Sharing Campaigns
Use this collaboration feature to share and get feedback on your emails before you Publish
Dindo Fernandez
Last Update 2 года назад
Campaign collaboration with other Regie Users
You may find it helpful to have other users leverage the full power of Regie's Campaign Editing Features while collaborating with you on a Campaign before publishing to your sales engagement platform.
We make team collaboration easy, here's how:
Sharing Campaigns within a Shared Workspace
1. For Regie Users that are also part of your Workspace, from within the Campaign's draft, copy the website URL from the top of the Campaign Builder page, and paste this direct link to the campaign within your preferred method of communicating with the Regie User(s).
2. Alternatively, you can always instruct the Regie User(s) that is part of your Workspace to access your Campaign's draft directly from the Campaign Overview page, within their Regie platform.
Regie Users with direct access to the campaign can leverage all the features Regie has to offer for collaboration which include:
- Leaving Comments and Suggestions
- Adjusting Campaign Inputs
- Accessing the Content Library
And so much more... Please see Editing Your Campaigns for further details and instructions!
Sharing Campaigns with Anyone to View and Comment
You can invite anyone (Regie User or not) to View and Leave Comments on a Campaign draft via email or send them a link to view the campaign as a guest. You do not need to have a Regie license to collaborate in this way and the user does not need to be in the same workspace as you if they too are a Regie User.
Here's how to invite anyone to collaborate on a campaign with View and Comment Only access:
1. Start by selecting the "Share" button in the top right corner while editing your campaign.
This will open the "Sharing Options" window.
2. You can either invite someone by email to view and comment on your campaign or opt to Share via Link.
If you want to remove someone you've invited from the document, select the red trash can icon next to their name.
TIP: If you have multiple collaborators, it is best to share via email so you know who added each comment. Please note that if you use "Share Link", all comments added will be anonymous (from "guest").
3. Anyone invited to View and Comment on a campaign will receive an email from Regie <[email protected]> with a link to Open and View that specific campaign.
