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Feedback and approvals

Collect feedback and get sign-off without leaving the email. Pin comments to the exact spot you want to discuss, decide who needs to approve, and see at a glance whether the email is ready to send.

Feedback and approvals live on the Feedback tab of the Email Workspace. The Feedback tab is split into Comments and Approvals.

Leave feedback on the email​

Open Feedback to see the preview alongside the comments panel.

To leave a comment:

  1. Click anywhere on the preview to drop a pin.
  2. Write your feedback and post the comment.
  3. Reply, edit your own messages, or resolve the thread once the feedback is handled.

Comments anchor to the part of the email you clicked — a specific module, the header, or the footer. They also remember whether you were looking at desktop or mobile, and which segment variant was active. Switch sizes in the toolbar to focus on comments for that view.

Mentions and Betty​

  • Type @ to mention a teammate. They receive a notification linked to the thread.
  • Editors can click Fix with Betty on a comment to hand the change to AI.

Outdated comments​

When a module changes after a comment was left, the thread is flagged as Outdated comment. The original feedback is preserved so nothing is lost — you decide whether it still applies before resolving.

Viewing comments while editing​

In the Edit tab, turn on Show comments to see existing pins inline and reply or resolve from there. New comment pins are created from the Feedback tab, so everyone has one canonical place to start a discussion.

Get sign-off from approvers​

Switch to the Approvals sub-tab to manage who needs to approve the email.

Add approvers​

Click Add approvers and pick teammates. For each one, choose:

  • Required — must approve before the email can be exported, when your organization requires approval for export
  • Optional — advisory only

Tick Send request for approval immediately to notify the people you just added, with an optional message. You can also add quietly and request later.

Anyone who leaves a comment is automatically added as an optional approver if they aren't already on the list, so feedback always has a clear name attached.

Request, remind, and re-request​

For each approver, you can:

  • Request approval the first time they need to weigh in
  • Remind them if a request is still pending (with a short cooldown between reminders so people don't get spammed)
  • Re-request when a new revision supersedes their earlier approval

You can't send an approval request to yourself.

Approving a revision​

Approvals are tied to a specific revision of the email. To approve:

  1. Open Feedback and read through the comments.
  2. Resolve any of your own open threads — you can't approve while you still have unresolved comments.
  3. Click Approve current revision.

If you change your mind, Revoke approval is right there too. If you approved an earlier revision and a new one has been created since, your status shows as stale until you approve again — that's when the email owner will typically re-request.

Track readiness at a glance​

The Approvals panel sums everything up:

  • Waiting on 2 of 3 required while sign-off is in progress
  • Approved · ready to send when all required approvers are current and there are no open comments
  • No approvals requested when no required approvers are configured

If the draft has moved beyond the latest revision, you'll see a draft ahead warning here too. Create a new revision before requesting approval so approvers see the latest content.

Send when ready​

Final pre-flight checks live in the Review tab — email size, field validation, open comments, required approvals, and export readiness. Open comments always block export. Required approvals block export when your organization requires it.

The Review tab is also where you send test emails and sync to your ESP. See Review & testing for the full pre-flight workflow.

Stay in the loop​

In-app notifications cover the moments that need a response:

  • Approval requested, reminded, or re-requested — sent to the approver
  • Mentioned in a comment — sent to the mentioned teammate

There's no notification for every new comment. Use @mentions when you actually need someone's attention.

The Approvals panel also includes a timeline of everything that has happened on the email — revisions created, approvers added or removed, requests sent, approvals granted or revoked, and threads created, resolved, or reopened.

Admin: require approval for export​

Admins can enable Require Approval For Export on the organization. When this is on, every required approver must approve the latest revision, and every comment thread must be resolved, before the email can sync to an ESP.

Who can do what​

Access depends on your role on the email:

  • Editors and designers edit the draft, create revisions, manage approvers, and comment
  • Approvers comment, approve, and revoke approval
  • Exporting to an ESP requires export access