If you work in email marketing, you know that getting a good email isn't easy. From writing, designing, coding, getting feedback from your team, and analyzing the results after submission, the process involves a multitude of steps and stakeholders. Keeping it all under control can seem like an impossible task. So how can you keep your common sense in the email production process, while ensuring that every email you send is configured to generate the best possible results? There's a secret to keeping the moving parts together to shape a well-oiled email marketing machine: it's about creating a bulletproof workflow with seamless collaboration across teams.
We've teamed up with our friends at Trello to bring everything we've learned about the perfect email process into a Trello template that you can copy and customize and ultimately make your email workflow more seamless. Get the model → You will see that the email workflow template is organized by columns that represent the different stages of the E-Commerce Photo Editing Service email workflow. As you work on a campaign, your project will move from the left ( New Requests ) to the right through the Sent and Report stages . Let's look at each step of the process in more detail. New requests This column is your place to collect your team's campaign requests, as well as your place to keep track of any projects you want to tackle. Think of it as the messaging team's backlog of ideas and tasks.
Manage campaign requests + improve collaboration with forms If your team sends out campaigns for many different teams and stakeholders, it can be difficult to stay on top of requests. Using a form as a one-stop-shop to manage requests helps you streamline the process and makes it easier to gather key information about each campaign's goal, timeline, and audience. In this template, we use the Typeform power-up to collect email requests and pipe key information directly into the New Requests column of our Trello board. It automatically generates a table with key campaign information: