Collaborate on email content in the Email Designer email-collaboration
The Email Designer includes commenting and resolution tools so your team can review, discuss, and finalize email content without leaving Journey Optimizer. Rather than passing drafts back and forth over chat, email threads, or spreadsheets, reviewers and authors can comment, suggest edits, and resolve feedback right on the email itself.
This keeps all the feedback in one place, speeds up reviews since everyone is working in the same authoring environment, and cuts down on the kind of miscommunication that comes from tracking edits in a separate document. Every comment and resolution stays logged against the email, so there’s always a clear record of what was suggested and what actually changed.
Display collaboration tools and comments access-collaboration
While creating, editing, or reviewing content in the Email Designer, you can access the Collaboration panel to add or manage comments for the email content.
Click the Collaboration icon in the right navigation.
Collaboration workflow collaboration-workflow
A typical review cycle looks like this:
Best practices for using the collaboration tools best-practices
- Tag people with @ so feedback reaches the right person instead of getting buried in a general comment.
- Keep related feedback in a single thread rather than spreading it across several separate comments.
- Resolve comments as you address them - it keeps the panel readable for everyone else on the team.
- Once everything is resolved, save a final approved version in case you need it later for compliance or an audit.
Invite collaborators and reviewers invite-collaborators
You can invite collaborators and reviewers to provide feedback on your email content, or add any comment that might be relevant to the email design workflow. Follow the steps below.
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Select the body of the email to enter a general comment about the email content.
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Click the Collaboration icon in the right navigation.
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At the top of the right panel, start entering your invitation text for users to collaborate and provide feedback.
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Use the @ symbol to address and notify users. These users receive email and in-product Pulse notifications.
As you enter the first few letters of the name after the symbol, a popup list displays matching user names. You can enter more letters in the name to improve the results.
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Select the name to add for notification and complete your invitation message.
Add as many collaborators or reviewers as you want to include in the invitation.
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Click Submit.
Each new comment starts a thread where collaborators can use Reply to continue the discussion. Each comment/thread that is associated with a design element is numbered so that you can easily identify the element where it applies.
Component comments component-comments
In addition to general comments on the email body, you can add a comment directly on a specific structure or content component.
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Select a structure or content component.
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In the toolbar, click the Collaboration tool.
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Enter your comment in the text field.
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Use the @ symbol to tag and notify collaborators or reviewers, as needed.
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Click Submit.
Collaborators can click the numbered pin icon on the email canvas to view the comment.
Reply to a comment reply-to-comment
For each comment, you can use the Reply function to continue a discussion or answer a question.
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Click Reply at the bottom of the comment.
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Enter the text for your reply.
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To include a quote of the current comment in your reply, click the (…) icon and choose Quote reply.
Resolve comments resolve-comments
As an author or designer, assess the feedback from reviewers and determine what changes you want to make.
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When changes are complete and the request is satisfied, click the (…) icon.
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Select Resolve from the contextual menu.
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Click Resolve to confirm the action.
Once resolved, the comment/thread is hidden from the main view but can be accessed through the filter options.
Manage comments manage-comments
Manage the comments and threads to assess the status of your collaboration effort.
Place a comment place-comment
If a comment is not associated with an element on the email canvas, you can pin the comment to an element as needed. Click the (…) icon and choose Place the comment. Then, select the design component on the canvas.
Remove or delete comments remove-delete-comments
You can clean up your comments log by removing and deleting them. Click the (…) icon and choose Remove Comment or Delete.
- When you remove a comment, the action decouples that comment from the design element (selected when the comment was created). The comment is still part of the comment record for the email.
- When you delete a comment, the action permanently deletes it from the record.
Resolved comments resolved-comments
By default, resolved comments are hidden in the Collaboration panel.
You can display resolved comments at any time by clearing the filter. Click the Filter icon and clear the Hide resolved comments checkbox.
The resolved comments include an Unresolve icon. If you determine that a comment/thread is not resolved and further changes are needed, click the icon to remove the Resolved designation.
