Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Check merge fields before sending and keep a per-recipient log.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Put reviewer feedback and the current draft in one revision task.
Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
File emailed drafts on review tasks and mark the current version.
Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.
Turn launch emails into review tasks with the creative attached.
Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.
Catch missing merge fields and duplicate addresses before sends.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Mark overdue approvals and alert the marketing lead.
Your marketing lead sees the overdue campaign review in team chat and can open the original task before launch.
Flag outdated campaign files with a link to the latest draft.
Your campaign task points out an outdated draft before review, so your team can open the newer file without hunting for it.
Keep a dated trail of decisions on each campaign proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
Link changed copy to its earlier approval and hold the handoff for review.
Keep revised copy from moving forward on an old approval, with a fresh review ready for your marketing operations coordinator.
Check due campaign proofs and mark packet gaps on the review board.
See which proof reviews are ready for your creative team, with missing files or decision details called out before deadlines.
Link approval tasks to scheduled posts for publishing handoffs.
Your publisher can see the review decision on the scheduled entry, with a link to the approval task before taking action.
Flag undated review cards as campaign assets enter Review.
Your card owner sees a missing review deadline on the campaign card before anyone asks the reviewer to weigh in.