If you work as part of a team or manage campaigns for more than one client, you’re going to love this one. Campaign Monitor now supports full team management with more flexible permissions and workflow control, making it easy for teams large and small to collaborate on their email marketing.
Better team management has been at the top of our customer request pile for a long time now, and we poured over every last bit of your feedback in shaping this release. We have lots of different people using Campaign Monitor in different ways, so flexibility was a big part of the brief. As usual, this had to be balanced with an elegant, easy to use interface that made it simple to manage. We’re really happy with how it all came together. Here are some of the highlights:
Multiple people in each client
It’s now easy to add multiple people to each client with total control over exactly what they can and can’t manage for that client. This opens up a whole world of possibilities depending on how you use Campaign Monitor. Here’s how it looks in your account:
We’ve also been sure to migrate any of your existing clients and their permissions across to this new multi-person model behind the scenes, so there’s nothing you need to change or update.
More flexible permissions
You might have noticed in the screenshot above that we’ve added some highly requested new permissions to give you more flexibility. Here are some of the highlights:
People can create campaigns, but not send them
We’ve had loads of requests for this one. You can now set up more flexible workflow restrictions for people within a client. For example, a person can now import their own designs, create campaigns and run tests to make sure everything looks great, but can’t send the campaign. Another person on the team can then jump in, review the pending campaign and then approve it for delivery.
Clients can now manage their templates
We have a lot of designers that have other designers as clients. Previously you had to do all the design work and template management for them. The new “build or import their own templates” permission means they can now manage their templates and use our popular template builder to roll their own designs. The template builder is even a great option for those less savvy clients that still want to take more control of their template designs.
Clients can manage their team
If you’re doing work for a larger client with lots of stakeholders, it can be a big time waster to have to constantly manage their account access on that client’s behalf. Now you can hand the account management keys over to a person at that client who can easily add and remove new team members, including managing their permissions.
Introducing privacy mode
Ever want to give someone access to view reports, but not expose private information like your subscriber’s email addresses or even more sensitive data. Privacy mode is perfect for providing account access to contractors, third parties or team members that are on a need-to-know basis.
Simply uncheck the “showing subscriber details” option, and we’ll show a higher level version of your campaign reports that prevents that person from drilling down and looking at individual subscriber actions or data.
Previously, Campaign Monitor only supported a single main account holder. This often forced you to share a single username and password across multiple people in your team, an obvious security no-no, and plain old bad experience.
As part of this update, you can have multiple administrators that can access every corner of your account, from all clients, billing and subscriber details. It’s for the members of your team that needs to see it all.
Now that we support multiple administrators, we needed to tweak a few things around who gets certain emails (like campaign sent confirmations, invoices, etc.). You can now nominate one of your administrators to be the primary contact for your account, indicated by the small mail icon next to their name.
Simple, secure invite system
We built the entire team management system on top of a simple, secure invite system which makes it easy to add new team members without ever exposing passwords. Each team member can set and change their password at any time, and an administrator (or person with the right permissions) can revoke access with a single click.
Of course, the entire process is totally private label, so you can easily invite people to use your software, and we’ll use your name and branding throughout.
You might also notice we’ve dropped usernames altogether, and everyone can now log in using their email address and password. Your old usernames will also continue to work, but they are no longer required for any new people you add to your account. We’re also enforcing slightly stricter password requirements from now on.
We’ve extended all our new team management functionality across to our API. This means it’s easy to trigger invitations for new team members, set their permissions, choose a primary contact and much more, all from your own applications and integrations. Here’s the latest documentation on working with people within clients as well as administrators.
We’ve also updated all of our official wrappers in Ruby, Python, PHP, NET, and Java to cover this new functionality, so it’s a piece of cake to work with. And as you’d expect, any deprecated methods will continue to work as they always have, so you don’t need to make any changes to any existing code you might already have written.
Keep that feedback coming
Like I mentioned earlier, every aspect of this update was based on thoughtful requests and feedback from customers just like you. You’ve probably heard me mention it a few times, but it bears repeating—we keep track of every single piece of feedback that lands our way, and are always listening. We’d love to hear what you think of this big update in the comments below, and if you’ve got any other ideas on what we can improve, no matter how trivial, we’re all ears.