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Jan 1st, 2020. 2 min read
Manage and track your email marketing schedule
Marketing teams including customer marketing and product marketing all use email marketing to achieve their goals.

With each department requiring multiple emails to be sent out weekly to inform clients of the latest feature, upcoming event or webinar and holiday sale, this needs to be managed correctly. 

With the help of this board and the Forms View, we are able to streamline the process of email requests, approval as well as manage the process and track results.

Getting started tips
The first group on this board will be for all new requests entered into this board either manually or through a Form.

These requests will remain there until they have been sorted by the marketing team and moved accordingly.

The rest of the groups will contain all emails that will be sent out broken down by month.

We have added the following columns:

-People column to assign the team member responsible for sending out this email and to show the team member in the company who requested the email
-Status columns to represent the category of the email sending out, whether it’s a promotion, webinar, event, product release and so on; to represent to which segment the email will be sent to; to represent the status of the email, whether it’s been sent out, stuck or scheduled
-Number column to reflect the number of people the email will be sent to, based on the different segments and to Reflect the open and click rates of the email
-Dropdown column to reflect the subcategory that the email belongs to 
-Link column to provide a link to reports where all results from the email are tracked
-Date column to show the exact date the email should be sent out

"It helps streamline this entire process increasing our organization and productivity!"
Jess Cohen
Hi I'm Jess Cohen from CS Workflows and this was my story
Hi I'm Jess Cohen from CS Workflows and this is my story, check it out
Email Marketing Schedule