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Partners: Using Your Accounts

Partners will benefit from this webinar, covering account setup, building demo accounts, and best practices for database duplication.

Written by Support Team

Learn how to use your BenchmarkONE partner accounts

Topics Covered: 

  • The purpose of each account 

  • Resources to build out a demo account with fake data 

  • Best practices for database duplication & storing your own template library

Resources:

Q&A: 

Can we set up more than one demo account?
No, only 1 demo account can be tied to a subdomain.

Do I lose templates if I set up my own template library?
No, you can toggle back and forth and your templates (and BenchmarkONE's) will always be there.

Can I make action flows?
If you put link actions on an email template in the Co-Brand Default or Template Library accounts, those will transfer with the template. You can create campaigns sequences in the co-brand default account as well.

Can I change my sub-domain?
No, once you pick your sub-domain, it is permanent. All forms you create are tied to your sub-domain, so changing that would break any forms out in the wild.

What happens to deleted templates in the template and co-brand default accounts? If you delete anything in either of these accounts, your clients will not see them.

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