Outbox in Deliver is a controlled approval queue for outgoing communications. Instead of sending or scheduling mailings immediately, Slate can route mailings to Outbox so that approved users can review then approve or cancel (“abort”) these messages before they are delivered.

Outbox is especially important for:

• Physical Mailings - Postcards, letters etc. which automatically will get routed to Outbox for approval.

• Mailings that require individual review.

In order to send mailings to Outbox, Deliver Send permissions are required.

Sending a mailing to Outbox

When a user has created a message in Deliver that needs to be approved via Outbox, follow the steps below.

1. Click Send Mailing in the upper right-side menu.

2. Check the Outbox setting to "send to outbox and do not deliver automatically".

3. Fill in all other settings as appropriate.

4. Click Send Mailing.

5. Type SEND in the confirmation pop-up to send the mailing to Outbox.

Approving a mailing in Outbox

Users with the “Deliver Outbox” Permission will have access to review the messages in Outbox, and approve or abort them.

Accessing Outbox

Outbox can be accessed in Deliver  by clicking Outbox in the right-hand side menu. Any mailings needing approval will be listed in rows, and each mailing will display:

• The message method (Email, Postcard, etc.)

• Count of messages to be approved or aborted

• Number of credits used by the messages

• Date stamps of the oldest/newest individual messages within the mailing

Clicking on a message will allow a user to review the message content and choose to approve and deliver the message, or abort the delivery. Use the Search bar to search for individual messages with a mailing awaiting approval.

Approve and Deliver

Upon choosing Approve and Deliver, the message(s) will be queued for immediate delivery.

Abort Delivery

Upon choosing Abort Deliver, the delivery of the message(s) will be aborted. Once the mailing is aborted from Outbox, the mailing will be set to a status of "Completed", and the mailing can be adjusted as needed.

If delivery is aborted, any recipient list query runs will still be present in the mailing's query run history. Once the mailing is adjusted, the run(s) should be deleted if the mailing should be sent to any of these records.