Allow clients to edit templates

Is there a way to allow clients on our account to edit their templates? I ask because they want to change little things like phone numbers in footers, which anyone with a text editor can do.

I suspect they might need to move to their own full account, but is there a way to upgrade a client account to their own account without losing everything?

davidaf davidaf, 6 years ago

Hi primal,

They'd need admin privileges to update the template HTML. You can always convert that footer text to editable text by using a <$description$> tag so they can change it however they like. Otherwise, we can sometimes successfully port clients to their own account (it depends on some technical details of the account itself). If you are interested in doing that you'll need to contact us with the request.

The Campaign Monitor Blog – HTML email smarts to go with your good looks

Join 200,000 companies around the world that use Campaign Monitor to run email marketing campaigns that deliver results for their business.

Get started for free