Learn the ways you can make creating, organizing, and collaborating on your email content as smooth and easy as possible. Leverage features like email tags, templates, and more.

Creating and managing your internal communications content isn’t always the easiest - we know it firsthand! Collaborating with your teammates, tracking and reporting, optimizing to make sure it’s actually opened and read… there’s a lot that goes into it.

When it comes to making sure your email creation is as seamless, we have some tips and tricks you can add to your workflows.

Here are our top tips for making your optimizing your email creation process:

• Use tags to keep your email content organized for easy reference
• Make collaboration efficient by using templates and Email Collaboration
• Keep branding consistent, quick, and easy using Custom Branding, Templates and Saved Rows
• Create now and send later - schedule your emails to send at the right time

Use Tags Effectively

Email tagging makes it easy to organize and report on your content. You can use tags in several ways during your email creation workflow to streamline it:

• Create an approval process
  • Having tags like “Approved” “Under Review” and “Needs Approval” can help your team keep on top of what content is ready to send
• Assign ownership
  • Applying teammate's names as a tag can be a quick way to ensure teammates know which emails they own

Learn about using email tags here. 

Make Collaboration Simple

Using Email Collaboration, teammates can work on emails simultaneously and view changes being made in real-time. This helps to reduce duplicate work and ensures everyone is on the same page.

You can tag your team members directly within the email being worked on and see who is doing what. 

Learn more about collaborating with your teammates here.

Create Consistent Branding 

Templates enable team members to create plug-and-play email content- ensuring branding and visuals are consistent and quick. 

Create templates based on your brand's voice, tone, and common email topics. 

Learn more about creating email templates.

Custom branding enables you and your team to easily create on-brand content to strengthen your employer brand and communicate your company culture to employees. Set up your default colors, fonts, and text box padding on behalf of the organization. This helps overcome the challenge of visual inconsistencies in emails created by different team members across the company.

Learn how to set up custom branding here. 

Use Saved Rows to make content rows you and your team use frequently quick and easy to enter into emails as you work.

Learn about Saved Rows.

Send At The Right Time

Being mindful of when you send your email can go a long way. Our 2023 internal benchmark report has shown us that these days and times perform the best for internal communications, based on your industry. 

You should also consider the different time zones of your various office locations.

Schedule your emails to send at the right time. Learn more about scheduling emails here. 

Related Articles 

Organizing Your Email Content With Tags

Scheduling An Email With Office 365

Email Collaboration Explained

Using Saved Rows