Tip of the week 20 - 'Custom Roles' and 'Access Privileges' for a flexible email marketing

Email marketing is adopted by many industries and it's the most-sought-after channel for engagement. For each organization, there are different teams that send out emails. With multiple team members handling the same email marketing account, there's a need for flexibility and a tailored means to use the product in a way that's convenient for each of them.

Suppose you belong to a five-membered team, comprising of a developer, visual designer, tester, support expert, and yourself, the marketer. While a marketer has to predominantly garner the list information, manage the mailing lists, curate the content, and schedule the campaigns, others in the team may have different purposes to contribute. That is, in the case of the designer in your team, they help you in coming up with visually-good templates. They need access only to the design-related areas in the email marketing product, unlike a marketer like you who needs access to almost every feature of the product. So, the way you use the product is completely different from the way your designer might use.

At times like this, it's important for an email marketing product to allow for different users to use it in a way that's relevant to them. By assigning 'roles' and setting access 'privileges' to your team members, you can make sure that:

- All your account information is safe and prevented from mishandling.

- You use a single email marketing account with multiple permission-based access controls.

- Create specific roles based on the dynamic needs of your team.

With that said, here's the tip for this week:

P.S. Try out the 'Roles and Privileges' option in Zoho Campaigns. There's a small tutorial on how to create a 'custom role' and assign 'privileges' in the comments section.

Cheers,

Aishwarya

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Aishwarya Ashok

Sticky Posts
Tip of the week 03 - Sending emails in batches
Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be
Tip of the week 04 - Know about your recipients' 'prime open time.'
In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's
Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube
Hi email champs, As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability. Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other
Email Deliverability Tip #3: Seal the deal with the preheader
In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep
Tip of the week 15 - Add subscription-preferences option. Drive more engagement.
If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers. You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds.