due, and anything you don't decide in time goes out as the standard version.

What lands in Review

Open Review in the sidebar. Each item links to where you act on it.

  • AI lines for upcoming emails: personal lines waiting for approval.
  • Posts that need you: scheduled posts that couldn't publish.
  • Connection problems: your product's context endpoint keeps failing.
  • Drafts from Vizzy: journeys, welcome emails, invite waves and content plans.
  • Learned from your repo: steps, events and facts to accept into your catalog.
  • Brand map suggestions and Content waiting for approval.

Check Vizzy's drafts

Vizzy only ever saves drafts. It never publishes a journey, sends an invite or turns anything on. That stays with you.

  1. Under Drafts from Vizzy, press Open.
  2. Read the draft and change anything you like.
  3. When you're happy, publish it, send it or approve it on that page. It then leaves Review.

Approve AI lines

An email in a product journey can carry one personal line, written from that person's own results. Turn it on per email: on the journey's Content tab, set AI line to Reviewed. Numbers only ever come from your product's insight. The AI line can't add any.

  1. In Review, start with AI lines for upcoming emails. It always comes first.
  2. Read the product's insight and the AI line after it. Press Preview to see the whole email.
  3. Edit the line or the subject if you need to.
  4. Press Approve (Save & approve after an edit). Or choose Use standard version or Skip this email.

An approved line goes out only if the insight is still current and the line still passes the checks. Otherwise the standard version sends. If a line is marked backfill, nothing sends to that person unless you approve it or choose the standard version.

Check it worked

  • When everything is handled, Review says "Nothing needs you right now."
  • The count next to Review in the sidebar goes down.
  • On the AI lines' Decided tab, each line shows what happened, such as "Sent with the AI line".

If you see this

If you seeWhat to do
"Nothing waiting. New lines appear about 12 hours before their email is due."Nothing to do yet. Lines only appear for emails with AI line set to Reviewed.
"That one's too close to its send time"The deadline has passed. That email goes out as the standard version.
"no decision before the send"Shown on the Decided tab. Nobody decided in time, so the standard version went out.
"the product had no insight for this person"Your product sent no insight for them, so the standard version went out. Ask your developer, and see Connect your product.
"Your product's context endpoint keeps failing"Open the product from Connection problems and fix the endpoint with your developer. Until then, AI lines fall back to the standard version.
"AI lines are switched off"Whoever runs your YouGrow has switched AI lines off. Emails send as the standard version until they're back on.

Next: One person's view