Customer email
Audience: existing Pro workspace admins
Subject: Set up your weekly CSV export.
Your Pro workspace can now run a weekly CSV export after an admin sets it up. Use the setup guide to create the schedule.
CTA text: Read the setup guide.
For marketing & content operations leads
AI for marketing:
turn an approved release into a useful campaign draft.
We connect approved release facts, audience instructions and your marketer’s review workflow. AI can help prepare channel drafts; your marketer reviews the audience, wording and next step before anything is published or sent.
Marketing operations · approved release announcement
What should the customer email say, and what belongs in the public announcement?
Illustrative campaign inputs and drafts — not a real product launch or customer result.
Approved feature facts · RELEASE-7
One weekly CSV exportPro plan · workspace admin · setup requiredAudience instructions · AUDIENCE-2
Customer email vs public postCustomers: existing Pro workspace admins. Public: retain availability conditions.Requested outputs · CAMPAIGN-5
Two practical channel draftsEmail + short post · approved setup guide CTACampaign draft pack
Prepare both versions for review.
Public post
Audience: public availability announcement
Weekly CSV exports are available for Pro workspaces. A workspace admin can use the setup guide to configure the schedule.
CTA text: See how setup works.
Draft basis: RELEASE-7 · AUDIENCE-2 · CAMPAIGN-5.
Next: Your marketer checks actual recipient permission and eligibility, approves the copy, and chooses the publication or send step in the existing tool.
Guide CTA text is fictional and unlinked. No recipients selected, email sent or post published.
Start with the campaign tool you have
Check its drafting and review workflow first.
Your existing content or campaign tool may already draft material and support approvals and routing. Configure those features where they cover the job. A separate connection needs a specific handoff your current process does not handle.
What ClearSummit configures or builds
Connect the brief, audience rules and review.
We can configure adequate native features or connect the approved release source and agreed audience fields. That can include release-version and eligibility rules, source-linked drafts and a handoff to your marketer’s review process.
Keep it in your marketing workflow.
The work belongs in your content/campaign workflow or an agreed connected staff workspace. Scope actual permissions, supported publishing steps and recipient rules before connecting anything. Your marketer owns audience eligibility, copy approval and the send or publication choice.
For established repeated campaign work, explore Automate.
Where does an approved release get stuck?
Show us how an approved release becomes campaign material. We’ll work through what your current tools can cover and what needs connecting.