Today’s post comes straight from my inbox – and it is related to the best way to deal with customers and online mockups. Here’s the email:
“Hi Christine! As my customs business is growing, I’m having a hard time keeping mockups and the changes that need to be made straight. I’m currently doing them by email, but I’ve had a few customers approve designs that had errors in them and it’s time consuming for me to go back through emails. Any suggestions for better workflow?”
Yes! There are several online mockup management tools that work great for keeping track of changes for mockups and keeping a record from both parties. The one that I have used most recently is called Design Drop. I’m going to show you how it works from both sides (the designer and the customer).
What You Do at Design Drop as the Designer
- Visit designdrop.com and upload a mockup to show your customer.
- After you upload your mockup, you’ll be given a shareable link as shown in the image below. Click it.
- On the right hand side, add a comment telling the customer that this is the design that will be placed on their custom made order. Instruct them to write “I approve the design” if everything looks good. If they need changes made, they simply need to leave a comment. The image below shows what my comment looks like:
- Send the link to your customer once you are ready to show them the mockup.
How a Customer Sees Design Drop
- Customer receives the link you send and clicks on it. The page they see is similar and shown below. They do not have to sign up or log in to leave a comment. They are able to annotate directly on the image and leave comments. If everything checks out fine – you start the order, if not – you make the changes.
If you’d like to see the client end of the mockup above, click here. Feel free to annotate or leave a comment to test it out.
I’ve used Design Drop in the past and love it for a few reasons: 1) It’s free. 2) If the customer has an error on the custom made design, I can log into Design Drop and reference their approval. This allows me to charge them for a replacement item since the error was on their part. 3) It keeps all my mockups in one place, no digging through my email box.
Do you use a mockup management system? Let me know about it in the comments.