How do I configure and use an Account Template?

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
  • Notification messages
  • Email Templates
  • Landing Page Templates
  • Published Landing Pages
  • Dynamic content blocks
  • Popups
  • Web Forms
  • Menus
  • Products
  • Calendar Campaigns
  • Drip Campaigns
    • Workflow clone will also clone
      • Find or create Contact list for Add To List actions
      • Find or create Contact list for email sales/email marketing actions
      • Find or create Forms if referenced in post to chat workflow action
      • Find or create Custom field references
  • Tasks and Task configuration
  • Lead Processing workflows 
  • Dashboard Templates
  • Custom Field Types
  • Custom Field Mappings
  • Spam rules
    • find or create contact segment
  • Lead Score configuration
  • Web Chat configuration
  • Account settings:
    • post to google analytics
    • post to google adwords
    • date time format
    • include google analytics script
    • default source
    • field mapping for data-enrich
  •  

 

Note: Template Accounts Are Not Active

A Template account is a shell that is not an active account. Thus no workflows can be activated, Campaigns cannot be activated, etc. The account is a blueprint for creating new accounts.

 

How do I create a Template Account?

  • You can turn an existing sub-account into a Template. Note! In this case, the account will no longer be functional.
  • You can create and set a new sub-account
  • Once you have the account you want to turn into a Template account, go to Administration > Account Settings. Then scroll to Advanced Settings and you will see the checkbox for Template Accounts
  • mceclip1.png

 

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:

 

Or you can use the top bar add client option:

mceclip0.png

 

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

 

A new client account will be created using the selected account template configuration as the blueprint. All workflows, Campaigns, pages, custom fields etc that were created in the selected account template will appear in the new client account. Finally, in order to activate the new account as a Corporate Marketing account, send a request to support@activedemand.com

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