Marketing Network Account Management

  • Updated

Marketing Network allows Marketing Agencies and B2B marketing teams to create child Act-On accounts (also known as managed accounts) that are managed by Admin users in a parent account.

For Act-On Marketing Network users, Marketing Network is available on the left menu. If you don't have this, contact Support to find out if your account is eligible. 

Account Management

Go to Marketing Network > Account Management > Accounts tab.

  • At the top, Admin users can view stats about the child accounts and active contacts availability. Managers can see a list of accounts they are assigned to.
  • Search, sort, and filter the child accounts. Organize your child accounts into folders & subfolders.
    Tip: To add a child account to a folder, find the child account you want in the main list, hover over it, click  and drag it to the folder in the Accounts area on the left.

Create a Child Account

  1. At the top right, click + Create account.
  2. Enter an Account name.
  3. Enter Street address information (optional).
  4. Enter a number of Assigned active contacts to be provisioned to this child account.
  5. Click Create.

Set Share Permissions

  1. Hover over the child account you want & on the right click  then select Share permissions.
  2. Select
    • Can Share so the child account can share assets with other accounts in the group.
    • Can Subscribe so the child account can receive assets from other accounts in the group. 
  3. Click Save.

Assign Active Contacts

Change the number of active contacts that are distributed between child accounts.

When active contacts are added to child accounts, they are moved from the parent account. The parent account must have at least one active contact, and the remaining active contacts can be distributed between the child accounts as required. For example, there are 30 active contacts distributed between the parent and two child accounts as shown:

Marketing Network Account Management 04.png

If a third child account is added, the active contacts can be redistributed:

Marketing Network Account Management 05.png

To assign active contacts:

  1. Hover over the child account you want & on the right click  then select Assign active contacts.
  2. Enter a number in the box (maximum & minimum values are shown) and click Save.

Assign Managers

Agencies may need to change managers' access to child accounts.

  1. Hover over the child account you want & on the right click  then select Assign managers.
  2. Select the checkboxes for the managers you want to have admin permissions for the child account. 
  3. Click Submit.

Managers tab (only available to Admin users)

To set which parent account users have access to which child accounts, go to Account Management > Managers tab. Filter the accounts and users at the top, hover over the user you want & on the right, click Assign accounts:

Marketing Network for Child Act-On Accounts 03.png

Assign Sales Users

Manage your clients' changing staffing needs in their child accounts.

Contact Support to enable this feature.
  1. Hover over the child account you want & on the right click  then select Assign managers or sales users.
  2. Select the checkboxes for the sales users you want to have access to use the child account. 
  3. Click Submit.

Other Actions

From a child account's  menu, you can also:

  • Move to folder - move the child account to a different folder.
  • Delete account - remove the child account.

Sign In to a Child Account

Manage a child account's settings, users, privileges, and campaigns.

  • Hover over the child account you want & on the right click Login:

Marketing Network for Child Act-On Accounts 02.png

You are signed in to the child account with administrator privileges.

Inbox

Assets shared from other accounts are listed here. Preview then import, or decline as follows:

  1. Go to Marketing Network > Inbox.
  2. Select the checkboxes on the left for the assets you want (select all available at the top left), and in the top banner of the list, click  Import.
  3. In the Import Assets dialog, click  to preview each asset (click  to close preview):

Marketing Network for Child Act-On Accounts 01.png

  1. Click Import All. A confirmation appears and the imported assets are now available for use, for example, under Content > Landing Pages or Forms.

For more information, see Sharing Content Between Accounts.

Contacts Usage (only available to Admin users)

Go to Marketing Network > Contacts Usage to see and download a monthly report on how the active contacts have been used in the child accounts.

  • Set the Start and End Months along the top.
  • See a table for a selected month below the graph
  • Download a usage report at the top right.

Customize

Add your logo to the top left of the child accounts' UI, change the name of the page title for child accounts, and set an address for alert emails.

Contact Support to enable this feature. There may be additional cost.
  1. Go to Marketing Network > Customize.
  2. In Customize appearance, click Edit.
  3. Hover over the Logo, click Change, and choose the PNG, JPG, or GIF you want (max. file size 10KB).
    Images with a transparent or white background will give the best results.
  4. Type the Page Title you want on the box (max. 200 characters). This appears on the browser tab when accessing the child account.
  5. Click Apply.
  6. In Alerts from address click Edit.
  7. Enter the email address to use when sending internal account alerts from child accounts.
  8. Click Apply.

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