Email Marketing June 12, 2019

Webinar Recap: Tools for Effective Email Collaboration

Every email marketing team, regardless of size, requires an effective collaboration process during email creation, content checking and approval.

For small teams, this could be as informal as quick verbal feedback. More formal processes can be a bit more cumbersome. They can be endless email chains of screenshots and “one more tweak” from a horde of stakeholders.

Regardless of what your team’s collaboration process looks like, they’re all susceptible to inefficiencies and bottlenecks.

Achieve Effective Collaboration

Ineffective collaboration processes can (and do) take a toll on your email marketing output. It also plays a determining factor in how well your email performs in the first place.

We live in a world of quality over quantity. A process that streamlines your email workflow allows you to achieve more of both. Better quality emails result from an effective workflow. And saved time on each email allows for an increase in email quantity.

In our June 5th webinar, we chatted about our four capabilities that allow every team, regardless of size, to achieve just that.

Watch the Webinar

Preview Downloads

On the email test preview page, you have the option under the Tools dropdown menu to ‘download.’ This allows you to select which email client and device previews to download and provides you with a static image of those email tests.

Test URLs

Within the email test preview of your workflow, you can use the Share Link tool to send an email test to colleagues, managers, clients or any other stakeholders.

Once they follow the link into the app, they can scroll through and poke around in different renderings, change the orientation of devices, complete whatever checks they need to on the email clients and devices most important to your brand.

They can also use the Mark-Up tool in this step, but we’ll cover that in more detail in a bit.

Mark-Up Tool

When teammates have followed the share link into the app, they are able to comment, draw, reply and share any feedback or ideas on the email preview with the Mark-Up tool.

Example of the mark-up tool in use

The person implementing changes can then go in and see consolidated and collaborative feedback among email previews, via little blue indicator comment boxes.

Teammates can also give thumbs up or thumbs down on each preview and visually flag any issues that need fixing.

Email Editor

The Email Editor feature allows both developers and marketers to design and edit an email right in the app. With your code on the left and a live preview of the email on the right, you can make real time adjustments and see how it’ll look across clients and devices.

Email Editor in use

From Email Editor, run an email test and see how it will look before sending it on to your colleagues, managers and clients for review.

This feature also gives you access to revision history, image storage, CSS inline and character conversion (so even the goofy ones render properly).

All Roads Lead to a Higher ROI

By nature, a streamlined workflow saves precious hours in your day and money in your budget. Every step of the email content checking and approval process takes place in the same app. That makes it easier than ever to share ideas and make each email truly impactful.

Make Collaboration Easier on Yourself

Ready to cut down the amount of time and email chains needlessly dedicated to email QA and approval collaboration?

We thought so.

Try these tools out for yourself with a seven-day free trial (or simply log in to your account) and share your success on Facebook, Twitter or the #emailgeeks slack channel.

Author: Melissa Berdine

Venturing from her DC and NYC roots, Melissa made the trek to Denver. With just her dog and a background of copywriting and editing, she joined Email on Acid as content manager. Melissa is known to friends as an avid cook and music festival enthusiast.