How to collaborate
BetaThis feature is new and we're actively working to improve it. UpdatedCollaborate with teammates to review and fine-tune your messages made in Design Studio.
Overview
Design Studio offers you and your teammates many tools for collaborating on your messages—you can share, export, or capture a screenshot of your work, create rounds of feedback, and access version history.
You can also send a test to see how the message looks in your inboxes.
Only one person can edit a Design Studio message at a time.
Design Studio doesn’t offer live, cross-team collaboration. If someone else is working on a message when you enter the visual or code editor, you’ll be prompted to Take over Editing or View Only.
Share
This is the same as copying the browser link of your message. From the dropdown menu next to your filename, click Share, then click Copy link.
You can send the link to anyone on your team, but note they must log in to access it.
Export
You can easily export all of your files from Design Studio. Click the Export button in the dropdown by the filename.
From here, you can choose to download a zip of all your files, an HTML file, or a PDF.
| Export option | Description |
|---|---|
| Download ZIP | This includes your final HTML (the processed version of your code that includes transformers), the text version of the email, and any relevant, uploaded assets. |
| Copy HTML | This copies the final, processed HTML of the email to your clipboard. |
| Download PDF Report | This includes a PDF summary of your email based on settings you can customize. |
Customize your PDF Report
When exporting a PDF, decide what the envelope should be and if you want a description:
- Email name – by default, this is the filename
- From name and From email address
- Subject – by default, this is the filename
- Description (optional)
By default, every PDF includes a 700px-wide desktop screenshot of your full message. You can also include a:
- Mobile screenshot (320px wide)
- Dark mode screenshot
- Plain text version of your message
Check any of the following to include additional details:
- Link validation – Adds numbered callouts to links in the screenshot
- Image validation – Checks for missing/broken images
- Spam score – Adds your spam score from SpamAssassin
Capture a screenshot
If you need a quick visual to share or review, you can take a screenshot of the preview window at any time. Go to the preview window, and click the camera icon to capture your screenshot.
The screenshot includes preview settings like dimensions. The file is .png, and will open in a new tab in your browser.
