Collaborative Email Creation: Co-editing and Comments

Collaborative features allow team members to work on the same email template simultaneously, reducing the need for duplicate copies, screenshots, and coordinating edits in chats.

Why it's useful

  • Faster approvals. Edits and discussions are kept in one place: in the template and in element-level comments.
  • Change control. Version history shows exactly what changed and when. If an edit didn't work out, you can undo it or restore a previous version of the template.

Co-editing

Multiple team members can edit the same template simultaneously. Each person's actions are highlighted in real time, so you can immediately see which elements your colleagues are working on.

Email editor with two active user avatars in the toolbar and a template block outlined in green labeled User 1, showing real-time co-editing

Version History

  1. Click the Version History icon in the email template.
Email editor toolbar with the Version History icon highlighted next to the undo and redo buttons
  1. Browse all message versions, grouped by timestamp. Expand a section to see the specific changes it contains.
Version history panel listing changes grouped by date, with the expand arrow for a change group highlighted
  1. Select a change to view its details. You can then undo or redo it.
Version history panel with a selected change entry highlighted showing its undo and redo icons, and a Restore this version button
  1. To continue editing from a specific version, restore it.
Version history panel with the Restore this version button highlighted
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Note

The Show Changes toggle enables real-time visual highlighting of changes.

Version history panel with a version entry selected and the Show Changes toggle switched on and highlighted

Comments and Review

Comment Mode

Open the template and click the Comments tab.

Email editor with the Comments tab icon highlighted in the right-hand panel, showing a red notification dot

The editor will switch to review mode.

Email editor in comment review mode showing a comment thread panel on the right with replies from two users

Adding Comments

  1. In comment mode, click the template element you want to comment on.
  2. Enter your comment.
  3. Publish it.

The comment will be linked to the selected element and marked in the layout.

Email template canvas with a numbered comment marker on the Button element highlighted, linking the comment to that element

Working with Comments

In comments, you can:

  1. Reply.
  2. Add emoji reactions.
  3. Edit comments.
  4. Delete comments.
  5. Expand and collapse discussion threads.
Comments panel with Reply, emoji reaction, Edit, Delete, and expand replies controls highlighted and numbered one through five
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Note:

The maximum length of a single comment is 500 characters.



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