To set up approvals in HubSpot, you'll typically follow these steps.
The process might vary slightly depending on the specific HubSpot features you're using (like marketing emails, sales quotes, or content), but the general approach is quite similar across different tools within HubSpot:
Access Your HubSpot Account: First, log in to your HubSpot account.
Navigate to the Settings: Once logged in, click on the settings icon in the main navigation bar. This icon usually looks like a gear.
Select the Tool You Need Approval For: HubSpot has various tools that might require approval processes, such as marketing emails, sales content, blog posts, or social media posts. Go to the specific section relevant to what you need. For example, if you're setting up approvals for marketing emails, navigate to the Marketing > Email section.
Workflow Settings or Approval Settings: Look for sections labeled as "Workflow," "Approval," or something similar. In some cases, you might need to go into the advanced settings of the specific tool you're using.
Create a New Approval Process: Depending on the section, you might see an option to "Create new approval process" or "Manage approvals." Click on this to start setting up your approvals.
Define Approval Steps: You'll then define the steps required for an item to be approved. This often involves specifying who in your team needs to approve items at each step.
You can usually add multiple approvers for each step and set whether all or any of them need to be approved before moving to the next step.
Configure Notification Settings: Ensure that approvers receive notifications when there's something for them to review. You can usually customize these notifications within the approval settings.
Save and Test Your Approval Process: After setting up your approval process, save the changes and test the process to ensure it works as expected. You might want to do a trial run with a test piece of content or email to make sure that the approvals flow through as you have set them up.
Educate Your Team: Finally, make sure that all team members involved in the creation and approval processes are aware of the new workflows. Provide any necessary training or documentation to help them understand how to submit items for approval and how to approve items themselves.
Remember, the exact steps and the availability of certain features might depend on your HubSpot subscription level and the specific tools you're using within HubSpot.
If you encounter any difficulties or if your interface looks different, HubSpot's help documentation and customer support are great resources to get additional guidance.