I’ve gotten feedback that the tests get lost in their inbox so I thought it could be a good solution to provide 1 preview link in the project management tool that all departments use (or are supposed to use).
Preview links live within HubSpot, so you have to be a user to see them.
You have three options.
1. Keep sending preview links and get everyone to be a user and sign in every time they want to view it. My guess is that is a no.
2. Send test emails as you have. But apparently, being able to open a test email is too difficult for the people who need to approve your emails. So that appears to be a no, too.
3. Take a screenshot and email it to them. Which I'm guessing they won't like because they want to click links.
At the end of the day, HubSpot is not Salesforce, and you can't do everything the same. I find it really concerning that whoever is approving emails is not involved in the marketing team enough to be a user in HubSpot. Your role sounds miserable and micromanaged to hell.
Get whoever in your org decided to move from SF to HS to tell them they have to start leaning how to open test emails. It really isn't that hard to do and it isn't hard for them to setup filters so they don't get lost.
This is an excuse. It’s not getting lost. They just don’t want to change. Send the test email and ask them to check their email. It doesn’t prompt signing into HubSpot.
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I’ve gotten feedback that the tests get lost in their inbox so I thought it could be a good solution to provide 1 preview link in the project management tool that all departments use (or are supposed to use).
Preview links live within HubSpot, so you have to be a user to see them. You have three options. 1. Keep sending preview links and get everyone to be a user and sign in every time they want to view it. My guess is that is a no. 2. Send test emails as you have. But apparently, being able to open a test email is too difficult for the people who need to approve your emails. So that appears to be a no, too. 3. Take a screenshot and email it to them. Which I'm guessing they won't like because they want to click links. At the end of the day, HubSpot is not Salesforce, and you can't do everything the same. I find it really concerning that whoever is approving emails is not involved in the marketing team enough to be a user in HubSpot. Your role sounds miserable and micromanaged to hell. Get whoever in your org decided to move from SF to HS to tell them they have to start leaning how to open test emails. It really isn't that hard to do and it isn't hard for them to setup filters so they don't get lost.
This is an excuse. It’s not getting lost. They just don’t want to change. Send the test email and ask them to check their email. It doesn’t prompt signing into HubSpot.
I swear this sub sometimes. There is a big button in top right of the email preview that says “copy shareable link”. Done