New Email Campaign

Use this blueprint to create and track a new email campaign. This process will help you in tracking approvals and changes efficiently.

14 steps 13 automations

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Process steps

Gather objective and requirements (Account Manager)

1 days from previous step

task

Describe what this email campaign is about and why we are using this. Determine if our team is responsible for creating email content or if the client will be providing the content Information on the number of emails required Tool/app information on email management tool Information on the contact list to be used

Form fields in this step

Campaign Objective

Content by

How many emails will be sent in this campaign?

Email Management Tool Info

Contact list to be used

Prepare write up for the email campaign (Account Manager)

2 days from previous step

task

Form fields in this step

Insert link to document for email content

OR upload email content here

Obtain Email Copy (Account Manager)

2 days from previous step

task

Dear {{client-name-606844}}, We have a new email campaign scheduled for {{tentative-email-campaign-date-608092}}. Please provide us the email content for this campaign. Thank you. Regards, Account Manager

Form fields in this step

Insert link to document with email content

OR Upload file with email content

Review Emails Internally (Account Manager)

4 days from previous step

task

Please view content here: {{insert-link-to-document-for-7643696}} {{or-upload-email-content-here-7643697}}

Form fields in this step

Emails approved?

Notes for approval

Edit Emails (Account Manager)

1 days from previous step

task

Please review email content. Notes: {{notes-for-approval-7643704}}

Send for Client Approval (Account Manager)

1 days from previous step

task

Please send content with {{client-email-address-608897}}: Content: {{insert-link-to-document-for-7643696}} {{or-upload-file-with-email-7643719}}

Edit Emails (Account Manager)

1 days from previous step

task

Resend for Client Approval (Account Manager)

1 days from previous step

task

Form fields in this step

Notes

Get Client Final Approval (Account Manager)

1 days from previous step

task

Form fields in this step

Emails approved?

Notes

Final internal review (Account Manager)

1 days from previous step

task

Please review {{insert-link-to-document-for-7643696}}/ {{or-upload-file-with-email-7643719}}

Form fields in this step

Notes

Setup email in tool (Account Manager)

1 days from previous step

task

Please copy content in {{insert-link-to-document-with-7643718}}/{{or-upload-file-with-email-7643719}} in email Management Tool Info here: {{email-management-tool-info-7643712}} Start date: {{tentative-email-campaign-date-608092}} List: {{contact-list-to-be-used-7643714}}

Form fields in this step

Setting up email campaign in tool