Questions this guide will answer:
- How can I add a login to my account?
- How can I add a profile to my account?
What type of content are you after?
- Your Account
Your Account will be the overall Company name that we associate your invoice information to. When you log in to the user interface to view Messages and Lists, you will be logging in to one of your profiles. Think of the account as the umbrella company with your profiles as sub-companies or departments.
An unsubscribe will typically happen at the profile level so you may wish to separate out your activity. For example, customers who receive transactional emails for receipts or order confirmations may wish to opt themselves out of Marketing emails so it’s best to have one profile for each.
You may also have branches or stores around the country where customers will need to be kept separate. If you have different brands under an umbrella company, you’ll also need a separate profile for each. This way the relevant branding such as the From Address and From Name for each sub-brand can be held in separate profiles.
Logins are simply the usernames given to individuals in order to sign in to the interface where a password for that login will be supplied. We will also assign you email address to that login in the back end for security and email notification purposes.
Logins can be granted access to different profiles if required. For example, you may be the main user that needs to see or control the activity in all profiles within the Account. You may also then have a member of your team that should only have access to your Marketing profile, or one of the sub-companies in your group.
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