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7 Tips for Collaborating on Email Campaigns With a Remote Team

Emily Santos
Emily Santos
Jan 9, 2023
7 Tips for Collaborating on Email Campaigns With a Remote Team
7 Tips for Collaborating on Email Campaigns With a Remote Team

Collaborating with a remote team comes with its challenges. From ensuring you’re giving and receiving effective feedback to using the right tools for your team. Here are 7 responses from industry experts on “how to collaborate on email campaigns with a remote team.”

Make Sure All Team Members Get the Test Send

“As you're working on an email campaign with your team, you're certainly going to push “test sends” before the campaign goes live. Make sure everyone on the team gets a copy of this test. Regardless of in-office, remote or hybrid status put the whole team on the test distribution list. They'll all have insights and perspectives that’ll make sure the finishing touches are taken care of before the email goes out to a larger audience.”Logan Mallory, Vice President of Marketing, Motivosity

When getting feedback from multiple team members, clear expectations must be outlined for each member to avoid vagueness. Here are our top tips on how to give helpful feedback.

Use Online Word Processors

"Nearly 44% of employees working remotely complain about clunky communication between colleagues. Poor communication doesn’t only slow down the time it takes to complete projects, it also impacts quality. Delayed responses force other team members to rush their responsibilities in hopes to meet what should have been reasonable deadlines.We've worked around this remote work caveat by using live word processors, like Google Docs, to create and collaborate on our email campaigns and copywriting projects. These tools allow writers to share their work and receive feedback in real-time. Editors can make direct changes to campaign documents without going back and forth with the original document owners. In this way, we've managed to streamline our campaign workflows despite the major transition to a remote workplace. You’ll be saying “goodbye” to delayed deliverables!”Brian Nagele, CEO, Restaurant Clicks

Brian Nagele hit it out of the park with this tip! Making communication a smoother, more efficient process was a huge goal for us here at BEE. Read about our latest efforts in this blog.

Schedule Consistent Check-Ins

"Working in a remote or hybrid environment can be tough when it comes to making sure everyone on the team is on the same page. One great tip for collaboration when developing emails and newsletters is to schedule consistent check-ins with colleagues. Having regular meetings, even if they’re just ten minutes long, can make a world of difference.This way, you'll be able to provide progress updates and troubleshoot any issues efficiently, all while promoting constructive collaboration between team members. It sounds like a no-brainer, but scheduling these check-ins will make sure everyone is always in the loop and working together as one cohesive unit."Travis Lindemoen, Managing Director, nexus IT group

Invest in Communication Technology

"Technology is key for remote collaboration. At Relay, we use Slack to work collaboratively on projects from software development notes to our company newsletter. With all of our employees working remotely, this provides us a way to share ideas and design documents.We frequently use specially designated Slack channels for specific projects. We can hold video meetings and share screens. It also includes integration with apps like Google Drive, which enables us to ensure version control when working on documents. We’ve found this to be more convenient and effective than traditional methods."Chandler Rogers, CEO, Relay App

Create Transparent Guidelines

"One important factor in effective collaboration is setting clear guidelines upfront. This includes agreeing on what the newsletter will look like, what topics it’ll cover, who will be responsible for writing and editing what content, and how it’ll be formatted.It's also important to establish communication protocols, such as how often everyone should check in on progress and whether there will be regular team meetings or conference calls. By taking the time to establish these ground rules upfront, you'll save yourself (and your team) a lot of headaches down the road."Kate Wojewoda-Celinska, Marketing Manager, Spacelift

Record Video Messages

“One tip we find super helpful for improving the remote design process at our email marketing agency is encouraging team members to make use of Loom videos to provide feedback for each other or to ask detailed and complex questions. Loom is great because it allows the creation of quick screen-share videos which are easily shared on any channel.This lets our team get a message across much more quickly than going back and forth in a chat or messaging platform and is more convenient than always setting up Zoom calls which can get off-topic fairly easily. We've found Loom to be the best way to share detailed thoughts and feedback on emails, newsletters, and other design tasks on the eCommerce projects we're working on."Ryan Turner, Founder, Ecommerce Intelligence

Automate the Process

"Asana is my favorite tool for ensuring everyone is on the same page during newsletter production. We publish a monthly email newsletter and work remotely. Asana keeps us on track and informed without redundant emails and meetings.The best thing we did was to build roles, responsibilities and best practices for using Asana. Sometimes we'll forget and still email something, but we've all promised to kindly remind each other to “put it in Asana!”Alison Meyer, Chief content marketing writer, Indigo Communications

You’re invited to: “How to easily collaborate across departments to achieve high-performing email campaigns,” A BEE Webinar

We’re kicking off our first webinar, talking about our favorite subject: collaboration. In our latest blog, we discussed our efforts to make collaboration more efficient, effective, and easier in 2022. Now, we want to show you.Join us on January 25th, 2023, at 10 AM PST to learn how to communicate and collaborate as a remote team easily. Register here.We hope to see you there!

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Now, let's be honest—you’ve likely heard about all of these rotating for the last few years. While email marketing has come a long way and is changing faster than ever, there’s only so much you can do within 600x1,500 pixels. However, there are no limits to where your creativity can take you. 

