Add/receive feedback via comments in Email Builder when an email is in “Draft” or “Edit” mode.
Use Case - Email Builder Only
Email Builder users can leave comments for themselves and/or for their collaborators while building and editing an email.
Use Case - Email Builder + Proof (Stensul Review & Approval)
Email Builder users can view and action reviewer comments directly in Email Builder without opening the Proof.
Example: Email has been sent for review using Stensul’s Review & Approval feature.
Reviewer: Open the Proof for the email under review, leave feedback by adding comments, and move the email through the review stages by approving/rejecting the email or bypassing the stage.
Email Builder User: Open the Email that’s under review, click into “Comment Mode”, and view the review stage that the email is currently in as well as all comments left by reviewers. Reply, resolve, or add new comments directly from Email Builder and changes will be reflected in the Proof for reviewers to see.
Accessing Comment Mode in Email Builder
Users with Email Builder permissions can leave and receive feedback while building or editing an email:
Launch Email Builder by creating a new email or editing an existing email
Click on the “Comment” icon on the right-hand side of the subheader
A numbered marker on the “Comment” icon will indicate how many unresolved comments exist on the email.
Using Comment Mode in Email Builder
In comment mode users can add, reply to, resolve, tag users in, edit, and delete comments:
1. Add new comment: Click anywhere on the email canvas to add a comment, a comment module will appear where you’ll be able to add your feedback.
2. Reply to a comment: Hover over a comment to see which marker it relates to on the email canvas, then click “Reply” to respond to the comment, or click directly onto a comment marker to highlight the comment and open the “Reply” field.
3. Resolve a comment: To resolve a comment, click the green checkmark at the top right corner of the comment box. This will hide the comment and comment marker. Resolved comments can be accessed by using the “Resolved Comments” filter.
4. Edit/Delete a comment: To edit or delete a comment, click on the ellipses in the comment box.
Email edit actions are disabled in comment mode, to return to editing the email click on the “Comment” icon and you will be returned to the edit screen.
Using Filters in Comment Mode in Email Builder
Apply filters to quickly sort through comments while in Comment Mode in Email Builder
Filters: The following filters can be applied in comment mode in Email Builder by clicking on the filter icon in the top right-hand corner of the comment panel:
Status: Open Comments, Resolved Comments
Author: The user who submitted the comment
Mentions: Users mentioned/tagged in a comment
Stage: Only available on Emails that are in the Review/Approval workflow. Select a Proof stage to view all of the comments submitted during a specific stage in the Proof’s lifecycle.
Applied filters will be reflected above the comments in the comment panel. To remove an applied filter, click the “x” next to the filter you want to remove or deselect it from the filter options.
Tip: Save your work & refresh the page to get the most recent view of new commenting activity