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Using your Co-Brand Default Database
Using your Co-Brand Default Database

This account functions as the mold for all of your new client accounts.

Support Team avatar
Written by Support Team
Updated over a week ago

The Co-brand Default database allows a partner to automatically set up things like customizations, emails, campaigns and more for clients and have those copied over into all new client accounts.

Here is the full list of what can be duplicated:

  • Email Templates

  • Campaigns

  • Forms

  • Deal Stages

  • Task Types

  • My Files

  • Custom Fields

  • Contact Statuses

  • Contact Temperatures

  • Products and Product Categories

  • Purchase Rules

  • Tags and Tag Rules

  • Lead Sources

To build out this database select that Account from your single sign on drop-don and choose your 'Co-Brand Default' database. Reminder: Everything in this account will be duplicated into the new account every time you sign a new customer.

Make sure you ONLY update things in this default database that you want updated for ALL NEW clients. All you have to do is create the items you want to be shared with your clients in the Default Database and they will be uploaded to a client's account once they sign up.

Note: any new additions to the Default Database will NOT be duplicated to existing client accounts. It will only be added when a new client signs up.

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