How to publish an email

Requirements

You must have the Editor, Developer or Admin role to publish an email. If your organization uses custom roles, your role needs the Publish Emails permission.

This article shows you how to publish an approved email, and how Admins can force publish an email or convert a published email back to a draft.

Only published emails can be exported. Once an email is published, it can no longer be edited.

Before you begin

The email must be approved. See How to submit an email for approval.

Publish an approved email

1. Open the email in the editor.
2. Click Publish in the top bar.

The email status changes to Published, and the email can now be exported.

Force publish an email

Requirements

You must have the Admin role to force publish an email. If your organization uses custom roles, your role needs the Force Publish Emails permission.

Force publishing skips the approval workflow and publishes the email straight away. It’s useful in an emergency, or when a required reviewer is unavailable.

1. Open the email in the editor.
2. In the top bar, click Force Publish. If you don’t see it, open the dropdown beside the main button.

Caution

Use this sparingly, as it bypasses your approval process.

Convert a published email to draft

Requirements

You must have the Admin role to convert an email to draft. If your organization uses custom roles, your role needs the Convert Emails to Draft permission.

Convert a published email back to a draft if it needs changes.

1. Open the email in the editor.
2. In the top bar, open the dropdown beside the main button.
3. Select Convert to Draft.