Ⓘ Available to HQ, Teams, and Corporate accounts How the Template Builder works The Template Builder lets you customize a template’s components using the same controls that the drag and drop editor uses to build the campaigns in your account. You can start from scratch or use one of the templates from the gallery and make […]
Lite, Essentials, Team & Corporate Accounts
Teams and Corporate: Managing users
Teams accounts can have up to 25 users and Corporate accounts can have an unlimited number of users. However, while you can assign multiple users to your account and customize their permission levels, it’s important that you don’t have more than one person in the same campaign at a time. Our editor is set up […]
Corporate: Account roles and permissions
Corporate account at-a-glance 10 subaccounts Unlimited users 7 user roles: Parent, Manager, Administrator, Full, Editor, Author, Response only Unlimited automations Landing pages Single sign-on 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. For example, […]
Teams: Account roles and permissions
Teams account at-a-glance 5 subaccounts 25 users (up to 5 added users) 7 user roles: Parent, Manager, Administrator, Full, Editor, Author, Response only Unlimited automations Landing pages Single sign-on 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 […]
Essentials: Account roles and permissions
Essentials account at-a-glance 2 subaccounts 10 users 6 user roles: Parent, Administrator, Full, Editor, Author, Response only Unlimited automations Landing pages There can only be one Parent user per account. For more information about managing users in Essentials accounts, please refer to this article. Essentials roles and permissions Role Has access to Does not have access […]
Lite: Managing users
Lite accounts can have up to 5 users. However, while you can assign multiple users to your account, it’s important that you don’t have more than one person in the same campaign at a time. Our editor is set up to automatically save your work as you go and if multiple users are working in […]
Lite: Account roles and permissions
Lite account at-a-glance 5 users 2 user roles: Administrator, Full 1 automation workflow Lite accounts have access to two role types: Administrator and Full. An account must have at least one Administrator user, but can have more. For more information about managing users in Lite accounts, please refer to this article. Lite roles and permissions […]
Tiered accounts: Submitting and reviewing campaigns
Ⓘ Available to HQ, Essentials, Teams, and Corporate accounts How to submit campaigns for review as an Editor or Author In tiered accounts, Editor and Author users can create campaigns but cannot send them; instead, they submit scheduled campaigns to the account Parent or a Manager for review. Essentials accounts do not have the Manager […]
Essentials: Managing users
Essentials accounts can have up to 10 users. However, while you can assign multiple users to your account and customize their permission levels, it’s important that you don’t have more than one person in the same campaign at a time. Our editor is set up to automatically save your work as you go and if […]
Tiered accounts: Marketing calendar basics
Ⓘ Available to HQ, Essentials, Teams, and Corporate accounts Whether you’re a marketing team of one or many, chances are you probably depend on a calendar. That’s why we’ve added a marketing calendar to tiered accounts that’s specifically for the account Parent and Managers. It gives you increased visibility into the email schedule of all your subaccounts, […]