General Q&A
CBS Internal FAQ Board
Below is a curated FAQ board using data from the CBS Internal Q&A database. Each entry includes a clear question and a concise, actionable answer based on internal procedures and best practices.
Email Marketing & Campaigns
What are the best times to send email marketing and SMS messages?
The team has been scheduling emails and SMS for 6:30 AM. For SMS, send before 8:30 AM to comply with legal requirements. SMS messages are best sent between 7-9 a.m. on Tuesdays and Thursdays, with just before noon as an alternative. There is no definitive best hour for email, but these guidelines are a good starting point.
How do I determine the call to action on an email campaign?
Calls to action should be striking and actionable. Keep them concise, experiment with design and placement, and create a sense of urgency when appropriate.
How do I handle client approval tracking for email designs?
Implement a dropdown in the status category to indicate "Client Approval Received." This helps track approvals and ensures no email is sent without proper authorization.
How do I set up and use segments in Klaviyo for email warming?
Segments in Klaviyo are dynamic groupings based on conditions. To create a segment, go to the Lists & Segments tab, click "Create List / Segment," select "Segment," and use the builder to add conditions. For complex segments, use the "Define with AI" tool. Segments update in real time and are useful for targeting engaged users during warming periods.
Who is responsible for setting up email warming segments in Klaviyo for a client?
Responsibility for setting up email warming segments should be clarified with the assigned team member for the specific client. If segments are missing, reach out to the designated email marketing specialist.
Website & Product Management
How do I set up a virtual warehouse and ensure inventory is only stocked there?
Follow the internal walkthrough for setting up a virtual warehouse. Configure inventory settings so stock is allocated exclusively to the virtual warehouse location.
How do I assign product setup when new inventory is added to a client's site?
Assign product setup tasks to the responsible team member. Ensure correct categorization, variant management, and inventory allocation for each new product.
How do I upload SHAN products?
Uploading SHAN products may require specific formatting and categorization. Follow the unique procedures established for SHAN product uploads.
Should I remove both the color and size variants from product names if color is in the name and size is in the description?
Yes, remove both color and size variants from the product name in this scenario. Focus on updating active products only.
Is it applicable to delete excess zero inventory on variant sizes for all stores?
Yes, it is generally applicable to remove excess zero inventory variants across all stores to maintain accurate inventory records.
Design & Image Processing
What is the difference between PostPilot and Vistaprint's design standards?
The difference is only on the back of the postcard. Each platform has its own standard for the back design, so follow the correct template for each.
How do I bulk resize photos on a Mac?
You can use Preview, macOS Shortcuts, or online tools like iLoveImg.com. In Preview, open all images, select all, go to Tools > Adjust Size, and apply the desired dimensions.
What are the standards for Scarlett Chase product hero images?
Hero images should be consistent in size and positioning, with the shoe and shadow correctly placed. Remove the background and add a shadow under the shoe for a standardized look.
How do I handle inconsistent product images?
Edit images as needed to ensure consistency in color, lighting, and appearance across similar products.
Asana & Project Management
How do I change the owner of an Asana project?
Access the project settings in Asana and transfer ownership to the designated team member.
How should banner updates be entered in Asana?
Assign the task to the designer first. Once the design is ready, reassign the same task to the web team for implementation instead of creating a new task.
How do I set up a calendar view for email campaigns in Asana for clients?
Filter the calendar to show only email-related tasks. Share the calendar with the client and provide appropriate editing permissions for their input and approval.
How do I duplicate tasks to create versions for different platforms (e.g., Faire)?
Use Asana's duplication feature, ensuring task relationships and modifications for each platform are clearly documented.
Client Relations & Internal Processes
How should final edits be determined when there are three points of approval (owner, marketing rep, project manager)?
The owner typically has the final decision-making authority. If there is a discrepancy between the owner and the marketing representative, prioritize the owner's requests but document alternative suggestions for future reference.
What factors should be considered for timing client calls or texts, and how often should I contact clients?
Consider the client's time zone, business hours, and communication preferences. Maintain regular but not excessive contact to foster a positive relationship.
How should I manage client response times for approvals?
Send daily lists to managers highlighting pending approvals and conduct monthly check-ins to address recurring delays. Communicate clear timelines and consequences for delayed responses.
Technical & Miscellaneous
How do I change the email pop-up form on a client's website?
Access the website's email capture settings and modify the pop-up configuration as required by the client.
What is needed for an online sale or promotion?
Coordinate pricing updates, promotional banners, email campaigns, and inventory management to ensure a successful launch.
How do I preview a draft update to a website before publishing?
Use the platform's preview feature to review changes before making them live.
How do I record a client call using Tactiq?
Record the call on your phone and attach the recording along with a recap of key points.
What is Slack, the app I was invited to by Sam?
Slack is a messaging app used for team communication and collaboration.
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