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
- 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 firstname.lastname@example.org. 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 email@example.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: