Listrak Standardizes Creative Project Communications Across its Client Portfolio

About Listrak

Listrak is an industry-leading digital marketing cloud platform that assists retailers in unifying, interpreting, and personalizing their customer data. Its platform includes a comprehensive set of marketing automation and CRM solutions built specifically for retailers that want to engage customers across multiple channels and devices.

In addition to Listrak’s solution offerings, the company’s Professional Services team also provides direct marketing campaign planning and support to over 1,000 clients from its offices in Pennsylvania and California. The Professional Services team works in step with Project Management and Creative teams to manage account onboarding and control the delivery of design, creative, and strategic assets for each client.

The Challenge: Servicing Unique Client Approval Processes

Like many in-house marketing teams, Listrak’s Professional Services team must continually balance its internal creative processes with personalized client service. With so many different clients on its roster with their own individual working styles and creative preferences, Listrak often receives project comments in many disparate forms.

Prior to using online proofing, the unstructured logistics of client feedback frequently undermined the creative and project management team’s ability to act quickly on project revisions. From email, Word, Excel, PDF markup to physical printing and re-scans of images, each client had their own way of sending project feedback. Sometimes, the team might receive comments without any accompanying visual context and try to match comments with design elements.

“Each client seemed to have a different creative approval process.,” said Bill Gartrell, Listrak Project Manager. “It was frustrating to gather comments.”

This variety in client feedback channels added confusion to Listrak’s internal creative production process. Creative project managers struggled to facilitate proper version control on projects. To forward comments into an actionable format for copywriters and designers, project managers had to manually copy and paste client comments from many areas into a master Excel document.

In addition to being able to manage both the creative team’s creative review process and all client-facing review and approval activities from one platform, the team also saw the value in being able to:

Implement automatic version control
List edits and tie them to different design elements
Send timeline notifications
Allow multiple teams to provide edits and comments simultaneously

Currently, Listrak’s Professional Services team uses Ziflow as a standard tool for delivering assets across all of its new client projects and as an internal platform for managing internal project review.

Now, when a new project request comes in from a client, the Creative and Professional Services can manage all project tasks, proofs, and revisions--both internally and externally with the client - in one system.

Project managers send a design request to the creative department
The creative team then creates the design, uploads the proof to Ziflow, and sends it out directly to the client with the Project Manager copied for visibility
Once a clients’ comments are received in the system, Ziflow sends comments on the proof directly to the copywriter or designer to complete the next round of revisions
Designers, copywriters, and creative managers work concurrently to review designs, upload the actual proofs, then review comments and proof decisions so the project can move to completion.

Because the solution can be used to manage both internal creative production and client-facing feedback, Listrak’s Professional Services team can offer all clients streamlined communications while meeting each client’s unique project needs.

Benefits

No matter how much or what type of feedback is provided, Ziflow’s feedback workflows have drastically reduced internal transfer times of comments and files between Listrak and its clients. As a result:

Edits are more organized and easier to understand from the clients
Real-time editing is transparent and visible to the entire team
Reduced task time and faster project delivery times for clients
Creative and project management teams have Increased capacity to take on new projects and clients.
Fewer meetings, calls, and emails are required from clients to keep projects moving.

What's included in your 14 day Free Trial

	Unlimited Proofs PDFs, audio/video, web pages and more
	Markup and Comments Easily share and collect feedback
	Version comparison Compare versions side by side
	Notifications Keep team members updated on progress
	Email and Help Center support Check out our how-to videos or drop us a line