Collaborate directly inside the email builder with our co-editing feature. Up to 5 team members can edit the same email simultaneously, with all changes syncing instantly for a seamless workflow.
How Collaboration Works
When multiple users are in the same email draft, you can easily see who is working alongside you and what they are editing.
Seeing Your Collaborators
Active users are represented by circular icons at the bottom of the email builder. Each user is assigned a unique color to help identify their actions.
Editing Content Blocks
When a team member selects a content block (like a text box or image), it will be highlighted with their assigned color. This locks the block, preventing others from editing it at the same time.
If you try to select a locked block, a notification will appear in the bottom-right corner of your screen, showing who is currently editing it.
You will see all content changes, additions, and deletions made by your collaborators in real-time.
Important Limitations and Best Practices
To ensure a smooth co-editing experience, please keep the following in mind:
- User Limit: A maximum of 5 users can co-edit an email at one time.
- One Editor Per Block: Only one person can edit a specific content block (a row or module) at a time.
- "Undo" Feature: The undo function is disabled when more than one user is active in the Email Builder.
- Best Practice: If you are finished making changes, click Save and Exit. This releases any blocks you were working on and ensures your collaborators don't remain locked out.
How to Enable or Disable Email Collaboration (Admin Only)
This setting is toggled off by default. It can only be changed by users with an Owner or Administrator role:
- Click your name at the top right of the dashboard
- Select Settings
- Click Email Settings
- Scroll to the Email Collaboration section and use the toggle to turn the feature on or off for your organization
