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.

HubSpot updates
Social Media Post Approval Process or WorkflowHubSpot Product Team
12-10-2018

Hi!

We launched "draft-only" permissions (available in Enterprise) completely and it is out of Beta, so the tag needed updating. Future improvements like a notification for new drafts created would be great to have in a different ideas ticket. 

 

Thanks!

Daria

Social Media Post Approval Process or WorkflowHubSpot Product Team
changed to: Delivered
12-10-2018

Social Media Post Approval Process or WorkflowHubSpot Product Team
changed to: In Beta
08-20-2018

This functionality is now available in Beta for Enterprise portals. If you are interested in this feature, please DM me your portal ID!

Social Media Post Approval Process or WorkflowCommunity Manager
changed to: Idea Submitted
09-20-2017

Social Media Post Approval Process or WorkflowCommunity Manager
changed to: Needs Detail
05-16-2017

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

29 Replies
Community Manager
Community Manager
updated to: Idea Submitted
 
eoswald
Regular Contributor

 Any update on this?

whitneyparker New Contributor | Platinum Partner
New Contributor | Platinum Partner

Please! As a partner agency publishing across many accounts, a workflow tool would be incredible. For now we are using HeyOrca, but to manage complex approvals the HubSpot platform is much more cumbersome and allows room for errors in people publishing.

JaimeC_FL
Occasional Contributor

So glad to see others need this as well. In our industry, everything needs to be reviewed by compliance before we can push out to the masses.  We cannot use the HubSpot social tool because it's missing this workflow functionality.

cjkappen Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

This is such a great suggestion. We use GAIN which is great at managing approval flows but disconnected from the rest of our client's marketing efforts in HubSpot. As a partner agency, seeing this get added would result in us bringing our clients fully into the social tool. Voted up! 

SreeBalaji
Regular Contributor

Yeah, we must need this in HubSpot. Whenever a post is created, which needs to be approved by respective manager before going LIVE. 

 

It is not limited to Social Media Post. We can have this option in all the modules like Landing Pages, Mailers, CTAs & Workflows. So, whenever an asset is created in HubSpot, it can be reviewed my respective manager (or level of approval authorities). If any suggestions, they can revert to the asset creator along with some comments. This will ensure that we are following the proper hierarchy of approvals before going LIVE.

 

Waiting for HubSpot team to respond regarding the current status or timeline to get this feature.

alice_kcm
New Contributor

@SreeBalaji - YES, this is exactly what we're trying to implement.

 

Also expanding on it so that teams (i.e. local franchise businesses) can run marketing activity with their contacts but not view other territories' contacts, lists or activity.

 

So far the only workaround I've found is to generate a task in the sales tab, but this is extremely clunky.

 

Any update, Hubspot?

theScott
Regular Contributor

I would love to see this functionality as well! We can't use the socail function in HubSpot at all precisely because I can't control who can and can't publish live posts.

 

Ideally, we could create approval workflows similar to the automation workflows. We have different approval processes for different types of social posts, so it'd be great for the post author to be able to select the appropriate workflow.

HubSpot Product Team
HubSpot Product Team
updated to: In Beta

This functionality is now available in Beta for Enterprise portals. If you are interested in this feature, please DM me your portal ID!

trishgofast
New Contributor

So, i cant figure out how to DM you. I tired clicking on your name, but i didnt see a DM option.