Best practices for organizing transactional vs. marketing emails in the same workspace (and limiting

Question

Hi all,

We run both transactional emails (order confirmations, shipping updates, etc.) and marketing/lifecycle emails out of the same workspace. Transactional sends are API-triggered from our backend, while marketing campaigns are managed by our lifecycle team in the dashboard.

Two questions:

* Organization: For those doing both in one workspace, how are you keeping things tidy? We're currently using tags and naming conventions, but as the volume of campaigns and Canvases grows, the dashboard is getting noisy. I seem to only have tags as an option here, or is there a better pattern?
* Visibility/permissions: Ideally, I'd like marketing users to not to be able to edit any of the transactional at all, since edits there are engineering-owned and changes could break API contracts.  Is Braze Teams the right tool for this, or is it more about restricting edit/send permissions rather than actually hiding assets?

Just curious around what's possible without Braze Teams, we don't have that feature.

TedScott · Accepted Answer

On organization, "Transactional" as a tag and the description works nicely.

Transactional: July Newsletter

July Newsletter - Transactional

You are correct, you can use Braze Teams to filter access:

https://www.braze.com/docs/user_guide/administer/global/user_management/teams

jerome_ahkan · Accepted Answer

Hey @ninjasupreme, on your first point as Ted mentioned above, Tags and descriptions work really nicely. That's something that we've implemented to make our campaigns easier to maintain. We lean heavily on consistent naming conventions and tags (i.e. Transactional - OTP, Transactional - Reset Password Confirmation, etc) so they're easily identifiable. The only drawback is that it definitely starts to feel noisy as the number of Campaigns and Canvases grows, and as far as I'm aware there isn't a folder structure or separate asset organisation beyond tags… yet.

To your second point, teams is the easiest way to do it as you can create bespoke UAM settings 😁