In this article:
- Approve blocks in Automation canvas
Log into the Patch portal, and go to the 'Automations' module
From a duplicated automation - all blocks added to the Automation Canvas will be in an 'Unapproved' state.
Also, a block can be SAVED without marking it as APPROVED to allow for the stakeholder or decision maker within the business to come in and approve at a later time.
When you open the Customer Journey you will see a yellow bar above each block that indicates the block needs approval. Click on the yellow 'Approve' bar to confirm.
If there is no yellow bar above the block then it was previously approved.
Please note you cannot 'Unapprove' a block or switch between statuses. A Customer Journey can be enabled with an unapproved block(s) in order to account for different processes and workflows between businesses.
Customer Support
If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.