As part of our commitment to data security, your account is equipped with a one-time verification passcode process that triggers when you log in to your account from a new device or IP address. We have put this security measure in place to protect your account, so it’s essential that all users are aware of […]

Ⓘ Available to HQ, Teams, and Corporate accounts To empower their teams, the account Parent and specific Managers have the ability to share assets from the parent account down to their subaccounts. Additionally, campaigns created at the subaccount level can now be shared from one subaccount to another. How to assign the campaign sharing permission Users can […]

Ⓘ 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. About the Template Builder Whether you choose to start with an existing template […]

Ⓘ 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 […]

This article explains how to add, edit, and update users in Teams and Corporate accounts. Teams accounts can have up to 25 users and Corporate accounts can have an unlimited number of users. However, it’s important that you don’t have more than one person in the same campaign at a time. Our editor is set […]

This article explains the roles and access that can be assigned to users of Corporate accounts. Corporate Account Overview 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 […]

This article explains the roles and access that can be assigned to users of Teams accounts. Teams Account Overview 5 subaccounts 25 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 […]

This article explains the roles and access that can be assigned to users of Essentials accounts. Essentials Account Overview 2 subaccounts 10 users 6 user roles: Parent, Administrator, Full, Editor, Author, Response Only Unlimited automations Landing pages Note: There can only be one Parent user per account. Essentials Roles and Permissions Role Can Access Cannot Access […]

This article explains how to add, edit, and update users in Lite accounts. Lite accounts can have up to 5 users. However, 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 […]

Lite Account Overview 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. Lite Roles and Permissions Role Can Access Cannot Access Administrator All areas of the account including: All tabs: […]