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A guide for reviewers

import { Steps } from ‘@astrojs/starlight/components’;

This page is for anyone asked to review an email in Modular Mail: a client, a manager, someone from legal or brand. Reviewing is free, and you don’t need to learn the rest of the app.

Review an email

Section titled “Review an email”

  1. Open the email from your invitation.

    You’ll get an email saying someone has asked you to review a campaign. Click the link.

    If you’re new to Modular Mail, the link lets you create an account with just your name and a password. Your email address is already confirmed, because the link came to your inbox.

  2. Read the email.

    The campaign opens with a preview of the email in the middle. Use Desktop and Mobile above it to see both widths. Any message from the person who asked you is at the top of the comments panel on the right.

  3. Comment on anything that needs changing.

    Click the part of the email your comment is about, such as the banner at the top or a product, type your comment and press Comment. To comment on the subject line or the email as a whole, choose Whole email. Type @ to mention someone.

  4. Approve when you’re happy.

    Click Approve at the top of the page, then confirm. The person who asked you is told.

If the email changes after you’ve approved it, you’ll see Approve again. Look over the changes and approve again if you’re still happy.

What you can do as a Viewer

Section titled “What you can do as a Viewer”

People invited to review join as Viewers. Viewers are free on every plan.

As a Viewer you can:

  • see every campaign in the workspace,
  • comment, reply and resolve comments,
  • approve campaigns you’ve been asked to review,
  • export a campaign’s HTML.

You can’t edit campaigns, send test emails or see templates, the media library or integrations. Some conversations may be marked team only by the people building the email, and those aren’t shown to Viewers.

Find emails waiting for you

Section titled “Find emails waiting for you”

Go to Campaigns and use the Waiting on me filter. Cards show Waiting on you for campaigns you’ve been asked to review and haven’t approved.

Section titled “Opened a link and it says “Can’t open this campaign”?”

If you belong to more than one workspace, switch to the workspace the campaign is in using the switcher at the top of the sidebar, then open the link again.