3 techniques for collaborating A Slack call with the UK team in the morning, a few exchanges in a Google Docs with a freelancer at lunchtime and in the afternoon working remotely. Yes, you will have noticed, the working environment of marketing teams has changed significantly in recent years . Teams are less and less in the same workplace (brands such as Zapier or Buffer even have 100% of their teams remote ), projects require the involvement of more and more actors (both internally and externally) and companies demand an ever-increasing level of agility.
For example, marketers work with agencies every day for their marketing campaigns, especially email campaigns. And while email is the most effective and cost-effective communication channel, it’s essential for marketing teams to be able to collaborate effectively on their email campaigns . To do this, there are some simple techniques to implement that we’ll share with you here. By applying these tips, your team will greatly improve productivity when creating and sending your emails!
Technique #1: Create sub-accounts
Companies carry out different types of mailings on a special lead daily basis depending on their objectives and target recipients. And depending on the type of email, it’s not always the same person, or even the same team, who is responsible for designing and sending them. For example, one person will be in charge of the weekly newsletter and another will be responsible for event invitations. As a result, many people within the company may be working on the same account .
Unfortunately, it happens that certain modifications that should not have been made are made to email campaigns.
To avoid this type of disappointment
I recommend creating dedicated sub-accounts based on your different types of mailings . This way, you will have, for example, a sub-account dedicated solely to managing newsletters, a sub-account dedicated managing customer reviews well is essential today solely to event invitations, etc.
The advantage is that this allows you to control who can access what. So, someone who only works on event invitations won’t be able to make changes to the newsletter, and vice versa. To go further, you can even define advanced roles and permissions for each team member based on their profile (for each of these sub-accounts). You can give specific permissions to your designer, others to your editor, etc. This way, you can control what each team member can do within the sub-account they have access to.
Bonus tip : I also recommend separating your marketing emails from your transactional emails. This way, any sending restrictions (often triggered by non-compliant statistics or poor emailing practices related to the account used for your marketing campaigns) will have no impact on the sending of your transactional emails.
Technique No. 2: Manage your email templates
Typically, companies have a dedicated email template for each type of mailing: a newsletter template, a product launch template, a promotional campaign template, and more. It’s not always easy for team members to navigate these different templates. That’s why I recommend taking the time to sort your templates by email type. And if you work with phone number iran teams in other countries, I also recommend sorting them by language.
With labels clearly defined by typology and by language , each member of your team will be able to easily find the models they need.
The advantage? Limiting unnecessary time wasted opening all the models one by one to find the one you’re looking for – yes, we’ve all been there, right?