Build your email campaign platform.

How to build your email campaign platform

1. 1

   Describe the job

   Build an email campaign workflow around subscriber permission, content and send review.

2. 2

   Review the first version

   Choose how the campaign author records the subscriber permission and how the email reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your email campaign platform

• Keep the subscriber permission in context

  Keep subscriber permission, list segment, message version, send approval and delivery result together so the next person can understand the request or record.

• When the next step needs a decision

  A contact withdraws permission after entering a draft audience. Exclude that contact before a reviewed send rather than relying on the old segment snapshot.

• Keep delivery result visible

  Keep a changed message version awaiting approval before any send request.

• Choose what each person needs

  Give the campaign author a working view and the email reviewer a review view. Keep subscriber permission and list segment attached to the decision as the work moves between them.