Client access to design preview and spam tests

Hey folks,

Think I've asked this before, but are there any plans to allow people other than the account owner access to design and spam tests?

Cheers.

Mathew Mathew, 7 years ago

Hey Wayde,

Actually you can already set your client's permissions so they can run their own design and spam tests (under client settings) - you can even set a markup on them.


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Wayde Christie Wayde Christie, 7 years ago

Ah sweet, thanks Matt.

I was hoping to be able to send a URL to a client which would allow them to see design and spam test results without having to log-in. That possible?

We sometimes just build emails and test them with CM, but not actually send them as a campaign, so getting external access to these results would be brilliant.

Cheers ;)

Mathew Mathew, 7 years ago

You can give them reporting access to view them, but they would need to login still.


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Wayde Christie Wayde Christie, 7 years ago

Ah, but they can only see reports and tests for *sent* campaigns yeah?

We use CM as a testing tool on a regular basis, so lots of our campaigns never get sent.

:(

virtualahmad, 7 years ago
Mathew :

You can give them reporting access to view them, but they would need to login still.

I just tried that and logged in as the client and don't see it in the reports.  All I see is the message:

Sent Campaign Reports
As soon as we start sending email campaigns on your behalf, you'll see detailed reports on the results here. Check back soon.

I'd like to give my clients access to view the design/spam test results however I do NOT want to give them access to create their own email campaigns.

In my opinion the results should be listed in the REPORTS tab.

Keva, 7 years ago

I agree with virtualahmad: "I'd like to give my clients access to view the design/spam test results however I do NOT want to give them access to create their own email campaigns."

I freelance for a couple of agencies, neither of which is able at this point to switch client campaigns over to CM. But they are happy to spend a small fortune at CM testing existing and new emails. It would be great to have the interface work within my account (for my ease of use) that only enable them to see the test results

rpage, 5 years ago

How about an additional option...

The creation of a Test Report in PDF format that one can download and share with clients. I would also find this useful as a tool for helping me to sell as I could use it to demonstrate one email and how it displays in all the different clients. Cool !!

jrsteele jrsteele, 5 years ago

"Ah, but they can only see reports and tests for *sent* campaigns yeah?"

Would a possible work around be send the campaign to yourself (which, from my understanding, would be free since it is fewer than 5 people)?

roshodgekiss roshodgekiss, 5 years ago

Hi folks, you can now share design and spam test results with your clients, using our 'Share Test Results' button. Here are the details on how you can generate a public URL linking to design and spam test results.


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