stacktr.ee
By · Founder, Stacktree Last updated
how-to

Get email copy approved word by word.

Your client wants “Last chance” to say “Final call”. Send the campaign as one private link. They select the words, type what they should say instead, and you accept the change in one click. The email keeps its layout, the new wording lands on the same link, and nobody retypes a reply-all into the template.

No card · 3 pages free · about a minute

review.fieldhouse.agency/spring-sale
Email 2 of 3 · Reminder
Subject Last chance: 20% off ends Sunday Preview Your cart is still waiting, and so is the discount.
Suggest an edit On “Last chance”
New wording
Final call
Reads as more urgent next to the deadline.
Only the page owner sees this Cancel Suggest

Still thinking it over?

The linen shirts you looked at are 20% off until Sunday at midnight. After that, they go back to full price.

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How do you get client approval on email copy?

Put every email in the campaign on one private page, each with its subject line and preview text written out at the top, and switch on comments. The client selects words, chooses "Suggest an edit" and types the new wording, with no account. You accept or dismiss each suggestion, the wording changes on the same link, and the client then approves each email with sign-off, recorded against the version they read.

The steps

  1. Put the emails on one review page. One page for the whole campaign, each email under its own heading, with its subject line and preview text written out at the top as ordinary text. An AI assistant connected to Stacktree can build the page and publish it for you.
  2. Turn on comments and send the link. Switch on "Let them comment on the page" and send the private link. The client opens it in any browser with no account. Add a passcode or a company-email check if the campaign is under wraps.
  3. The client suggests new wording. They select the words they want changed, choose "Suggest an edit", type what it should say and press Suggest. For anything that is not a wording change, such as an image or the offer itself, they leave a comment.
  4. Accept or dismiss each suggestion. On the page's screen, under What came back, each suggestion shows the old words struck through and the new ones beside them. Accept swaps the new wording in on the same link and keeps the previous version. The client sees "Applied as suggested."
  5. Ask for sign-off, then paste the copy into your email platform. Turn on sign-off and the client approves each email, with every answer recorded against the version they read. Then copy the approved subject, preview text and body into Klaviyo, Mailchimp or whichever platform sends it.

Why copy approval drags

Email copy usually gets approved in a document. The client reads it as a block of text in a shared doc, without the layout, the button or the subject line beside the preview, and suggests changes there. Then someone retypes the agreed words into the email template, and the next round of feedback arrives as a reply about the build: "the subject got cut off on my phone", "this isn't what we agreed in the doc".

Two things fix most of it. The client reads the email the way it will be read, on their own phone if they like. And a change they ask for is the exact wording, in the exact place, so nobody has to interpret "make the opening punchier" or copy a phrase from one tool to another.

Set the review page up for editing

A few layout choices decide whether the client can change everything they will want to change:

  • Subject and preview as text. Write "Subject:" and "Preview:" at the top of each email. The subject line is the most edited line in most campaigns, and a client can only select what is on the page.
  • One heading per email. "Email 2: Reminder" as its own heading lets the client approve the campaign email by email instead of all at once.
  • Buttons as styled text. Dragging across a live link drags the link rather than selecting its words, so draw the button with its label and leave the link for the real build.
  • Go easy on bold mid-sentence. A suggestion that runs across bold or a link cannot be swapped in one click. Bold a whole line, or none of it, in the lines the client is likely to rewrite.

If an AI assistant builds the page, it does this for you. Ask Claude, ChatGPT or Codex, connected to Stacktree, for something like:

Put these three emails on one review page for Juniper. Show the subject line
and preview text as text at the top of each email, give each email its own
heading, and draw the buttons as styled text. Publish it to Stacktree with
comments on, for people at juniper.com only.

What comes back to you

You get one email a few minutes after the client finishes, listing every suggestion as "Suggested wording" with their note. On the page's screen, What came back shows each one with the old words struck through and the new words beside them.

What came back 2 open
  • Last chance Final call

    Reads as more urgent next to the deadline.

    Suggested edit · Dana at Juniper · 4 min ago

    Accept Dismiss
  • Get 20% off Save 20%

    Suggested edit · Dana at Juniper · 3 min ago

    Can’t be applied in one step: the words run across formatting such as bold text or a link.

    Resolve Dismiss

Accept puts the new wording in place of the old, as plain text, in the paragraph, cell or button the client left it on. The page is saved as a version first, the link stays the same, and the client sees "Applied as suggested." next to their suggestion. Dismiss tells them "Kept the original wording."

When a suggestion cannot be swapped in one click, it says why, and you get Resolve instead, with a line for the client about what you did. Your assistant can make those changes by hand: it reads every suggestion as the exact words to replace and the wording to put in.

From edits to a yes

Accepted suggestions are not approval. Once the wording has settled, switch on sign-off on the page's screen and ask for it by name. The client approves the whole campaign or goes email by email, Approve or Request changes, with a note. Each answer is recorded against the words they read, so a later edit to email 3 does not undo their yes on email 1. It is a record of who approved what and when, not a legal e-signature. We wrote more on why the two are different in feedback is not approval.

Then the approved copy goes into the platform that sends it. Copy it from the page, or ask your assistant for the final subject, preview text and body of each email in a form you can paste straight into Klaviyo, Mailchimp or HubSpot.

Compared with a shared doc, a PDF proof or reply-all

  • Suggesting mode in a shared doc is good at tracked word changes, and it is the right place for a first draft that several people are still arguing about. But the client reads the copy without the email around it, usually needs an account with the doc's provider, and the agreed wording still has to be copied into the template by hand.
  • A PDF or screenshot proof shows the layout, but a change comes back as a sticky note that someone has to read, interpret and retype.
  • Reply-all is where copy approval goes to get lost: three people, three versions of the subject line, and nobody sure which one won.

The review page keeps the layout and the exact wording together, and the wording that gets accepted is already in the page.

Honest scope

  • It changes words. Links, images, colors and layout get a comment instead, and you or your assistant make the change.
  • One suggestion stays within one paragraph, cell or button. A selection across two paragraphs offers a comment, not a suggestion.
  • It does not send test emails or check how the email renders in Gmail, Outlook or dark mode. Use an email testing tool on the final build for that.
  • The page is a review copy. Your email platform still holds the email that gets sent, so the approved wording has to make it there.
  • Suggestions do not work on pages encrypted end to end, because the server cannot read those pages to change them.
FAQ

Frequent questions

How do I get a client to approve email copy? +
Show them the emails as they will read, not as a document, and make the change easy to ask for. Put every email in the campaign on one private page with its subject line and preview text at the top, switch on comments, and send the link. The client selects words and suggests new wording, you accept each suggestion, and then they approve the campaign email by email. The approval is recorded against the exact version they read.
Does my client need an account? +
No. They open the link you sent in any browser, select the words and type what they should say. Nothing to install and nothing to sign up for, which is the main difference from suggesting mode in a shared document. If the page has a passcode or a company-email check, the suggestions sit behind the same check.
Can the client change the subject line? +
Yes, when the subject line is on the page as text. A subject that only lives in the page's title, or a preview text hidden the way email builders hide preheaders, cannot be selected. So write both out at the top of each email: "Subject:" and "Preview:", then the body. Stacktree's client-deliverable skill lays email review pages out this way when an AI assistant builds them.
What happens when I accept a suggestion? +
The words the client selected are replaced with their wording, as plain text, in the one paragraph, cell or button they left it on. The page is saved as a new version first, so the previous one can be restored. The link does not change, and the client sees "Applied as suggested." next to their suggestion. Dismissing it tells them "Kept the original wording."
Why can some suggestions not be accepted in one click? +
Three cases. The words run across formatting, such as "Get 20% off" where only "20% off" is bold, so they cannot be swapped as plain text. The words appear twice in the same paragraph, so it is not clear which to change. Or the words are no longer on the page because it changed since. Those show "Can't be applied in one step" with the reason. Make the change by hand or ask your assistant, then resolve it with a note the client will see.
Does this test how the email renders in Gmail or Outlook? +
No. This is for agreeing the words. Rendering across inboxes, dark mode and spam checks belong to an email testing tool such as Litmus, run on the final build. The review page is where the client reads and changes the copy before anyone builds the send.
Can my AI assistant apply the changes? +
Yes. A connected assistant reads each suggestion as the exact words to replace and the wording to put in, makes those changes at the same link and resolves each one with a note. It can also hand you the final subject, preview text and body of every email once the client has signed off, ready to paste.
What does it cost? +
Comments and suggested edits work on every plan, including Free. Free covers three pages. A company-email check on who can open the page, your own domain in the link and client spaces come with a paid plan.
Keep reading

Related guides

References

Sources and further reading

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