How do I configure a Template Account?

What is a Template Account?

If you are a Marketing Agency and are going to create multiple sub-accounts, you might want to use the same account configuration for new clients. To save your time and efforts, ActiveDEMAND allows you to create a Template Account that can be used as a basis for future client accounts.

The Assets that can be built and re-used within a Template account are:

• Appointment Schedulers
• Email Templates
• Page Templates
• Published Pages
• Web Forms
• Campaign workflows
• Lead Processing workflows
• Dashboards
• Custom Field Types
• Custom Field Mappings

How do I create a Template Account?

• You can turn an existing sub-account into a Template by sending a request to support@activedemand.com. Note! In this case, the account will no longer be functional.
• You can create and set a new sub-account and then send a request to support@activedemand.com to turn it into an Account Template.

When you have finished the Template Account setup, in the upper left corner of your screen click + New Client Account to create a new client account using this Template:

A dialogue window will appear where you can select your Template: