> ## Documentation Index
> Fetch the complete documentation index at: https://docs.b2bsignals.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals

> Check, edit and approve campaign messages before they go out, approve several at once, add a missing name and handle a name that changed.

Approvals is where you say yes to messages before they go out. Find it at **Campaigns › Approvals**, under **To approve**. A message waiting here doesn't send until you approve it.

## Choose how much you check

Set this per campaign in **Settings**, under **Approvals**.

| Mode | What you check |
| - | - |
| **Every message** | Each draft waits until you OK it. |
| **Once per person** | You see everything one person will get and approve it in one go. Then it runs on its own. |
| **First message only** | You check the first message. Follow-ups send on their own. |
| **Autopilot** | No checks. Messages send without your approval, and it only sends text you wrote. |

**First message only** is under **Other ways**, which also lets one step follow its own rule: **Same as the campaign**, **Check every message** or **Send without checking**. A **Check first** step holds the next step for your OK in any mode.

Backup text waits for a person even on Autopilot.

**Every message** covers every AI-written message that hasn't been sent yet, including messages for people who are already in the campaign. If you change a campaign to **Every message**, those messages wait for you from then on.

**Once per person** approves a person's whole plan in one go. That approval carries forward only while the campaign stays in **Once per person**. If you change the mode, the person's next messages are checked by the new mode.

A step with your own text has nothing written by AI, so it goes out without approval. An invite without a note has no text to check either, so in **Every message** and **First message only** it goes out without waiting for you. **Settings** says "Invites without a note go out without approval. There is nothing to read." The draft's Overview, the launch dialog and **Add to a campaign** say it too.

## Approve a message

**1. Open the queue**

Messages are grouped by campaign, then by step. Sort by **Best first** or **Oldest first**, and narrow it with **All campaigns**.

**2. Read it**

Open a message. It shows the sender, the language and what comes next.

**3. Change it if you want**

Type over the text, or use **Shorter**, **Friendlier**, **Mention their post** (when the reason is a post), or tell it what to change. **Back to the original** undoes your edits. Edits save when you approve.

**4. Approve**

Click **Approve**. Under Once per person the button approves everything for that person. You get an Undo for 12 seconds.

Approving doesn't send it this second. It goes out inside the schedule and the sender's limits. The footer tells you when today's limit is reached and it will go out tomorrow. If the campaign is paused, approved messages go out after you resume.

Other actions on a message:

| Action | What happens |
| - | - |
| **Skip step** | Nothing is sent for this step and they go on to the next. You can't undo this. |
| **Write it again** | AI rewrites it, and it comes back here when ready. On a paused campaign it's written once the campaign is running. |
| **Pause for this person** | They keep their place and continue when you resume them. |
| **Remove from campaign** | They get nothing more from this campaign. Their history stays on their page. |

On a keyboard, open a message and press A to approve, E to edit and S to skip. Press ? for the list. On a phone, you review one at a time and swipe right to approve, left for later.

![Approvals on a phone with the Approve 7 messages bar at the bottom](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/campaigns/approvals-phone.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=d5d547d06716417fa1780693ed094511)

On a phone, the bar at the bottom opens the one-at-a-time review.

## Approve several

**1. Turn on selecting**

Click **Select**, then tick the people you want. **Select all** ticks a whole step. Click **Done** to leave.

**2. Approve**

Click the button with the count, like "Approve 8 messages" or, under Once per person, "Approve 8 people".

**3. Check what was left out**

A banner lists anyone not approved, with the reason. You get an Undo for what was approved. If some had already started going out, Undo says how many it took back.

![Approvals queue with Select on, three people ticked and the Approve 3 messages bar](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/campaigns/approvals-select.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=9a8578cd86715a5e60e23229a0570b82)

With Select on, tick people one by one or use Select all for a step. The bar at the bottom approves them in one go.

**Approve all in this step** does the same without ticking anyone.

Some messages are never approved in a batch. The queue says how many need a look first, and you approve those one by one:

| Why it's left out | What to do |
| - | - |
| Their name changed after this was written | [Check the name](#when-a-name-changes) |
| We couldn't identify the person | [Add a name](#add-a-missing-name) |
| Backup text, written without AI | Write it again or edit it |
| Longer than the step's limit | Shorten it |
| It was already handled, or is no longer there | Nothing. The list updates. |

## Add a missing name

Sometimes we can't tell who a message is for. The card says "We couldn't identify the person on this one", and it can't be approved.

Type their real name in **Their name** and click **Save name**. A LinkedIn address or a company's name is refused. The message isn't rewritten when you save, so it now needs the check below.

If there's no person to name at all, remove it from the campaign's **People** tab.

## When a name changes

If someone's name was added or changed after their message was written, the greeting may be wrong. The message is held and can't go out until you decide.

![A held message with the name-change notice and the Write it again and Keep as written buttons](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/campaigns/approvals-name-check.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=260cb05b8dbe1fbba09d8c9dc64c557d)

Approve stays off until you write it again, edit it or keep it as written.

| Button | What it does |
| - | - |
| **Write it again** | AI rewrites the message with the new name. |
| **Keep as written** | The text stays as it is and you can approve it. |
| Edit the text | Your edit counts as checking it. |

## When a message can't be approved yet

| What you see | What to do |
| - | - |
| "We couldn't write this one right now. It is held, not sent." | **Write it** yourself, or **Try again** in a few minutes. An untouched draft stays held. |
| "This is your backup text" | It's your own text, used because AI was unavailable. It only goes out if you approve it. |
| "Some of these messages were written without AI" | Write them again before approving. |
| A character count over the limit | Shorten it to the step's limit. |
| "Worth a look" | A note about the text: it's over the step's limit, which you have to fix, or it uses a word your writing rules avoid. |
| The sender is paused or needs reconnecting | You can approve it. It goes out once the sender is back. |
| A colleague at their company is already contacted | It goes out once the company's weekly limit allows. |

## From an email link

A digest email can link to one message, which opens by itself with **Show everything waiting** above it. If it says "We couldn't find that message", it may have been approved, skipped or taken out of the campaign, or it may be in another workspace. Try **Look in another workspace**.

## Related

> [card] [Upcoming sends](https://docs.b2bsignals.ai/campaigns/upcoming-sends.md)
>
> What's lined up after you approve.

> [card] [Manual sends](https://docs.b2bsignals.ai/campaigns/manual-sends.md)
>
> Messages you send on LinkedIn yourself.

> [card] [Steps and messages](https://docs.b2bsignals.ai/campaigns/steps-and-messages.md)
>
> AI text, your own text and per-step rules.

> [card] [Notifications](https://docs.b2bsignals.ai/settings/notifications.md)
>
> Get told when messages are waiting.


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