Let’s get into it.  

#1. Unique, tailored experiences 

Damian Grabarczyk, the co-founder and growth marketer of PetLab Co., says, “We faced the challenge of connecting meaningfully with an audience that expects more than one-size-fits-all communication.” 

When we speak about crafting tailored emails we mean going beyond the recipient's first name in the subject line. We’re talking about optimizing your entire email strategy to design multi-stage touchpoints to nurture leads across the customer lifecycle. As well as, leveraging data to send hyper-personalized, relevant, and engaging emails that feel less like a broadcast message and more like a conversation. 

Many are using AI machine learning algorithms and AI automation to analyze customer interactions, past purchases, browsing habits, website visits, and even social media behavior to curate engaging email content that resonates deeply with the real-time needs of recipients.

For PetLab Co this looked like including content such as an individual’s pet health history or product usage timelines. Damian Grabarzyk expands, “This approach transformed the conversion rate and strengthened customer loyalty. As we look ahead, I see brands in 2025 moving beyond generic personalization to adopt strategies that make customers feel truly understood and valued.”

On the other hand, many are leaning into user-generated content (UGC) for crafting tailored experiences. Customers today are more likely to trust the opinions of peers over branded messages. UGC like customer reviews, testimonials, videos, and photos are the best form of social proof depicting real people using and benefitting from your products or services. 

We see the benefits of using both AI and UGC to get the most out of your email conversions ;). 

#2. AI tools as an addition, not a substitution

Experts at NordPass state, "AI-powered content generation tools are not here to replace email copywriters and marketers. These tools make us more efficient. The smarter the tool is, the better equipped we are to create high-performing email content that drives results." 

AI tools can support us by significantly enhancing the speed, precision, and effectiveness of your emails. For instance while traditionally A/B testing has required a lot of time to analyze small variations with AI you quickly implement and test multiple email elements and make adjustments based on real-time engagement data. There are AI algorithms that can even predict which variations are most likely to resonate with different audience segments, leading to more accurate targeting and faster optimization.

In short, AI tools are revolutionizing the way we craft and optimize our email’s deliverability. There are many different types of AI solutions so we suggest finding the right one for your needs. 

#3. Even more transparency around data

With AI continuing to rise, folks are more and more concerned about where their data is going. That’s where zero-party data collection becomes a key strategy in email marketing, allowing you to gather data directly from customers rather than relying on third-party sources. 

Zero-party data includes information that consumers willingly share, such as preferences, interests, and purchase intentions. This data is often collected through surveys, preference centers, quizzes, or interactive content and is highly valuable because it is shared explicitly, ensuring accuracy and deeper personalization without privacy concerns associated with third-party tracking.

As privacy regulations tighten, zero-party data will empower you to deliver hyper-personalized email experiences while respecting user privacy. This approach will help you build trust, as customers feel more in control of their data, and you gain insights that lead to more relevant and engaging email content.

#4. The death of static emails

With attention span getting shorter day after day, digest-format emails are expected to rise in popularity in 2025. Presenting email content in an easy-to-scan, organized, and minimalistic layout will surely help deliver the most relevant information in a fraction of the time. 

Additionally, interactive emails will allow recipients to directly engage within the email without having to visit a landing page or website. Interactive elements like product carousels, polls, and quizzes create a dynamic experience that keeps subscribers engaged, especially in visually driven industries like fashion brands

So what now? 

You’ve heard these strategies before, but now it’s time to actually put them into action. The brands that win at email marketing in 2025 won’t just be sending emails—they’ll be creating experiences. Whether it’s hyper-personalized content, AI-driven efficiency, zero-party data collection, or interactive emails that break the mold, the key is to stay ahead of the curve.

So, what’s the first strategy you’ll finally implement? Your inbox (and your audience) are waiting.

How to Leverage Email Campaigns to Gather Sincere Product Reviews

What do customers think about your brand’s products? The best way to find out is to ask them directly, which you can do via strategic email campaigns. Keep reading to learn how!
Beefree team
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What do customers think about your brand’s products? The best way to find out is to ask them directly, which you can do via strategic email campaigns.

Email makes gathering authentic product reviews quick and easy. By collecting sincere feedback, you can build trust, increase sales, boost loyalty, and innovate product improvements. 

That said, requesting reviews via email requires precise timing, personalized messaging, and lots of engagement optimizations. But don’t worry—we’ll walk you through some key steps to create email campaigns that deliver the valuable feedback you need.

Why product reviews matter

Product reviews do more than confirm that you're meeting customers’ needs. Sincere feedback drives loyalty and sales, offers valuable customer insights, and helps you develop a strategic product development roadmap.

