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 […]

Ⓘ 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, […]

Ⓘ Available to HQ, Essentials, Teams, and  Corporate accounts Who can bulk upload subaccounts? Depending on your user permissions, you may not have access to the bulk subaccount creation feature. The account Parent can always use the bulk upload subaccounts tool. However, in HQ, Teams, and Corporate accounts, Managers must have the Can create accounts optional […]

Ⓘ Available to HQ, Essentials, Teams, and Corporate accounts Designed to work like an internal email marketing barometer that easily keeps you informed, your tiered account dashboard features an at-a-glance view of your subaccounts’ mailing engagement and audience growth. If you have a Plus or Lite account, then please refer to this article. How to access the […]

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 […]