Templates for Clients

We teach a class on maintaining a good database for email purposes. Our clients sign up for a Campaign Monitor account so they can have access to our templates and general list management. For example a database should start with 6 distribution lists, past clients, potential clients, networking...blah blah blah.

Is there a way to set up the master account (mine) and then have it duplicated so that each new client would have the same templates and distribution list names (not the actual addresses in the distribution lists just the segments set up) on their account when they register?

Currently every time a new client purchases an account under our main campaign monitor account I have to upload all of our templates and create distribution lists for them. It takes a very long time per client. There must be a way to give clients access to templates we've designed without having to upload them every time.           

Thanks in advance for your reply.

roshodgekiss roshodgekiss, 3 years ago

Hi there jamie0511, this is great timing - a new service called MyCMSetup has just launched, which specifically creates new client accounts, pre-loaded with templates. Once you've linked MyCMSetup to your Campaign Monitor account, all you need to do is create a 'configuration' with client settings and templates, then go to town rolling it out. You can find out more via our blog.

Thanks, jamie0511 - we'd love to know how you go!


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