Agree with the above. To repeat what was discussed from the previous thread…
We would like a notification feature. For example:
- The person who drafted the social receives a notification when it’s been approved
- When the social is drafted, the reviewer receives a notification that it’s in there for review
We have a unique situation here because compliance reviews all of our posts before they are released to the masses but we really need a straightforward system w/ notifications setup, like a workflow.
As for notifications:
Instead of having to email colleagues that a post is available for review, I much rather have it all in HubSpot as a workflow instead of having to remember to email folks to review, etc. You could also give your users the option of turning on notifications or not, and the frequency, so then it’s up to your clients to decide what works best for them, because there definitely isn’t a one size fits all when it comes to how businesses run. For example, we don’t have tons of social here like probably some of your other clients, but we would like to up our cadence to 10-ish posts per week.
For notifications, ideally:
- Drafter creates the post and selects the user(s) that should be notified that it is ready for review, and a notification is sent to the reviewer(s) (I made it plural because someone could be out of the office and you may not know). Would be great if this was a “sticky” field so it just kept the reviewers names in there for future, or you could set a default.
- Reviewer approves the post and the drafter receives notification that it’s been approved OR sent back for editing, with a field to leave comments on what the issue is and why it’s not approved.
I think a lot of us want a one-stop shop using HubSpot, so if notifications can be turned on here or more of a workflow structure, that would be really perfect.
We have tested HubSpot social but the way it’s setup right now doesn’t necessarily work for my compliance team.
Regarding the below mockup:
- What would be the order in which the posts would appear? Thinking the “publish date and time” should appear in this view so the reviewer knows what’s a top priority for approval???
- When the reviewer clicks on a post, is that where they see the post in its entirety with more detail - like the 4 images that show for the second post, the video, publish date/time, etc.? Guessing that’s where they could click “approve” and it publishs on the day/time or “not approved” w/ their reasoning and it sits in queue for the creator to edit (if that functionality would be available).
- Using this example, where it says “Review drafts” would that be where you could see all 6 posts?
- Some of your users may prefer “There are social posts that need your review” (instead of staying approval - either works for us).
Thanks!
Jaime
