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Beefree's Email Collaboration Tools for Your Review Process

Beefree team
Beefree team
Jul 17, 2018
Beefree's Email Collaboration Tools for Your Review Process
Beefree's Email Collaboration Tools for Your Review Process

Email production can be a whirlwind. At any given time, your team might have a dozen emails in production, all at varying phases: conception, design, coding, testing. And since no one wants to make a costly or embarrassing mistake (though occasionally it happens), review and approval processes are critical steps along the way. However, they can be time-consuming and logistically challenging to execute. That's why BEE's email collaboration tool has a built-in, easy-to-use review and approval process that your internal and external teammates can all use. Keep reading as we show you and your team howto save time—and sanity!

Email design review and approval is time-consuming

According to research by Litmus, companies spend the most time on email design. Fine-tuning an email's design is often a collaborative process full of multiple review checkpoints and iterations. You know the drill. A designer might email the first draft to a team of reviewers, who then send feedback—trying to describe the changes they want to see "at the top of module 2" or "in the subheader of the first section." Maybe they even open the email in another program, like Skitch or InVision, to mark it up before sending it back. The designer responds and makes updates. The reviewers have more comments. And on and on. Things can get messy.And, if you're an agency, you might be at an even greater disadvantage. Agencies have bigger teams, Litmus reports: 30.8% of agencies have email marketing teams of 7 or more people, twice the rate of brand marketers (15.4%). Plus, agencies spend more time than brand marketers on email production, as seen in the infographic below. And, agencies are twice as likely as brand marketers to use an extensive pre-send checklist (34.0% vs. 17.4%).

litmus agency email infographic

Source: Litmus, 2016 State of Email Agencies

Why is the review and approval process a culprit in slowing down teams?

You probably recognize these common snafus:

  • No central location for all project communication
  • No clear approval process
  • No ability to track feedback and revision history
  • No ability to mark up an email in a shareable team environment

Introducing Collaboration: An easy way to review and approve email

Thankfully, there is a solution for your team's email workflow:Collaboration,a teamwork tool that allows you to share, comment, and approve email campaigns and templates in one place.Collaboration is available for BEE Pro users and their colleagues and clients. The tool streamlines the email review and approval process, so you can work more efficiently.

BEE's email collaboration tool

Collaboration Tool Features that Simplify the Approval Process

With Collaboration in BEE, you can share an email design draft with colleagues or clients, let them comment on specific parts of a message, resolve individual threads, and give final approval. Here are some key features:

  • Share your work-in-progress email using its unique URL (drop it right into Slack, Skype, an email, etc.)
  • No authentication required to access a design (i.e. anyone with a link can access it)
  • Individual comments in multi-thread discussions can be marked as resolved
  • Collaborators can easily turn on/off the visibility of resolved threads
  • Members are notified of new comments/feedback with automated email notifications
  • An approval person can be assigned to mark the email from In Progress to Approved 
  • Everything is responsive on mobile!

Tutorial: How to improve your review process with BEE's Email Collaboration tool

Once you're finished, the approval point person can toggle the email from In Progress to Approved, so it's clear when an email is ready for the next phase of production. (Reminder that the designated approver needs a BEE Pro account in order to access and make this final change.)

BEE's email collaboration tool

So to recap, with email Collaboration in BEE, you get:

  • One place to track all communication
  • The ability to mark up an email to improve the review and approval process
  • An organized way to track comments from everybody
  • A clear approval process that's funneled through one person

Improve your review & approval process and start collaborating now

Ready to collaborate more efficiently on all your email campaigns? Start a BEE Pro free trial today and try it out our speedy review and approval system! You'll get access to an extensive template library and fully customizable designs, all editable with an easy drag-and-drop editor. No coding. All responsive. Make your workflow smoother than ever, and let us know how you and your team like BEE Collaboration!

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