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Want to convince new clients to use your email marketing service, but feel that your word isn’t enough to sway them? With our new team management update, you can now create demo accounts for one and all to use.

In times past, a means to swiftly create demo accounts has been popularly requested amongst agencies, designers and other rebranders of our app. However, sharing login credentials and having attractive features locked down (like the ability to add templates) made this all a bit testy… Until team management came along.

Now, you can safely provide new clients with access to an account, by adding them as people with special permissions. Here’s an example:

Adding new people to a client account

As you can see, we’re creating a new person who can do pretty much everything except send campaigns, run design and spam tests and manage lists. However, if you send a couple of demo campaigns via the account first, they’ll be able to view anonymized campaign reports and get a solid feel for the app in action, without the risk of unintentionally firing off email campaigns.

An alternative to creating client accounts

Previously, we’ve seen resellers create separate client accounts, each and every time they’ve wanted to demo their service to someone. This tends to get fairly messy in designer accounts, not to mention, copying templates from one account to the next can be a real drag.

Now, it’s simply a matter of inviting new people into an existing client account. You can even automate this process using our API, as we’ve also rolled out all the methods you need to add, view and update people, including change their permissions/access levels. Et voilà! A new weapon in your arsenal when selling email marketing.

Finally, thank you for all your feedback since we released team management – its been immensely useful for helping us focus on changes that rebranders in particular can benefit from. If there’s an improvement you would like to see made, or a scenario (like creating demo accounts) that we should cater for, be sure to let us know in the comments below.

This blog provides general information and discussion about email marketing and related subjects. The content provided in this blog ("Content”), should not be construed as and is not intended to constitute financial, legal or tax advice. You should seek the advice of professionals prior to acting upon any information contained in the Content. All Content is provided strictly “as is” and we make no warranty or representation of any kind regarding the Content.
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