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Separate workspaces for users, departments and teams

The same approach works within one company. Give different users, branches or departments their own sub accounts to keep their day-to-day activity separate, with the parent account bringing the overall picture together.

A regional team can manage its own updates, while head office maintains visibility across the organisation. Your accounts follow the way your business works, rather than requiring everyone to share the same workspace.

For internal communications, combine this structure with your company and staff newsletters to keep each team’s work organised.

Share data and email designs between accounts

Share Mailing Lists screen showing lists and the client accounts selected to receive them

Transfer data securely

Transfer data securely between accounts when a client or team needs it. Keep the process within your account workflow and share the relevant data with the account that will use it.

Once it is in place, data tagging helps organise contacts into useful groups for future campaigns.

Transfer email designs

Share an email design between accounts rather than rebuilding it from scratch. Your parent account can provide a starting point that each team adapts for its own message.

Create your layouts in the drag and drop designer and pass them to the sub accounts that need them.

Help every team follow your brand guidelines

When several people create emails, a shared starting point makes consistency easier. Prepare designs in the parent account with your organisation’s logo, colours, layout and preferred wording, then transfer them to the relevant sub accounts.

Teams can focus on their content while working from a design that reflects your brand. This is particularly useful for companies with multiple branches, or agencies that want each client’s communications to have a recognisable style.

Start with a design from the email template library, adapt it to your guidelines and share it with your teams.