How to Use the Hubspot Collaboration Sidebar with Emails

The Hubspot drag-and-drop collaboration sidebar for marketing emails makes it easier for teams to review, comment on, and finalize email campaigns without leaving the email editor.

This guide walks you through where to find the sidebar, how it behaves in different parts of the email tool, and how to manage collaboration across your team.

What the Hubspot Collaboration Sidebar Does

The collaboration sidebar is a collapsible panel that appears inside the marketing email tool. It lets you open collaborative features right beside your email content, so you can keep your workflow in one place.

Depending on where you are in the email editor, the sidebar can be used to:

• Access collaboration tools like commenting and activities
• Review email details while you edit content
• Quickly switch between different collaboration options without changing screens

Understanding how this works in the Hubspot email editor helps you stay focused on both content and feedback at the same time.

Where the Hubspot Collaboration Sidebar Appears

The sidebar appears in specific locations inside the marketing email tool and behaves slightly differently depending on what you are doing.

When You Are on the Email Details Tab

When you are on the Details tab of a marketing email, the collaboration panel is visible on the right side of the screen.

In this view you can:

• Open collaboration tools that relate to the overall email
• Review key information about the email while you coordinate with your team
• Keep context about send settings and basic properties alongside discussions

This layout allows you to confirm main details while still collaborating inside Hubspot, without needing to jump back and forth between different parts of the tool.

When You Are on the Email Editor Tab

The behavior is different when you move to the Editor tab of the email.

Here, the sidebar opens on the left side of the screen, and the content tab will move into the right sidebar. That means:

• Your collaboration tools are on the left
• Your content and module options are on the right
• Your main email canvas remains centered for easy editing

This layout gives you a split environment in Hubspot: creation on one side and collaboration on the other, so you can adjust copy or design based on feedback in real time.

How to Open the Collaboration Sidebar in Hubspot

Opening the sidebar only takes a few clicks from within a marketing email record.

Step-by-Step: Open Collaboration Tools

1. In your Hubspot account, navigate to Marketing > Email.
2. Select an existing marketing email or create a new one.
3. From the email, choose either the Details tab or the Editor tab.
4. Locate the collaboration panel area (right side on Details, left side on Editor).
5. Click the appropriate icon or option to expand the collaboration sidebar.

Once open, you can access the available collaboration features included for your email tools and subscription level.

Using Hubspot Collaboration While Editing Emails

When the collaboration sidebar is open inside the email editor, you can keep feedback, comments, and other collaboration resources visible while you work on your content.

Workflows Supported by the Sidebar

The sidebar supports several common workflows inside Hubspot, including:

• Reviewing the email with stakeholders while you edit
• Checking feedback on subject lines or preview text as you refine them
• Keeping a running list of requested changes visible while you update modules

With the panel on the left and content tools on the right, your email canvas stays available in the center so you always see the current design as you apply feedback.

Moving Between Tabs with the Sidebar Open

You can move between the Details tab and the Editor tab while still using collaboration features.

For example, you might:

• Start on the Details tab to confirm send information and properties
• Open the collaboration sidebar to view notes from your team
• Switch to the Editor tab to implement requested changes while keeping the same collaboration tools close at hand

This consistent experience across both tabs helps you maintain context and reduce back-and-forth messages outside of Hubspot.

Best Practices for Hubspot Email Collaboration

To get the most out of the collaboration sidebar inside Hubspot, combine good workflow habits with the built-in layout of the email editor.

Organize Feedback Clearly

Before sending an email draft for review, make sure basic properties are filled out on the Details tab. That way, reviewers have all the context they need.

As you collaborate:

• Group similar feedback together so you can address it in logical batches
• Clarify which suggestions are mandatory and which are optional
• Reserve final review for a single dedicated pass after all edits are in place

Use the Layout to Speed Up Revisions

Take advantage of the split layout in the Hubspot editor:

• Keep collaboration tools open on the left for quick reference
• Use the right sidebar to adjust modules, text, and styling immediately
• Preview the email frequently while you apply feedback to catch issues early

This layout is designed to keep your team productive and reduce the number of review cycles.

When to Use the Hubspot Collaboration Sidebar

The collaboration sidebar is especially helpful in the following situations:

• Launching new campaigns that require input from multiple stakeholders
• Coordinating with designers, copywriters, and managers within the same email record
• Maintaining a clear record of review history directly inside the email

Any time an email goes through more than one round of edits, the sidebar can keep the process streamlined in Hubspot.

Additional Resources for Hubspot Email Users

To go deeper into optimizing your marketing operations around email collaboration and broader CRM workflows, you can explore expert resources and consulting services at Consultevo.

If you want to see the original product documentation and any feature-specific notes, refer to the official Hubspot knowledge base article on using the drag-and-drop collaboration sidebar with emails: view the Hubspot documentation.

By understanding how the collaboration sidebar behaves on both the Details and Editor tabs, and by structuring your review process around this layout, you can manage email approvals more efficiently inside Hubspot and keep your marketing team aligned.

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