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Email

Request approval to send a marketing email (BETA)

Last updated: November 2, 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.

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.

Turn on email approval requests

To turn on approval requests, a super admin in your account must do the following:

  • 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

Grant approver permission to other users

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:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar, click Users and teams.
  • Hover over a user, then click the Actions dropdown menu. Select Edit.
  • In the right panel, click the Account tab.
  • Under Settings access, click Settings to expand the section, then click to toggle the Approve content switch on.

approve-marketing-email-content-permission-setting

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.

Request an approval in the email editor

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 up to 10 users that you want to review and approve your email. If you select multiple approvers, they all must approve your email before you can publish it.
  • Enter an optional message that will be included in the approval request notification.
  • Click Request approval.

updated-email-approval-dialog-box-1

Manage your approvals with the collaboration sidebar

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:

  • In your HubSpot account, navigate to Marketing > Email.
  • Hover over your email and click Edit.  
  • In the top right, click the approvals approvals icon. If an approval has been requested, one of the following approval statuses will be displayed:
    • Pending approval: the email is waiting on approval. Other users, including super admins, will not be able to publish and send the marketing email.  
    • Approved: the marketing email has been approved and can be sent. 
    • Approval recalled: the approval has been recalled by the user who initially requested the approval. 
  • To approve an email:
    • Click Approve.
    • In the dialog box,  enter a message. This message will be displayed in the approval notification. 
    • To request changes to the email, click on Request changes. In the comments tab, you can add comments to provide additional context. You can also @mention your teammates, which will notify them that 

Recall an email approval

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:

  • In your HubSpot account, navigate to Marketing > Email.
  • Hover over the email you want to recall approval for, then click Edit.
  • In the top right, click Approvals, then select Recall approval.
  • In the dialog box, enter a message to provide context on why you're recalling approval. This message will be included in the notification to all the original approvers.
  • Click Recall approval.

recall-email-approval-dialog-box

Review approvals on the email index page

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.

approval-status-column-on-email-index-page-1

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