(Internal) Branded campaigns: Collaboration and privacy overview

🔍 Articles in This Section

Please use the following list to see additional internal articles regarding Branded Campaigns:

• (Internal) Branded campaigns overview
• (Internal) Branded campaigns: Onboarding checklist
• (Internal) Branded campaigns: Collaboration and privacy overview (📍you are here)

Overview

Privacy and collaboration functionality has been added to Branded Campaigns. These changes will allow customers to view and collaborate on each other’s campaigns, which has been a high priority request from many talent marketing teams who have been wanting to take advantage of Gem Campaigns but who haven’t been able to yet.

Who is this available for?

All teams who have Campaigns enabled will see this functionality automatically.

Typically, Campaigns is something we offer only to Enterprise customers but can offer it more broadly on a case-by-case basis.

Functionality

1. Setting Campaigns Privacy Type

Customers are now able to change their Campaign’s Privacy Type.

These choices are currently limited to a “Public Campaign” or a “Private Campaign”

Note: When viewing screenshots, note the user in the bottom left corner to determine the difference between the Owner and Collaborators of the Campaign. For demonstration purposes, the Owner of “New Campaign” is albert.qin@gem.com.

Campaign Privacy Type dropdown

Public Campaigns

When a Campaign is set to Public, it is discoverable and viewable by all other members on the team, meaning they’ll see the campaign in their list of campaigns and will be able to open it to view the content. Team members (other than the owner of the Campaign) will not be able to edit any part of the Campaign unless they are explicitly added as collaborators.

A Public Campaign

The Public Campaign is discoverable by other team members

Private Campaigns

When a Campaign is set to Private, it is not discoverable by other members of the team. For other members to discover Private campaigns, they must be added to the collaborators list.

A Private Campaign

A Private Campaign with an “Edit access” Collaborator

The Private Campaign becomes discoverable once the other team member is added as a collaborator

Note: Team Admins will be able to have full access to all campaigns on a team regardless of Privacy Type

2. Setting User Access Types

Customers are now able to designate certain roles for collaborators on a Campaign.

Users can be invited to collaborate on campaigns in 2 ways:

• Edit access: can view the campaign and edit the designs (including the subject line, which is editable from the campaign design page), but not change anything about the recipient list (audience), campaign details (send-from email, reply-to email, etc) or invite additional collaborators
• Full access: owner-like access, meaning they can edit campaign designs, edit recipient list (audience), edit campaign details, and invite additional collaborators

One implicit user access type is “None,” meaning that the user has not been explicitly invited to collaborate on the campaign but may be able to find it and view it (if it’s a shared campaign) or not find or view it at all (if it’s a private campaign that has not been shared with them, even if they have been given the direct URL to the private campaign).

(See Branded Campaign Sharing MVP Overview if you’re curious about more details on these access types.)

Possible Access Types assignable to Collaborators

Summary of Collaborator Access Types

Regardless of whether the campaign itself is Private or Public, collaborators invited to a campaign in one of two access types can do the following:

Detailed Overview of Collaborator Access Types

The behavior on a Campaign for each of these types is as follows:

None (notadded as a collaborator)

If a User is not added as a Collaborator on a Public Campaign, they will only be able to discover and view the Campaign. If a user is not added as a Collaborator on a Private campaign, they won’t know this campaign exists (cannot discover in their own list of campaigns, or view even if they have the direct URL).

A Public Campaign with no Collaborators

The Campaign is discoverable and viewable by other Users but not modifiable

A Private Campaign with no Collaborators

The Campaign is not discoverable or viewable by other Users

Edit access

Regardless of whether the campaign itself is Private or Public, an “Edit access” collaborator can edit:

• the content of the email content
• the subject of the Campaign email (because it’s editable from the campaign design screen)

Edit access collaborators cannot edit recipient list (audience) or modify the list of collaborators in any way.

A Campaign with an Edit access Collaborator

The Campaign is discoverable and viewable by the Collaborator. The Collaborator is able to edit the Campaign Design.

The email design view the Collaborator will see.

Full access

Regardless of whether the campaign itself is Private or Public, a “Full access” collaborator is given all the rights of the Owner and will be able to modify the Campaign as if it were their own (with the exception of removing the Owner as a collaborator).

A Campaign with a Full access Collaborator

Including the rights given to Edit access Collaborators, Full access Collaborators have all rights to the Campaign that the Owner has: Permission to Launch, Edit Rights, Setting Audience Rules, Setting Schedule, Designing Campaign, Edit Campaign Details.

Updated Functionality

This is existing/side functionality that has been revamped or updated for Shared Campaigns.

1. Cloning Campaigns

Users can now make a copy of any campaign they have view access to by cloning someone else’s campaign.

Clone campaign button in the Edit menu

2. Admin Privileges

Users who are Team Admins will have Full access rights to every campaign owned by users on their team.

3. New View Page

Users who have View only access, or Collaborators who have Edit access to a campaign that has already launched will be presented the following view only page where they can preview the design of the campaign.

Branded Campaigns View Only Design page

• Overview
• Who is this available for?
• Functionality
• 1. Setting Campaigns Privacy Type
• 2. Setting User Access Types
• Summary of Collaborator Access Types
• Detailed Overview of Collaborator Access Types
• Updated Functionality
• 1. Cloning Campaigns
• 2. Admin Privileges
• 3. New View Page