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Email

Request approval to send a marketing email (BETA)

Last updated: June 13, 2022

In Beta

Applies to:

Marketing Hub Enterprise

To streamline coordination between marketing email designers and other users in your HubSpot account, you can turn on email approval requests, which will automatically notify stakeholders and prompt them to review the email before it can be sent.

How approval works

  • Once turned on, approval will be required for users who are not super admins in your HubSpot account. Any super admins can bypass email approval.
  • Each email can only have one active requester and approver.

Turn on email approval requests

To turn on approval requests:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to MarketingEmail.
  • On the Configuration tab, click Approvals.
  • Click to toggle the Add approvals to all marketing emails switch on.

toggle-marketing-email-approval

Request an approval on an email

If you're designing a marketing email and you want to request a review:

  • In your HubSpot account, navigate to Marketing > Email.
  • In the top right, click Create email, or click the name of an existing email.
  • When you're done designing your email, click Request approval in the top right of the editor.
  • In the dialog box, click the Approver dropdown menu, then select a user that you want to review and approve your email. You can optionally include a message to the approver.
  • Click Request approval.

 

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