HQ is a legacy tiered account package, which is no longer sold. Existing HQ accounts may have access to different features, depending on their particular package. Role and permission details Certain roles have optional permissions that can be toggled on or off. When managing users, a user cannot grant permissions that they do not have. […]

What is the Insights tab? The Insights tab is a reporting tool that tracks the performance of all of your sent mailings over time. With Insights, your open rates, clicks, sign-ups, and opt-outs are displayed as either aggregate or trending metrics. Led by informative graphs and charts, Insights gives you a bird’s eye view of […]

Ⓘ Available to HQ accounts that have existing legacy* templates With a tiered account like HQ, you have access to a suite of extra assets and advanced marketing tools including the Template Builder, image sharing, document sharing, and campaign sharing. If you have a Teams or Corporate account, or if you are looking for instructions […]

Ⓘ Available to HQ, Essentials, Teams, and Corporate accounts How to create a subaccount Subaccounts can be created one-by-one or in bulk. If you would like to create subaccounts in bulk, please refer to the instructions found in this article. To create a single subaccount, follow these steps: If you are in the parent account, click on […]

In tiered accounts, the account Parent and Managers have access to the parent account, or “top-level” account. The parent account is home to several tools that aren’t found in standalone accounts or subaccounts. Essentials accounts have an account Parent but do not include a Manager role. Dashboard Upon logging in, your account will open to […]

Ⓘ Available to HQ, Teams, and Corporate accounts The Brand Manager is the central location for tiered accounts to create, organize, and share content with their subaccounts. For more information about the tools found in the Brand Manager, please refer to this article. Campaigns vs. templates What is the difference between campaigns and templates? A template […]

Ⓘ Available to HQ, Teams, and Corporate accounts What is SSO? Single sign-on (SSO) is a session and user authentication service that permits a user to use one set of login credentials to access multiple applications. SSO can be used by enterprises, organizations, and individuals to mitigate the management of various usernames and passwords, which is why […]

Ⓘ Available to Plus, HQ, Essentials, Teams, and Corporate accounts How to create a landing page If you have a tiered account, you will need to navigate to the appropriate subaccount before proceeding. Landing pages cannot be created at the parent level. Navigate to your Campaigns tab. Click on the Landing pages section in the panel […]