Mail Designer 365 works best in teams – send test emails, discuss and approve design drafts in Crew Chat, and schedule and send campaigns together in Delivery Hub.

Setting up your team

When you first create your Mail Designer 365 account at my.maildesigner365.com, you will be taken through the team creation workflow.

If someone from your company already has a Mail Designer 365 team, you will be asked if you want to join. Otherwise, click Create your team to get started:

You will now be directed to the TeamCloud start page. This is where you will see all your team's uploaded templates once you get started with Mail Designer 365 Campaigns:

To manage your team, click the Settings icon. On the Team Members page, you can invite new members (e.g. colleagues & collaborators) to your team via the Invite members button:

Enter the email address of the person you want to invite to your team and click the (+) icon to add further members. Finally, hit Invite to send your team invitations:

Once a user has accepted your invitation, they will appear in the Team Members overview list, where you can assign roles and design plans later:

If you have created a design in Mail Designer 365 that you want to discuss with your team, use Crew Chat to invite team members to leave comments and feedback on the web. Here's how it works...

Upload designs to Crew Chat

Once you are happy with your email design and want input from your team, click the Crew Chat icon in the Mail Designer 365 toolbar:

If this is the first version of your design, you will be prompted to save it so your team can view the latest version. Enter a name for your design and click on Save:

A new browser window will open and take you to the discussion thread, where you can invite team members to give feedback on your design.

During this process, you will also receive a verification email used to verify your email address for sending in Delivery Hub. Click the link in the email to confirm your email address for sending: