We introduced subaccounts and team members to remove friction in the design creation and review processes. With this product update, we help you manage collaborations fluidly and create a seamless review process.
The best way to review any piece of design is on the spot. You can share tasks by mentioning a team member to a specific block of your landing page. You can invite clients to comment on your design live, and minimize the time spent in submitting your work and analyzing the reply.
Here is how to do all this
Reviewing your page while keeping all communication on Instapage - as you will see below - has a logical structure that renders it usable for all types of users.
Log in to Instapage.
Select the page you want to share, and go to the preview mode.
You can share the current variation of your page with an auto-generated link or via email. Next to the share button, you will see all users viewing the same variation of your page.
All the people invited now can comment on the page. To do that, they have to introduce themselves first. To improve efficiency, anyone can click anywhere on the page to target observations precisely.
After choosing where to create a hotspot, a popup will appear. In it you can add a comment or mention someone. You can toggle the visibility of the conversation so everyone invited or only your team can see it. After posting your first comment, it will transform into a hotspot where you can continue your conversation.
You can mention someone in a comment by typing “@” and their name. The mentioned user will receive an email with a preview of the comment and a reply button.
You can also invite someone to comment on your page by using an “@” mention and their email address (@email@example.com).
After you reached a decision in a comment hotspot, you can mark it as resolved. This will only change the hotspot (with a faded check mark). If you want to remove a conversation, you will have to delete each comment.
To display the conversation feed for the page variation you’re viewing, you just have to hover your cursor over the comment icon in the top left corner. This will display all unresolved comment hotspots on the page variation you are viewing.
You can still preview your page normally by toggling Comment Mode off.
Different team member access types will affect permissions in comment mode as well:
- Team members with View access can view the page, share it via shareable link, email, or @mention, create or comment on any existing conversation, @mention all the users that have introduced themselves, resolving or reopening any hotspot;
- Team members with Edit access can, in addition, edit the page in the builder;
- Team members with Manage access can change the page’s password, delete comments and conversations, and toggle conversations: being visible for your team or being visible to everyone.
You can invite Guests to view your page as well. Guests have the same access level as team members with View permission. The fact that Guests don’t need to have an active account on Instapage to view and comment on your page makes it an ideal way to share your work with customers.
For more details on what each permission level allows, check out the following article: Team Member Permission in Comment Mode.