Concept

You may occasionally receive a warning when editing an email template or email saying that another user already has this object open for editing.

When using the Pardot email and email template wizard, users are working with a copy of the email or email template. Users must click Cancel (to abandon changes) or Confirm & Save to allow other users to see their edits.

Multiple users editing the same email or email template at the same time could result in one user’s changes being lost.

Troubleshooting

If you see a warning stating that another user is already editing this email or email template, please contact that user to have them close out of their open editing sessions (by clicking Cancel or Confirm & Save).

Cancel or Confirm & Save are the only ways to safely close out an email or email template wizard. Any time that you close your browser or navigate away from the wizard without taking one of these steps, your wizard will technically still be open.

To finish an active editing session, click “edit” on the email or email template (which should bring up your previous editing session) and click Cancel to abandon any changes you have made, or Confirm & Save to apply the changes.

Note: if you choose to apply your changes, any other users with active editing wizards will need to cancel their wizard and click “edit” again to have your changes carried forward.

If you receive this warning but it does not seem that any other users are still editing, please contact our Solutions Team (click the “Support” tab on the left or the “Contact Support” button on the right).

Example

Scenario in which one user’s changes are lost:

User A starts editing “Newsletter Email Template”
User B starts editing “Newsletter Email Template”
User A adds a new header image to the email template
User B adds an additional paragraph of text to the email template
User B clicks “Confirm & Save” to save their changes
User A clicks “Confirm & Save” to save their changes

At this point, User B’s changes will have been overwritten by User A, and the email template will only have the new header image User A added.

Instead, the recommended course of action is for one of the users to abandon their wizard by clicking Cancel and waiting to edit again until the other user has finished making their changes and saved them by clicking Confirm & Save in their wizard:

User A starts editing “Newsletter Email Template”
User B starts editing “Newsletter Email Template”
User B sees User A is already editing and clicks “Cancel” on her wizard
User A adds a new header image to the email template
User A clicks “Confirm & Save” to save their changes
User A communicates to User B she’s done making changes
User B again starts editing “Newsletter Email Template”
User B adds an additional paragraph of text to the email template
User B clicks “Confirm & Save” to save their changes

The above process will ensure User A’s changes are carried through as User B makes her additional changes.

At this point, you may need to communicate with the other user to ensure all changes from both users are applied.

If either user navigates away from the edit wizard without saving or cancelling, their editing session will still be active, and will not reflect any changes the other user makes.