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22 Oct 2026, 10:03 UTC · 1 question · ID 8e62dd99f1fa
Who asked
Persona
Marketing Director
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /Question 1 asked here
Question 1

“Can every email be approved before it goes out?”

Answer
Partly answered

The site says agent-drafted emails wait for a person's approval, and the financial services page describes review steps for campaigns, outreach and replies. Marketing Hub's email section never says that emails your own team builds can be held for approval, or that approval can be made mandatory for every send.

Section on the siteStatusTicket
/products/marketingEmail campaigns (card)Partly answers it
Add send approval for team-built emails to /products/marketing

Ticket

Paste this into your ticketing tool.

Add send approval for team-built emails to /products/marketing

Section: /products/marketing › Email campaigns (card)

What is missing:
- The card does not say whether emails built by people, not agents, can require approval before sending.
- The card does not say whether approval can be made mandatory for every email send.

Where: Update this section: Extend the "Email campaigns" card, after the line about templates your brand team approves.
  Related sections: Approvals where you need them · Waits for your review

What to do:
1. Confirm with product whether approval steps apply to every email send, including team-built campaigns and sales sequences, and whether they can be enforced.
2. Add a line on send approval to the "Email campaigns" card and link it to the financial services approvals section.

Done when: /products/marketing states whether every email, including team-built ones, can require approval before it is sent.

From: conversation 8e62dd99f1fa, question 1: "Can every email be approved before it goes out?"
What is missing
  • The card does not say whether emails built by people, not agents, can require approval before sending.
  • The card does not say whether approval can be made mandatory for every email send.
Where
Update this section: Extend the "Email campaigns" card, after the line about templates your brand team approves.
Related sections
Approvals where you need them · Waits for your review
What to do
  1. Confirm with product whether approval steps apply to every email send, including team-built campaigns and sales sequences, and whether they can be enforced.
  2. Add a line on send approval to the "Email campaigns" card and link it to the financial services approvals section.
Done when: /products/marketing states whether every email, including team-built ones, can require approval before it is sent.
Answer full page
Yes. In Hourglass, nothing the Campaign Agent drafts goes out until someone on your team approves it, and approval steps sit where you need them, which suits regulated teams. This page shows how the Campaign Agent waits for review and how approvals work for financial services.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/financial-servicesApprovals where you need them (card)Answers it
/solutions/financial-servicesAlacrity Solutions (card)Answers it
/products/marketingWaits for your review (card)Answers it
/products/agentsDecide what each agent can do (card)Answers it
/products/marketingEmail campaigns (card)Partly answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.