Social Media Post Approval Process or Workflow

The only thing stopping us from getting rid of SpredFast and using Hubspot completely is the Social Media Post approval process. We work in an environment where content, even social posts of certain kinds, need to be approved. It would be nice to an approval process capability in HubSpot to do just this. Person A writes a post, Person B gets a notification that an approval is pending, B can approve or deny.

28 Replies
ctyriver
Occasional Contributor

So glad to see this is in progress! I would also suggest that the process should include the following: if approved, the post should go live; if denied, the "approver" should be given the opportunity to suggest changes in the chain of communications. Smiley Wink

Community Manager
Community Manager
updated to: Needs Detail

Hey @ctyriver for further context, could you outlien which users in your team use the Social Publishng tool and what their role/permissions are?

trishgofast
New Contributor

this would be so helpful, especially since we have interns. 

809CharlieTango
Regular Contributor

Yes. My boss is also looking for something like this. There has to be an approval process for her to be able to check and make a decision before it is published. I feel like HubSpot is trying to be everything to everyone and not have a lot of functionality in these aspects. Would be great if HubSot could have an approval process implemented by Monday June 19, 2017

pmalfara
New Contributor

This would be a fantastic feature so we could move our post creation process directly into hubspot.

eoswald
Regular Contributor

This feature is long overdue. I work with a range of content creators who should not have carte blanche access to post to a company social media platforms.

 

  • Internal Marketing staff
  • Outside Marketing Agencies
  • Marketing Interns
  • Freelanceers
  • Non-Marketing Staff

Hubspot allows for users to be able to write, but not publish, emails, blog posts, and landing pages but not social posts. Social posts, which could potentially be the most damaging for a company to have published with out the proper process, have only an on/off permission. 

DavidSequelVCFO
New Contributor

Hi,

We would love to use this for marketing through a franchise network. Where head office can load up and propose comments for approval and allocate to franchisees to approve the post on their social media. 

 

 

brianserocke
New Contributor

I agree that this feature should be a priority to add to the platform. Especially as it pertains to the agency setting, there are many cases where our clients want to review and approve the planned social posts prior to them being published. The client will be notified by email if there are posts awaiting his or her approval. He or she will be able to approve the post or request revisions. The agency user is then notified of the request for revisions and can make changes before resubmitting for approval. Once the post is approved, it would be published at its scheduled time.

 

We're currently using Gain for this process but it would be strongly preferred to add this functionality to HubSpot so we can keep it all in one place.

 

Thanks.

jnix284
Esteemed Contributor

@roisinkirby because of the change to users/teams and not having roles to define the permissions, our team would have super admin/marketing manager approving and marketing team to submit. Looking at the new interface, if there was a read, write, approve, publish check box, the team could have read, write, publish, checked and if approve is checked on a management user, it would require all published to have approval checked before going out. If no one has approve checked and publish is checked on any user, it would skip the approve step. Could be as simple as having the post routed to the person with approve checked with a simple check box that says 'approved' or 'rejected' and then prompts for comments when rejected selected.

lallocca
New Member

We need this....