  • Fosters customer loyalty: Requesting and listening to feedback makes your customers feel valued and heard. It demonstrates that you prioritize customer satisfaction, which helps you build stronger, long-term relationships. Review requests also act as re-engagement emails by starting new conversations with customers.
  • Increases sales: Social proof drives sales. According to a recent survey by Power Reviews, 90% of potential customers use online reviews to make purchasing decisions. In fact, reviews have more influence over purchasing decisions than product prices. Turning product reviews into customer testimonials and encouraging reviews on third-party sites can significantly boost sales.
Image sourced from powerreviews.com
  • Builds Customer 360 insights: Customer feedback delivers insights into customer needs and sentiments, enriching Customer 360. Exactly what is Customer 360? It’s a unified, 360-degree view of customer data. It empowers you to tailor products and customer experiences to meet individual needs and preferences. 
  • Drives product improvements: Sincere customer feedback reveals what target customers like/dislike about your products. It provides key insight into their value, functionality, and usability, unlocking large-scale development opportunities.

How to create an email campaign to collect product reviews

Want to unlock the power of product reviews? Let’s explore how to create email campaigns that encourage customers to share their feedback.

Segment your audience

Like promotional emails, product review requests shouldn’t be sent to every subscriber.

If subscribers haven’t had the chance to try your product, product review requests will feel irrelevant and may trigger unsubscriptions. So, only send review email requests to customers recently trying your product.

You can do this by segmenting your email list based on where customers are in the buying cycle. Target loyal customers, recent purchasers, and first-time buyers with tailored email campaigns. This ensures that you’re sending emails to customers most likely to respond with insightful feedback.

Write a compelling email subject line

According to Superoffice, 33% of people open an email based on the subject line. 

Image sourced from superoffice.com

To get the click-through rates you want, your email subject lines should be personalized, relevant, and engaging. Here are some examples:

  • Did you love [product]? Or hate it? Let us know!
  • We value your opinion — help us improve!
  • We want YOU to help us make our product better!
  • Up for a discount? Share your feedback for 10% off! 

Learn more > Tips for writing open worthy subject lines.

Optimize for customer engagement

A successful email marketing strategy relies on customer engagement. Here are some key email elements you need to encourage interactions.

  • An attractive email design: With the right layout, color scheme, typography, and images, you ensure easy readability and promote interaction. Use these engagement-boosting email design best practices to help you create a design that boosts conversion rates.
  • Gratitude and value: Thank customers for reading the email and explaining why their feedback is so important. Also, consider including a personalized Gmail email signature with your content details to build trust and encourage customers to engage with your review request. 
  • Personalized, relevant content: Personalized email content motivates engagement. Use customer data platform (CDP) data to tailor messages to individual customers. What is a CDP? It’s a centralized platform that collects and unifies customer information, building comprehensive customer profiles. 
  • Incentives: Offering a small discount can motivate customers to leave reviews, especially first-time buyers. That said, incentives can (sometimes) generate insincere reviews, so stress the importance of honesty. 
  • A strong call-to-action (CTA): Your CTA should direct readers straight to the reviews submission page. Use clear CTAs with bold buttons and typography to make it stand out.
  • Mobile responsiveness: If your emails are slow to load or don’t display correctly on mobile devices, your bounce rate will spike. Leverage solutions that offer advanced mobile optimization features — such as Beefree— to create responsive emails every single time.

Ask specific, concise questions

Complex, drawn-out questions that are too open-ended can disengage customers. So, get straight to the point with concise, direct questions. Here are some examples:

  • What did you think of [specific product feature]?
  • How often do you use our product?
  • What are your favorite/least favorite features?
  • How likely are you to recommend this product?
  • What could we do to improve our product?

Use a mixture of closed and open-ended questions to increase your chances of receiving meaningful responses.

Make it easy to respond

The easier it is for customers to leave a review, the more responses you’ll receive. So, make the process as seamless and convenient as possible. One way to do this is with survey emails.

Email surveys have high response rates. They can be completed within the email with minimal effort, which is a big plus for busy customers. And, they can generate a wealth of quantitative data and metrics that are quick to analyze, leading to faster improvements. BeeFree has an extensive collection of email survey templates to suit every need.

For longer review requests, include a CTA that directly links to the review submission page. Review forms should use simple, clear language, be optimized for mobile, and have a progress bar. 

You could even provide your telephone contact details to allow customers to leave a review via telephone. It’s the preferred communication method for 55% of Baby Boomers according to Hubspot, so it’s worth considering. 

Leverage small business telephone services from Vonage to access call center capabilities like virtual receptionists and CRM integrations, streamlining processes.

Also consider directing customers to leave reviews on popular review sites, such as Google and Amazon.

Optimize email timings

If you send product review requests too early, there’s a chance your customers won’t have tried your product yet. But if you send them too late, your customer might have forgotten their experience. 

So, when’s the best time to request reviews? 

Aim to send review requests within 7-14 days post-purchase. This gives customers a chance to try the product a few times, leading to more sincere, meaningful reviews. Plan for seasonal surges such as Black Friday and incorporate them into your schedules.

Key takeaways

Do email campaigns work for gathering valuable product reviews that drive improvements, boost trust, and increase sales and loyalty? 

Absolutely — but they need to be strategic.

To generate sincere reviews and valuable data, ensure your marketing emails are personalized, engaging, and optimized for convenience. And, use email list segmentation and marketing automation to ensure they’re sent to the right customers at the right time.

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