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Last updated: January 20, 2023
|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.
Once turned on, approval will be required for all users except super admins in your HubSpot account. Super admins can still optionally request approval from other users in your account.
If you want to test out the email approval process without interrupting other users in your account from publishing emails normally, you can turn on email approvals in a standard sandbox account.
To turn on approval requests, a super admin in your account must do the following:
After you've turned on marketing approvals, all super admins in your account will automatically have permission to approve marketing emails by default. You can also grant permission to other users in your account to approve marketing emails.
To grant email approval permission to users who aren't super admins:
You can also add the Approve content permission to a permission set. Learn more about how to create and manage permission sets.
After you've turned marketing email approval on and configured who can grant approval, other users in your account can request approval for an email in the Review and send panel of the email editor. You can also request approval, view approval activity, or approve an email using the collaboration sidebar.
If you're designing a marketing email and you want to request a review:
After requesting an approval, you can review and manage an email's approval status from your collaboration sidebar. You can also use the collaboration sidebar to add comments to your email during the approval process. Learn more about using the collaboration sidebar.
To review and manage your approvals with the collaboration sidebar:
If you need to fully restart the approval process, you can recall an approval and request approval again after you've made your changes.
To recall an approval:
If you navigate to the marketing email index page, you can review the approval status of your emails under the Approval status column. If the column isn't present on the page, you can click Manage columns, then select the Approval status checkbox to add it to the index page columns.
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