Building a team

Adding team members

When you first set up your Mail Designer 365 account, a team is automatically created for you so you can start adding team members right away.

To add the rest of your team, go to the Team Members tab in the Mail Designer 365 sidebar menu and click Invite Members to send an email invitation. Here you can also choose a role for the new user (e.g. Admin, Designer, etc.) – more on that later!

Add new users to your team via email

Once an invitation has been sent, the user can click the link in the email to create their Mail Designer account and join the team:

Send email invitations to team members

Purchasing & assigning plans

Any purchased Mail Designer 365 Design licenses and your team's Mail Designer 365 Campaigns plan will be displayed in the overview.

Check your plan status and add more plans for team members

If you have available plans, you can assign them to colleagues using the dropdown controls. Users that are assigned the role "Designer", will automatically be issued a Mail Designer 365 Design plan if one is available, so they are ready to start designing emails.

Assign available Mail Designer 365 plans to team members

Mail Designer 365 plan types

Anyone invited to your team can preview designs and comment on them in Crew Chat – up to 100 Team Members are supported at no extra cost.

To design, sync and edit designs on your Mac, team members need a Mail Designer 365 Design plan.

To send campaigns to larger audiences, additional Mail Designer 365 Campaigns plans are available.

Saving and editing Team Designs

Share a design with your team

Mail Designer 365 TeamCloud allows you to easily sync Design Ideas across users and devices to give team members access and work on campaigns together.

To share a design draft with your team, click the TeamCloud icon in the Mail Designer design window:

Click the TeamCloud icon to share designs with your team

Your template will then be made available in your team's shared library:

Shared designs are available to the whole team

Editing Team Designs

Once a template has been uploaded as a Team Design, it can be opened and edited by any designers on your team. When you've finished editing, clicking the TeamCloud icon will sync the latest version for everyone, ready for the next team member to take over.

Checking the design's status view shows you the latest version number, when it was last saved, and who made the last change, so you can easily avoid version conflicts:

Feedback and discussion

Uploading to Approval

When you click the TeamCloud icon to upload a Team Design, Mail Designer 365 will also automatically create an Approval chat thread. This gives everyone in your team the opportunity to share their input on design drafts.

You can go to an Approval chat thread either via the Approval icon in the Mail Designer 365 design window:

Go straight to Approval chat from the design view

Or via Team Approvals in the app sidebar menu:

Asking for feedback

As soon as you are happy with your first design draft, you can invite team members to collaborate using the share panel in Approval chat. Click the share icon, then select the team members you wish to notify:

The selected team members will then receive an email with a link to the Approval chat thread and will also be notified about new design versions, comments or status changes.

When you've notified your users about a new campaign draft, you can all use Approval chat to share feedback on design versions. Users can also approve a design to directly sign off on planned email campaigns:

Discuss and sign off on designs in Approval chat

Using Approval on the web

As well as the practical in-app view, Approval threads can also be accessed on the web by team members who don't have the Mail Designer 365 app or don't have access to their Mac. This helps keep the feedback workflow moving at all times.

To access Approval threads on the web, log in to my.maildesigner365 with your Mail Designer 365 account and go to the Approval tab:

Access Approval threads on the web on desktop or mobile devices