Email Design Tip of the Week: Using Google Docs for QA Management

Posted by: Tana Babcock
Friday, February 19, 2010
With the holiday rush behind us and the New Year in full swing, you might find yourself with a bit of extra time on your hands (no?!). You’ve finally made neat things called “rules” in your inbox to reduce clutter, and straightened your pencil cup, but something seems to be missing… ah yes, the feeling of accomplishment. This might be a good time to rethink your team’s quality assurance process. You want your client’s email campaigns to be successful, and in doing so, you may end up wearing a few extra hats along the way – including QA. Here are a few tips using Google docs to help facilitate a speedy yet thorough QA process.

Sign up for a free Google account (if you don’t already have one) to access the many tools Google has to offer. A handy feature (found within Google Documents) is the ability to create forms and spreadsheets.

My team and I have created several spreadsheet checklists for our QA process, but found it laborious to manually enter in content. By incorporating forms, you can enter in the information that you are checking (as you’re checking it), submit the form, and it will automatically populate in the spreadsheet. The end result will look something like the image below. It’s handy to use and also easy to hand off to anyone new to the project.


Once you’ve submitted the form, you can quickly review your spreadsheet to make sure everything was filled out properly.
 

 

This simple QA process has increased our efficiency and accuracy exponentially. Not only are we preventing error, we also have documented our efforts to eliminate them. It may also serve as great reference material to look back on when ramping up new campaigns or brands.

Please check out our blog about more productivity tips and software here!
 

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