Tip: Sharing your project with other users

Putting together an email campaign is often more than just a one-person job. The responsibilities of writing content, creating graphics, editing, analyzing reports, and more may be shared across an entire team of people. In these situations, Direct Mail’s cloud sharing features can really come in handy. In this blog post, we’ll show you how easy it is to share your Direct Mail project with other people.

Step 1 of 1

To share your Direct Mail project with other people, all you need to do is choose “File > Share…” from the menu bar at the top of your screen.

If you haven’t already, you’ll be prompted to first move your project into the Direct Mail Cloud. This is a necessary step because project sharing is built on top of Direct Mail’s cloud features.

After you choose “File > Share…” from the menu bar, you’ll see a list of people that are allowed to access your project.

To allow new people to access your project, click the “+” button and enter their email address. After you’ve entered their email address, pick what level of access (i.e. permission) you’d like to give them:

  • View: The person can view, but not edit your project
  • Edit: The person can view and edit your project
  • Edit & Send: The person can view and edit your project, and can send email campaigns from the project
  • Owner: The person can do all of the above, plus edit these sharing settings or remove the project from the cloud. Email campaigns sent from this project are billed to the owner’s Direct Mail pricing plan.

When you’re all done, click OK.

What happens next?

A notification email will be sent to the people that you added to your sharing list. The notification email tells them how they can open the project that you’ve shared with them. If the person doesn’t yet have Direct Mail installed on their Mac, the email will tell them how they can download and set up a free account.

If someone has shared their Direct Mail project with you, you can open it by choosing “File > Open from Cloud…” from the menu bar at the top of your screen.

Live editing

 

As you (or the other people you’ve shared with) make changes to your project, Direct Mail automatically keeps everyone up-to-date. Changes are synced across the Internet in real time. If two people change the same piece of data (e.g. a message, an address, etc.), the most recent change wins.

Change your mind?

You can change who has access to your project at any time. To do so, just choose “File > Share…” from the menu bar again. You can remove people from your project, change permission levels, or add new people. If you remove someone from the list, then Direct Mail will automatically remove your project from their computer.

Just for fun: updating your profile photo

By default, Direct Mail shows a generic “profile photo” next to each person’s name. You can add some fun to Direct Mail by updating your profile photo. Your photo will show up in the sharing window when other people share their Direct Mail projects with you. To update your photo, choose “Direct Mail > Direct Mail Account” from the menu bar at the top of the screen, then click on “Name & Picture”.

Conclusion

Whether it’s authoring content, proofreading, or building a list, email marketing campaigns often require the talents of a whole team working together. Direct Mail’s sharing features can make it easier to work together in real time—without resorting to workarounds like Dropbox or file servers. We hope you take a look at what’s possible, and please let us know what you think.

Direct Mail 5.4.1 Now Available

Direct Mail 5.4.1 is now available to all of our users. This update includes several bug fixes that increase the reliability and performance of Direct Mail, especially for users running Apple’s new macOS 10.14 Mojave.

The Preview window has also been updated with support for the latest iPhone models. These can be found under the “Simulate Screen Size” pop-up menu.

The Preview window in Direct Mail

Most customers will receive this update automatically over the next few days. If you want to update manually, simply choose “Direct Mail > Check for Software Update” from the menu bar at the top of your screen. If you downloaded Direct Mail via the Mac App Store, you can find the update there, as well.

Direct Mail updated for macOS 10.14, including Dark Mode support

Direct Mail 5.4 was just released today, and we’re excited to share with you some of the improvements that we have been working on…

Mojave and Dark Mode

“Mojave” is the name of Apple’s latest update to macOS, scheduled to be released later this month. If you’re planning on upgrading to Mojave, you’ll want to make sure you upgrade Direct Mail, too. One of the most eye-catching features in Mojave is an all-new “dark mode”. We have reworked Direct Mail top-to-bottom to make sure it looks great in this new mode, and we hope you’re as pleased with the results as we are:

Improved Design Test Browsing

Direct Mail Design Tests are a way for you to see pixel-perfect screenshots of what your email looks like in a variety of email clients (including mobile, web, and Windows email clients). Design tests are a great way to spot potential issues with your email design, or gain confidence that your email will look great when your recipients open it. In previous updates, we improved the process of ordering new design tests. In this update, we have improved the experience of browsing test results. Screenshots now fill more of the available screen space, and navigating between results is faster than ever. We’ve also made it easier to export the screenshots out of Direct Mail.

Sample Project and Tour

We wanted to make it easier for first-time users to learn about the powerful features packed into Direct Mail. New in Direct Mail 5.4 is a sample project that shows off some of the things you can do in Direct Mail. A guided tour at the top of the project window helps new users find their way around the app. The sample project and tour is available in the “Welcome to Direct Mail” window that appears on first launch, or at any time from the “Help” menu at the top of the screen.

More Than Meets the Eye

The improvements in Direct Mail 5.4 are more than just skin deep. We have squashed several bugs and streamlined the user interface to help you work more efficiently. We hope you to enjoy these new improvements, and look forward to your feedback! The Direct Mail 5.4 update will download to your Mac automatically over the next few days. If desired, you can update immediately by choosing “Direct Mail > Check for Software Update” from the menu bar at the top of your screen. Mac App Store customers will receive the update as soon as it is approved by Apple. Update: It has been approved, and Mac App Store customers can now download the update, as well.

Pro Tip: Customizing Content Based on Device

Direct Mail’s built-in templates are engineered to look great across a variety of devices and screen sizes. Even better, Direct Mail’s built-in editor ensures that any customizations, changes, or redesigns you make continue to look their best on all devices—with no extra work required on your part. If you’re a power user, though, you might find yourself wanting to customize your subscriber’s email experience even further based on what device they use to read your email. If that’s you, check out today’s pro-tip:

Did you know that you can show different content to your subscribers based on the kind of device they are reading your email on? This can be useful for customizing the layout or design of your newsletter for large or small screens. For example, the “Dive In” template that comes with Direct Mail uses this feature to show a slightly different header when the email is viewed on a mobile device.

Here’s how to do it (you must be using one of our modern templates):

  1. Click on the section that you want to customize
  2. Click on the right arrow at the bottom of the pop-up window
  3. Click on the “Visibility” pop-up menu and choose Desktop and Mobile, Desktop Only, or Mobile Only

You can use the Preview window‘s “Simulate Screen Size” feature to check out the results!

Tip: Previewing Before You Send

Did you know that you can use the Preview window to see what your final email will look like for each recipient? Click the Preview button in the toolbar to show the Preview window, then take a look at these three buttons:

  1. The “Previous/Next Address” buttons step through your mailing list. If you have any mail-merge tags in your email (like “first name”) or dynamic content, the preview will show you exactly how your message will be merged for the selected recipient.
  2. The “Simulate Screen Size” button shows you what your message looks like when it is resized down to different mobile-sized screens (including iPhone, Samsung, and iPad sizes)
  3. The “View on iPhone/iPad” button actually sends a preview directly to the iPhone in your pocket (or iPad on your desk). You’ll need to have the Stamps app installed on your device.

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