Agencies, Clients, and Collaboration in MailChimp

Before joining the team here at MailChimp, I worked at interactive agencies and as a freelance website designer. After we handed a finished website over to a client, they would be able to log in and edit their own copy through a content management system. This was great, but it was rarely the case with the email campaigns we managed. Most of the time, we managed lists, designed templates, and sent campaigns on the client’s behalf. If they wanted performance reports, we had to fetch them ourselves—the client seldom even had access to log in. Sound familiar?

I’m sure some agencies are never gonna give up total control over their marketing efforts, but I wish I could’ve helped our clients become more independent. Thankfully, MailChimp believes in empowering our users, and our collaboration features make it possible to work together with your clients without feeling like a monkey in the middle.

Set up multi-user accounts

Once you’ve created an account for your client, the first step is to hand over the keys. Visit Account settings > Users & account details to invite anyone from the organization that might want to help out. You can even choose access levels to limit what each user can do.

A single login can be used to access multiple accounts, so be sure to invite yourself and your agency coworkers. Using the same login to join all of your clients’ accounts will let you access everything from one dashboard and easily switch between projects.

Collaborate seamlessly

Your design requirements may necessitate crafting a completely custom email, but when you’re just getting started, we highly recommend beginning with a drag and drop template. They’re mobile-friendly and much easier for HTML-averse clients to customize themselves.

Once you’re working on a campaign, everyone looped in on the Design step …read more

Source: Mail Chimp

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