How to collaborate with team members on campaigns in Regie

If you’ve ever tried to wrangle a team to work on a sales or marketing campaign, you know how quickly things can get messy—version confusion, endless feedback threads, and “wait, which doc are we using?” headaches. Regie promises an all-in-one spot for campaign collaboration, but the reality is, tools don’t fix chaos unless the team knows how to use them well.

This guide is for anyone—managers, SDRs, marketers—who’s trying to actually work together in Regie without losing time (or their mind). We’ll walk through the real steps to set up, share, and manage a campaign with your team, skip the fluff, and point out what to watch out for.

1. Get Your Team (Actually) Set Up in Regie

Before you can collaborate, everyone needs access—and I mean real access, not “I think I have a login somewhere.”

  • Invite the right people. Start by adding your team members directly in Regie. Don’t just share your own login (it’ll bite you later when tracking changes or assigning tasks).
  • Check permissions. Regie lets you set roles—admin, editor, viewer. Be realistic. Give editing rights only to folks who’ll actually write or update campaigns. “Everyone’s an admin” is a recipe for confusion.
  • Pro tip: If someone’s struggling to get in, walk them through it on a call. It’s 5 minutes now versus days of “can someone resend the invite?” emails.

What to ignore: Don’t waste time setting up custom groups or tags for every possible scenario right away. Start with a basic team structure. You’ll adjust once you see what’s missing.

2. Set Up Your Campaign—Together, Not in Silos

It’s tempting to just build a campaign solo and slap your coworkers’ names on it later. But Regie works best when you actually co-create.

  • Create the campaign. One person should start the campaign and add a clear, specific title. “Q3 Email Blast” beats “Campaign 7.”
  • Add collaborators. In the campaign settings, add team members as collaborators. They’ll get notified (assuming they check their notifications).
  • Outline roles upfront. Assign who’s writing, who’s reviewing, who’s approving. No need for fancy project plans—just list it in the campaign description.

Pro tip: Use Comments, Not Email

Regie’s comment feature is there for a reason. Drop feedback directly on assets or sequences. Avoid the black hole of “reply all” email threads—nobody wants to track changes in their inbox.

3. Draft Content—And Don’t Be Precious About Versions

This is where campaigns die if you’re not careful: seven drafts, six “final” files, and nobody knows which to use.

  • Use Regie’s built-in editor. Don’t draft in Word or Google Docs and paste it in later. Editing in Regie means comments and changes are tracked in one place.
  • Version history is your friend. Regie keeps a log of edits. If something gets butchered (it happens), you can always roll back.
  • Encourage “rough drafts.” Get something on the page fast and invite feedback early. Waiting for “polished” work slows the whole team down.

What to skip: Avoid attaching PDFs or separate files unless there’s no other way. Keeping everything in Regie saves headaches later.

4. Share Feedback—Clearly and Directly

Feedback can easily turn into a mess of vague comments and bruised egos. Regie helps, but only if you use it well.

  • Comment on specifics. Highlight the text you’re talking about, then comment. “Can we tighten this intro?” is better than “I have some thoughts…”
  • Tag teammates. Use @mentions so the right person sees your note. Don’t assume people are checking every update.
  • Set deadlines. If feedback needs to be in by Friday, say so in the comment. Unclear timelines = endless waiting.

Honest take: Don’t Rely on Notifications Alone

Regie’s notifications are decent, but people tune them out if you overuse them. For big changes, a quick Slack or Teams ping (“Hey, feedback needed in Regie by EOD”) works wonders.

5. Approve and Finalize Without the Drama

At some point, someone has to say, “We’re shipping this.” Here’s how to get there without endless back-and-forth.

  • Use approval workflows. Assign “approver” status to whoever makes the final call. Regie tracks approvals so you’re not guessing who gave the green light.
  • Lock down final versions. Once approved, mark the asset or sequence as final. Regie lets you restrict edits to avoid “just one more tweak” syndrome.
  • Archive old drafts. Don’t delete—just archive so you can reference if needed. Out of sight, out of mind (but not lost forever).

What to ignore: Don’t get hung up on “perfect” formatting or last-minute wordsmithing. Done is better than perfect.

6. Launch and Track as a Team

With the campaign locked in, it’s time to actually send it out and see what happens.

  • Assign sending tasks. If Regie is hooked up to your email/CRM, assign sequences to the right reps. Make sure everyone knows what they’re responsible for.
  • Monitor results together. Regie gives basic analytics—opens, replies, clicks. Set a time on the calendar to review these as a team, not just solo.
  • Adjust on the fly. If something’s not working (poor open rates, bad replies), don’t wait for a post-mortem. Tweak copy or targeting in Regie and keep moving.

Pro tip: Keep a “Lessons Learned” Section

Each campaign in Regie has room for notes. Use it. Jot down what worked, what bombed, and what you’d do differently. Next time, you’ll actually remember.

What Works, What Doesn’t, and What to Skip

  • What actually works:
  • Drafting and editing campaigns together in Regie—less version chaos, everyone sees the same thing.
  • Assigning clear roles and responsibilities up front.

  • Using comments instead of endless Slack threads or emails.

  • What doesn’t work:

  • Letting everyone “just edit what they want.” You’ll end up with a Frankenstein campaign.
  • Relying on notifications to drive action—sometimes you need to nudge people directly.

  • Loading up on custom tags, labels, and folders before you have a basic workflow.

  • What to ignore:

  • Over-customizing everything from day one. Start simple, add complexity only if your team really needs it.
  • Trying to track every micro-metric. Focus on what matters: Did the campaign get out the door? Did it land with your audience?

Keep It Simple, and Iterate

Collaboration in Regie can make campaign work a lot less painful, but only if you keep things straightforward. Start with small, clear steps—get your team in, draft together, give direct feedback, and move fast. Don’t fall for the trap of over-engineering your process. Ship campaigns, learn as you go, and adjust your workflow as your team gets the hang of it.

You’ll never eliminate all the chaos, but with a little structure (and some honest communication), Regie can help you get campaigns out the door—and keep your sanity mostly intact.