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This is a quick reference guide for marketing team members who want to launch campaigns using Mary. No technical knowledge required—just follow these steps in Asana and Mary handles the rest.

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What You Need to Get Started

Before creating a campaign, have these ready:
  • Campaign Brief: A Word document (.docx) with your campaign content
  • Campaign Name: A clear name for your campaign
What goes in your brief? Include your email content, landing page copy, any images you want to use, and details like campaign dates and target audience. Think of it as your complete campaign plan in one document.

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Step-by-Step: Launch Your Campaign

1

Create an Asana Task

Open Asana and create a new task. Give it your campaign name as the title.
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2

Attach Your Campaign Brief

Click the attachment icon and upload your Word document with all your campaign details.
Must be a .docx file (Word document). PDFs and Google Docs won’t work.
3

Add Mary to the Task

Click “Add collaborator” or “Assign task” and select Mary. This tells her to start working on your campaign.
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4

Answer Mary's Questions

Mary will review your brief and may ask questions if she needs more information. Just reply in the task comments by typing @Mary followed by your response.Example: “@Mary update the subject line to [Subject]”Here are some examples of what Mary will ask for in Asana:
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Simply respond with the information and she’ll continue building your campaign. 
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(Optional) Open the Live Email Editor in allGood

While Mary works in Asana, you can also jump into the allGood platform to review your emails in real time.

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Live Email Preview

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The preview shows exactly how your email will look, including:
  • Real-time updates: As Mary completes tasks, the preview refreshes automatically
  • Side-by-side view: Task list stays visible so you can track progress
  • Actual content: All content is displayed exactly as it will appear in the email
  • Proper layout: Images, CTAs, and text blocks display in the correct structure
You’re looking at the actual email, not guessing how your content will show up. What you see is what your recipients will see—no need to wait for test emails.

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Content Field Highlighter

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Click any section of the preview to see which content section controls it. The highlighter shows:
  • Content section name (e.g., Banner, Banner URL)
  • Current value (the actual content or URL)
  • Where it comes from (campaign-wide default or asset-specific override)
Benefits for your team:
  • Precise edits: Know exactly which field controls which content
  • Inheritance visibility: See if content is inherited from the campaign or specific to this asset
  • Quick troubleshooting: If an image won’t load or a link is broken, you immediately know which field to fix
Instead of describing “the hero image” or “the CTA,” you can click the section and reference the exact field name. No more ambiguity in feedback. No need to understand Marketo.
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Review Test Emails

Mary will automatically send you test versions of your emails. Check them in your inbox and make sure everything looks good.What to check:
  • Does the content look right?
  • Are the images showing correctly?
  • Do the links work?
  • Is the formatting clean?
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Request Changes (Optional)

If you need to make changes, just tell Mary in the Asana comments using plain language:
"@Mary update the subject line to: Spring Sale - 30% Off"
"@Mary make the headline bold"
"@Mary replace the banner image with this new one" [attach image]
Mary will make the changes and send updated test emails.
Tips for clear requests:
  • If there are multiple similar types of content (e.g., multiple CTAs), be sure to state which one you’re referring to
  • Be as specific as possible: say “@Mary make Email 1’s subject line bold” — NOT “@Mary make the subject bold”
  • If you only reference the content itself (e.g., “@Mary change ‘Learn More!’ to ‘Click Here!’”) Mary may get confused about where that content lives in the email. Instead try: “@Mary, change the CTA in email 1 to ‘Click Here’”
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Approve and Launch

When everything looks perfect, tell Mary to launch:
“@Mary this looks good, please launch the campaign”
Mary will activate everything and your campaign will go live.

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Common Questions

Mary will ask you to confirm. If you want to update that existing campaign, say yes. If you want a new campaign, give her a different name.Tip: Add dates to your campaign names to avoid confusion (e.g., “Product Launch - March 2025”)
Once you submit your brief, Mary typically has your campaign ready for review within minutes. Complex campaigns with multiple emails might take a bit longer.
Yes! Just ask Mary in the same Asana task. She can update content, pause sends, or make corrections even after launch.
No problem! Mary will catch missing information and ask for it. You can also fix mistakes by requesting changes before approval.
By default, test emails go to you and your marketing team. You can ask Mary to send to specific people: “@Mary send test emails to john@company.com”
Mary will tell you exactly what the issue is and how to fix it. You can also ask her: “@Mary what went wrong?” and she’ll explain.

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Quick Tips for Success

  • Be Descriptive: The more detail in your brief, the less back-and-forth with Mary
  • Use Clear Names: Include dates and campaign type in your task titles
  • Review Carefully: Check those test emails thoroughly before approving
  • Ask Questions: Mary understands plain language—just ask if you’re unsure

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Campaign Brief Template

Not sure how to build a propper campaign brief that Mary can understand? Click here to learn more about creating a campaign brief template.

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Need Help?

You can ask Mary anything directly in your Asana task: 
"@Mary what's the status of this campaign?"
"@Mary can you show me the preview link?"
"@Mary how do I change the send date?"
She’s there to help every step of the way!
Remember: Mary handles all the technical setup behind the scenes. You focus on your campaign content and strategy—she takes care of the rest.