Using Shared Views for Collaborating on Email Designs and Measurement

Shared Views is a feature that allows a group of internal communicators using Bananatag to view and share their collective tracked email data without having to log into different accounts, and enables for collaboration on email drafts by default.

 

With Shared Views Enabled:

  • All group members can access the emails sent by members of their group
  • New email drafts created by the group, by default (with the option to mark new emails as private, if desired)

 

These features are available for all Internal Comms accounts, and can be enabled by a parent admin in the settings page of your Bananatag Account:

shared-views-1.png

 

Share tracked email details across your comms group

Once Shared Views and Shared Emails are enabled, you'll see a split the in the view on the Emails page, allowing you to separately view emails sent from the account that’s currently logged in, and all of the emails sent by the group:

shared-views-3.png

Note: Shared Views work for every type of user (from Base User to Parent Admins). Parent Admins and Admins will see "All User Emails" as the label of the shared list of sent emails, whereas Managers and Base Users will see "Group:" followed by the name of their group, as shown above.

 

Share email drafts automatically on creation

With Shared Views and Shared Drafts enabled, Bananatag users that collaborate on email designs also now have a way to have all new drafts share with their group by default: 

shared-views-5.png

Users can still create drafts privately (without sharing with the group), but this must now be selected using a checkbox below the template preview when creating the draft.

 

 

Have more questions? Submit a request

Comments