[Public Beta] Collaboration sidebar in the Social tool
Oct 24, 2023
What is it?
The Collaboration sidebar is now part of the Social tool.
Customers can now comment on individual draft Social posts within HubSpot, create tasks for themselves or colleagues and view their Marketing Calendar all while editing a Social post.
Why does it matter?
Up until now, there were no options to collaborate and work directly with colleagues inside the Social tool.
Customers had to rely on external sources like e-mail or Slack to ask colleagues to review draft Social posts and provide feedback on the required changes. These external conversations meant that the context was quickly lost.
Adding the collaboration sidebar into the Social tool allows these conversations to happen seamlessly within HubSpot while holding all relevant context easily accessible when needed.
How does it work?
Commenting can be accessed via the drag-and-drop collaboration sidebar which now appears within individual draft and scheduled Social posts.
Customers can also view existing Marketing Tasks and their Campaign Calendar directly from the sidebar.
Multiple comment threads are supported along with the ability to at-mention users or teams on the portal.
Comment notifications are supported in the Social tool which ensures colleagues are notified of new updates even when not directly logged into HubSpot. More details can be found here.
Any unread comments will be visible on the sidebar for easy access.
It is possible to resolve threads of comments when work is completed.
More details on the commenting features in Social and all other HubSpot tools that support commenting can be found in the KB here.
Note: it is only possible at this point to add comments when viewing an individual Social post in draft or scheduled state. The commenting functionality is disabled when first creating multiple posts in the Social tool.
Who gets it?
Marketing Pro, Marketing Enterprise
You can enroll in the beta here:
On this page, search for '[Public Beta] Collaboration sidebar in the Social tool'.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
[Public Beta] Collaboration sidebar in the Social tool
Oct 24, 2023
What is it?
The Collaboration sidebar is now part of the Social tool.
Customers can now comment on individual draft Social posts within HubSpot, create tasks for themselves or colleagues and view their Marketing Calendar all while editing a Social post.
Why does it matter?
Up until now, there were no options to collaborate and work directly with colleagues inside the Social tool.
Customers had to rely on external sources like e-mail or Slack to ask colleagues to review draft Social posts and provide feedback on the required changes. These external conversations meant that the context was quickly lost.
Adding the collaboration sidebar into the Social tool allows these conversations to happen seamlessly within HubSpot while holding all relevant context easily accessible when needed.
How does it work?
Commenting can be accessed via the drag-and-drop collaboration sidebar which now appears within individual draft and scheduled Social posts.
Customers can also view existing Marketing Tasks and their Campaign Calendar directly from the sidebar.
Multiple comment threads are supported along with the ability to at-mention users or teams on the portal.
Comment notifications are supported in the Social tool which ensures colleagues are notified of new updates even when not directly logged into HubSpot. More details can be found here.
Any unread comments will be visible on the sidebar for easy access.
It is possible to resolve threads of comments when work is completed.
More details on the commenting features in Social and all other HubSpot tools that support commenting can be found in the KB here.
Note: it is only possible at this point to add comments when viewing an individual Social post in draft or scheduled state. The commenting functionality is disabled when first creating multiple posts in the Social tool.
Who gets it?
Marketing Pro, Marketing Enterprise
You can enroll in the beta here:
On this page, search for '[Public Beta] Collaboration sidebar in the Social tool'.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer