New agency partner onboarding checklist
By completing the items below, you will set yourself up for success with each new account. Click on the sections below for more information on each category.
The first step in setting up an instance for a new client is provisioning the instance through the Marketing Network.
- Hover Over the Profile icon and click Marketing Network
- Click the New button and the Create new account window will appear.
- Fill in the client name and address, along with how many Active Contacts you wish to provision for their instance.
Once the client instance has been provisioned, add Managers so that your team can access it.
To Add Managers:
- Hover over the newly created account, then hover over More > select Managers
- Click the checkbox next to which of your Marketing Users you would like to have Manager access.
- Once this has been completed, hover over the account and the Login button will be available on the account for all assigned managers.
Sales Users have access to only the features which will assist a salesperson in selling more effectively. Under the Agency Agreement, Sales User access is the only access that can be granted to an Agency’s client. Sales User access can be leveraged to provide notifications and alerts to the Agency’s client, as well as visibility into beacon tracking.
By default, new client instances are provisioned without Sales Users. There are two types of Sales Users available, Salesforce Sales Users, and Non-Salesforce Sales Users.
Your Partner Success Manager will add the appropriate sales users to your new client instance at your email request. Please include the Client Account Name and the desired Sales User Type in your email to your PSM.
- Navigate to the Settings icon drop down and select Users.
- Once on the Users page, navigate to the Sales Users area and click the Import Sales Users button. Act-On will reach out to your Salesforce.com account and display all active Salesforce.com users in a pop up window.
- Scroll through the user list and check the box next to each Salesforce.com user that will need access to the Act-On features integrated into Salesforce.
- Once the users have been selected click the Add Users button to complete your selection.
Sales Users will not be required to go verify their address or set up their account the same way that a Marketing User does. Simply notify the Sales User that they have been provisioned an account, and each time they access the integrated features, Act-On will use single sign on to create a seamless experience for the rep.
- Hover over Settings, and select Users.
- Click Sales Users.
- Click Add Sales Portal User.
- Enter the user's Email Address, First Name, and Last Name.
- Click Add User.
Verification process when a Sales Portal User (non-Salesforce) is added:
Act-On will send a verification email to their inbox that includes a verification link. The new Sales Portal User needs to click on the verification link within the email, follow the steps to log in to the Act-On account. After the new Sales Portal User has completed the verification process, you will see a green check mark icon next to their User Log in in the Sales Users page, which signifies they are able to conduct activities within the Act-On account.
Setting up an additional From Address allows you to send e-mail on behalf of your client. From Addresses must correlate with existing email addresses. Examples of these addresses are email@example.com, firstname.lastname@example.org or email@example.com. There is no limit to the number of addresses that can be added, and they do not use any of your Marketing User licenses.
Each From Address will need to be confirmed by clicking through the link contained in the confirmation email prior to use. It can be helpful to complete the Whitelisting process prior to setting up From Addresses.
Follow the Steps Below to Set an Additional From Address:
- Hover over Settings, and click Users.
- Click From Addresses.
- Click Add From: Address.
- Enter the information in the requested fields.
- Click Add.
- Click the Radio Button in the Default column to set one of these additional From Addresses as the default From Address in your Messages.
Act-On will send a verification email to that inbox, click on the verification link in the email to confirm. Once the email is confirmed, you will have the ability to select the desired email address as a from or reply to address.
✔ Technical Integrations
Whitelisting is critical for your ongoing delivery success when sending email within your organization, and especially when sending to your clients. Whitelisting ensures that the email campaigns and test messages you send to your clients get through without issue, and can help prevent questions about deliverability.
By whitelisting the Act-On sending domains, IP address blocks and your corporate 'from' address(es) within your spam appliance or email provider, you can enhance your deliverability and greatly reduce the risk of your email being blocked, bulked, or soft bounced entirely.
For instance, if firstname.lastname@example.org sends email through Act-On to other recipients within the @company.com email domain, the @company.com mail server may detect that mail is not originating from the company, but rather a third party and thus label it as spoofing or spam. Whitelisting will prevent this behavior.
- Whitelisting is not necessary for delivering email to recipients outside of your organization
- For external mail delivery, please see DomainKeys Identified Mail (DKIM) and Sender Policy Framework (SPF)
- Please do not use the information below within your SPF record (see the article for instructions regarding that)
There are three areas of whitelisting you should deploy:
- Domain Whitelisting – Please ask your IT staff to whitelist the following domains:
- IP Address Whitelisting – Please note, the ranges below are expressed as CIDR blocks. Ask your IT staff to whitelist the IP address in the IP blocks below.
- From Address – It’s important that Act-On’s email servers are able to deliver email where the 'from' address purports to be from your 'domain.'
Emails where the 'sending domain' is not the same as the 'from' address are often blocked as domain spoofing. Many users find that, in addition to the suggestions above, they need to make sure that email from Act-On’s sending domains or IP’s are exempted from this 'spoofing' rule.
You must proactively whitelist as described to ensure successful and continued delivery. While whitelisting does not solve all delivery issues it’s a good first step in the process of establishing your sending identity and ultimately your sending reputation.
If you have questions, please contact your Customer Success Manager or Act-On support.
DKIM will need to be set up for each client account, for each domain that they will use as a From address.
To set up DKIM:
- Add a CNAME type record to your DNS with the settings below:
- CNAME: <Acct#>aoauth._domainkey.domain.com (<Acct#> is the Agency Partner's Account Number. This will be the same for each DKIM record created. domain.com will be replaced by your client’s domain when setting DKIM up for them. This will be the sending domain)
- Points to: dkim.act-on.com DKIM also requires an alias of postmaster@, and create a mailbox for it (if it does not already exist).
SPF also needs to be set up for each client account, for each domain that they will use as a From address.
To set up SPF, work with your mail or IT team to create a new TXT record under the DNS of each domain:
v=spf1 include:_spf.act-on.net -all
SPF for the Envelope Domain
Separately from the steps above, you must create a subdomain to use on your digital mailing envelope and have SPF set up on that subdomain as well.
Work with your mail or IT team to:
- Create the sub-domain (eg., mailer.company.com) for your email envelope
- If you have multiple domains, choose the one with the healthiest email reputation
- Create two new records under the DNS of this sub-domain:
- TXT record:
v=spf1 include:_spf.act-on.net -all
- MX record that points to:
est-mta.b2b-mail.net (priority 10)
- TXT record:
Once you have completed all the SPF and DKIM steps above, contact support to have those enabled for your new account.
It is important to configure the Custom Marketing Domain for every Act-On instance you manage. Accounts with the Custom Marketing Domain in place will see improved branding, better deliverability, and more effective beacon tracking.
By default, hyperlinks in your e-mail messages, landing pages, and online forms will use an Act-On domain such as youruniqueaccountname.actonsoftware.com. (Your client accounts will be provisioned with the schema of "a12345.actonsoftware.com", with the 4-5 digit number matching the Act-On Account Number for that instance.)
- Hover over Settings, click Branding > Custom Marketing Domain to capture the correct Act-On server specific to your account.
- Locate the text in red that shows something like "a9999.actonsoftware.com", "companyname.actonsoftware.com", etc.
- Notify your IT team to create a CNAME that points to the Act-On server found from step 2 above.
- Most users will use "marketing" or "info". For example, "marketing" would look like "marketing.examplecustomerdomain.com" (where examplecustomerdomain.com would be your homepage).
- Once the CNAME is created by IT, log back into your Act-On account.
- Hover over Settings, click Branding > Custom Marketing Domain
- Type-in the newly-created CNAME within the empty box at the bottom of the page.
- Click the Change My URLs button.
- The particular configuration steps needed to take within your website/domain administration panel will vary by vendor. If you are unsure how to make this adjustment, please contact the person or organization managing your website/domain.
- If you need to track secure pages you will need an SSL certificate, click here to learn more.
- If you have website tracking setup, you will need to update your Beacon Tracking Code. Navigate to Settings > Other Settings > Beacon Settings, and replace the beacon tracking code on the pages you are tracking.
- It is very important that the CNAME that was setup be left pointing at the Act-On server. All marketing content created will refer to that CNAME moving forward. If the CNAME is removed, content URLs you have distributed may no longer work as desired.
- A CNAME will point your subdomain to your Act-On server. It is not the same process as a standard URL redirect, so please ensure your website administrator is specifically given the cname instructions.
- If you have configured a subdomain in Act-On using the above steps but are unable to view any images, links, or web pages using your Act-On subdomain URL, that indicates a configuration error within your web hosting.
- Your prospect tracking is improved
- It makes your beacon tracking code place a first-party cookie on your visitors' browser because the cookie is now registered to your domain instead of actonsoftware.com
- A cookie coming from actonsoftware.com is a third party cookie because it is a completely separate domain from your company's website address. A cookie needs to be registered to a domain and actonsoftware.com is your default location for your Act-On assets.
- Third-party cookies are sometimes blocked if the website visitor increases their browser security and are blocked by default in some browsers such as Safari. First-party cookies are not, and if the Act-On cookie is originating from your Act-On subdomain it will be first-party.
- Visitors will prefer to see URLs for your landing pages and forms coming from your domain rather than an external source
- If the custom marketing domain needs to be changed after the beacon tracking code has been implemented, you'll need to update the custom marketing domain in your Act-On account again to reflect the new sub-domain. This will change the beacon tracking code to reflect the new vanity domain, so you'll need to reapply the updated beacon code on your website.
- The Website Visitor History will be removed, so you're essentially starting from the beginning. Each individual contact will continue to show the respective webpages they've seen in their individual Act-On Activity History, but the overall Website Visitor Tracking Reports will be reset to zero.
- Once they are re-cookied with the new beacon tracking code, they will appear once again under the website visitors page with their previous information populated based on their email address as the unique identifier.
List cleaning and data hygiene are pivotal in ensuring successful email campaigns both for you and for your Agency’s clients. Proactively cleaning a list prior to sending to it helps minimize the occurrence of hard bounces, spam traps and other malicious email addresses. The result is fewer soft bounces and improved inboxing rates.
Many Act-On Agency Partners also position list cleaning to their clients as an added service, in that the Agency not only sends email campaigns on behalf of their client, but is also actively working to ensure the calls to action get in front of as many recipients as possible.
For more information on Email Deliverability, see our ebook: https://www.act-on.com/ebook/email-marketing-deliverability-ebook/
Your Partner Success Manager can assist you with cleaning lists through our partner companies. Contact him/her for more details.
Act-On automatically suppresses email records found within the Opt-Outs, Hard Bounces, and Spam Complaints Lists from any emails sent within your Act-On account. If your client has record of opt-outs, bounces, or spam complaints, follow the steps outlined in the video below to upload them into the suppression lists.
Dirty lists provided by list cleaning services should also be loaded into the Hard Bounce List to prevent future sends to these dirty records.
Identify/Target Engaged First
Lead scoring is one of the most useful tools for qualifying your prospects and to help your sales team prioritize their leads and contacts.
- Hover over Contacts, and choose Scoring Rules.
- Add values for each profile and/or activity.
- Update the Pick Time Period.
- Click the Update Scoring Rules button.
There are two attributes when setting your scoring rules: Profile-based and Activity-based. Below are the steps to setup the scoring rules for each of these attributes:
- Under the Profile section, click Add Profile Condition to set up a condition.
- Add a descriptive name for your condition, such as "High-Level Executives." This description is what will display for your reference on the Scoring Rules page.
- In the next field, type or select the field name of interest, such as Industry or Job Title. This should match the name of an actual field in your lists.
- Choose a condition such as Equals or Contains. Enter the values you want to assign a specific score to, such as "President" or "CEO".
- If there is more than one value that qualifies, enter them all in the box and separate them by semicolons, e.g. "President; CEO; VP"
- Click Save.
- In the Scoring Rules page, enter a score value to correspond to your new condition.
- Click Contacts > Scoring Rules
- Under the Activity section, select the time period of interest (or select ALL for lifetime lead scoring)
- Assign a unique numeric value to each specific activity.
- Items in the default list (Was sent a message, Opened a message, Clicked on a message, Viewed a form, and so on) apply to "generic" characteristics: they don't apply to a specific message, form, document, page, or webinar.
- If you prefer, you can assign a numeric value to activities for specific items, instead (or as well), as described in the following steps.
- Below the list of activities, click the drop-down list (-- Add scoring for specific actions --), and choose one of the options.
- In the window that appears, select the specific messages, forms, documents, pages, or webinars you want to test for the specified behavior.
- When you finish, click the SUBMIT button.
- You can edit an existing rule by clicking the choose link next to its name. You can delete a rule by clicking the X at the far right end of its row.
- Move the pointer over an icon next to the rule name to see a description of the selected item; click the icon to preview the item.
- Repeat steps 1 through 3 to define as many specific actions as you like.
You'll probably want to assign higher numbers for more "desirable" behaviors: opening a message is good, clicking in a message is better, and registering for a webinar is even better, for example. Your scheme might consist of assigning a unique value for each behavior to create lists or segments that precisely identify a particular behavior or combination of behaviors: if you assign a different power of 2 (1, 2, 4, 8, and so on) to each rule, the sum of scores for any given address will tell you exactly what that address has done; there's only one combination of behaviors that results in a score of 3, or 6, or 10, for example.
The first time you set up your scoring rules it may be difficult to know what values to assign to each behavior. Here's a list of recommended default scores that you can use. Over time, you will want to visit this page and update the values, giving higher scores to behaviors that are common to prospects that purchase your products.
Was sent a message
Opened a message
Clicked on a message
Viewed a form
Submitted a form
Downloaded a document
Visited a landing page
Visited a web page
Registered for a webinar
Attended a webinar
Visit Specific Webpage
Act-On integrates with multiple CRMs. The integration allows you to synchronize your database between Act-On and your CRM to ensure consistency in your lists. In addition, your sales users will have the ability to view Act-On-specific content within the CRM.
Below are a list of the CRMs that can integrate with Act-On:
- Microsoft Dynamics
- Infor CRM
To initiate the connection between Act-On and your CRM, follow the steps below:
- Hover over Settings, and click Connectors.
- Click the CRM menu, and choose from one of the CRMs listed.
Act-On integrates with multiple webinar applications, so you can market your events through the Act-On platform. By integrating your webinar application(s), you'll be able to automate the registration and email process for each individual event.
Below are the webinar applications that integrate with Act-On:
- Cisco WebEx Event Center
- Citrix GoToWebinar
Integrate your webinar application by following the steps below:
- Hover over Settings, and click Connectors.
- Click Webinar, and choose from one of the available webinar applications.
- Enter the webinar-specific user information.
- Click Login
Act-On integrates with various social media avenues to help promote your Act-On Landing Pages, Act-On Forms, and media assets. Act-On can be integrated with the following social media accounts: Twitter, LinkedIn, Bit.ly, and Google URL Shortener. The Twitter connector will also gives you access to the Twitter Dashboard prospecting tool to generate leads from Twitter.
- Hover over Settings, and choose Connectors.
- Click Social.
- For each Social Media tab, click Connect User.
- Enter the User Name for each respective Social Media outlet.
- Click Save.
- Hover over the user account created, and click Authorize app.
- You can repeat this process for any additional social media user accounts you would like to add.
URL Shorteners can also be integrated with Act-On. Bit.ly and Google URL Shortener are used to automatically shorten the Public URL for your Act-On Landing Pages and Act-On Forms when posting these marketing assets through Social Publish or the Twitter Dashboard.
- Hover over Settings, and choose Connectors.
- Click URL Shorteners.
- Click Bitly or Google URL Shortener.
- Click Connect.
- Enter the appropriate user information.
Google Analytics and Coremetrics are used to track overall website traffic, and both can be integrated with Act-On via the Connectors page. By enabling either or both of the web analytics applications, you can track website visitors coming to your website as a direct result of your Act-On email campaigns. Act-On will become a referring source in your Google Analytics or Coremetrics reports and further supplement the data in those reports.
Follow the steps below to set up your web analytics connectors:
- Hover over Settings, click Connectors.
- Click Web Analytics.
- Choose Google Analytics or Coremetrics.
- Click on the box to Enable Google Analytics/Coremetrics.
- Enter the domains tracked by these accounts.
- If you're tracking multiple domains, enter each domain separated by commas.
- Only use domains. (For example, enter "act-on.com" only.)
- Click Save.
Act-On integrates with the following Google applications: AdWords, Analytics, and URL Shortener. All three applications are used very differently in Act-On for marketing purposes.
Below is an overview for each Google connector and their purpose:
- Google AdWords: Act-On’s Google AdWords integration is a powerful tool that manages your paid search marketing from within the Act-On platform. You will know how search marketing has impacted revenue, improve your keyword targeting through SEO coordination, and have the ability to target prospects based on their search history.
- Google Analytics: Google Analytics is used to track overall website traffic, and it can be integrated with Act-On via the Connectors page. By enabling the connector, you can track website visitors coming to your website as a direct result of your Act-On email campaigns. Act-On will automatically become a referring source in your Google Analytics reports and further supplement the data in those reports.
- Google URL Shortener: Google URL Shortener is used to automatically shorten the Public URL for your Act-On Landing Pages and Act-On Forms when posting these marketing assets through Social Publish or the Twitter Dashboard.
There are many elements within Act-On that make it easy to create content over and over again without having to start from scratch. Importing your client’s logo is an easy way to create a branded feel for templates, forms, landing pages and more without having to search your image library or import more media.
Uploaded company logos that are easily selected when creating messages, forms, and landing pages.
Follow these steps below to add a logo:
- Hover over Settings, and select Branding.
- Click Default Logo
- Click New Logo
- Enter a name for the logo.
- Choose to import a logo from your computer by clicking the Choose File button to the right of the first radio button.
- If you would like to link to a logo on your company website either provide a direct URL link to the logo or type in your company URL, and click Search.
- If using the search option, Act-On will scrape your website for available images which will be displayed in a pop up window. If your company logo has been discovered simply, click the logo, and Act-On will save a copy of the image for you.
- Click Submit.
- Hover over any of the logos, and identify one to be the default logo in your Act-On account by clicking make default.
In addition, it is strongly recommended that you implement an Alt Text, Hover Text and Target URL for each logo.
- Alt Text - A text can be used in place of an image if the recipients' mail client is not allowed to show HTML images.
- Hover Text - A description or word can be used to identify the logo if a recipient hovers over the logo.
- Target URL - Allows the recipient to be redirected to a specified URL. Please enter a URL that begins with "http://".
Stationeries are borders or wrappers around your Act-On emails, forms, and landing pages. They are not "templates". Stationeries determine where content is placed in your Act-On marketing materials like the location of a logo in an email.
Act-On has uploaded quite a few stock stationeries in your account by default, and you can begin creating emails, forms, and landing pages using these stock stationeries. When you find one that fits your brand look-and-feel, select it as your account's default stationery.
In addition, custom stationery can be created to match the look and feel of your client’s website, giving your Act-On assets a much more polished and professional look. The following article will help you code your own stationery, but if you don’t have the time or skillset internally, the Act-On Professional Services team can create them for you.
Follow the steps below to identify your account's default stationery:
- Hover over Settings, click Branding.
- Click Default Stationery.
- Click the drop-down list, and choose a stationery.
- Click the default checkbox, a popup will appear confirming the new default stationery.
- Click OK.
When creating and posting content from Act-On, continuing to further your client’s brand is important. A favicon is the icon that is displayed when people access web pages associated with their company domain. This is generally not something most people think about since it done by our webmaster or IT department. Set up your favicon in Act-On so we can use it on the pages you post and promote.
In order to add a Custom Favicon to your landing page you first need to upload your Favicon image into the Act-On image library (Content > Images). Once this is done you will create a custom stationary (Content>stationery). If you are not HTML savvy, downloading one of the stock templates and editing it will suffice. In the head of you stationary HTML place the following code:
<!DOCTYPE html> <html> <head profile="company URL"> <link rel="icon" type="image/jpg" href="Insert Favicon image URL here"> </head> </html> <html>
Once you have made these edits upload your stationary and simply apply it to your landing page and your Favicon will update.
Signatures are a way to save time when creating e-mails or landing pages in your Act-On account. You have the ability to input signatures into a library that is available every time content is created and is an easy way to keep control over corporate branding.
There are two types of signatures in your Act-On account appropriately named My Signatures, available only to you, and Account Signatures, available to all users in your account. Only administrators are allowed to create Account Signatures while anyone can create a signature for their own personal use.
Follow the steps below to add or update a signature:
- Hover over the Profile icon.
- Click the Signature option.
- Click the My Signatures or Account Signatures option.
- Click the New Signature button on the right side.
- Add a file and/or enter the text.
- Click the Apply button.
While Act-On will generate default Headers and Footers in your client instance, you may wish to create Headers and/or Footers to facilitate greater customization.
When creating a new message, the default header will be used.
To change headers:
- Hover over Outbound, click New Message. The Compose a Message window will appear.
- Click Start With a Blank Message or choose from one of the other five options.
- Click the Use Default Header drop-down to choose from any of your custom email headers or suppress the header entirely
- Email headers allow your email recipients to view the email in a browser window. Typically, email clients (like Outlook or Gmail) are not as capable as web browsers (like Chrome or Firefox) in rendering HTML, so this allows your recipients to view the email the way it was intended
- Email headers also provide your recipients with a click-through link at the top of the email message, allowing Act-On to 'cookie' them sooner
When creating a new message, the default footer will be used.
To change footers:
- Hover over Outbound, click New Message. The Compose a Message window will appear.
- Click Start With a Blank Message or choose from one of the other five options.
- Click the Use Default Footer drop-down to choose from any of your custom email footers or suppress the footer entirely.
- The default footer will always include the profile organization's name and address that you have set up in your Act-On account as well as the Act-On opt-out link. All three components are required to make sure your email messages are CAN-SPAM compliant.
- If you decide to suppress the footer, ensure that the organization name, physical address of your organization, and the Act-On opt-out link are found somewhere within the body of your email message
The Custom Menu Shortcut is an excellent organizational tool for Agencies. It allows you to quickly identify the account within which you are working, which is especially handy when you have concurrent projects for multiple clients.
This link will display for all of your marketing users in the top right corner of your Act-On account, next to the Settings link.
Below are the steps to follow to add a custom link within the Act-On application:
- Hover over Settings, and choose Branding.
- Click Custom Menu Shortcut.
- Enter your URL, Text, and Hint.
- Click Set Custom Link
- The text for the link will be placed to the right of the Settings menu.
We usually recommend that the link be named to indicate the name of the client the instance is dedicated to. The link itself can then point to the client website, or a CRM unique account URL if you utilize a CRM such as Salesforce.
Your Act-On homepage will be the first thing you see each time you log into your Act-On account. The start page highlights the main features of the Act-On platform as well as any recent activities within your account through widgets. In just a few short minutes you can customize it to show only the items you like to see and that provide quick information that’s useful to you.
To customize your home page click the icon in the top right corner. Drag items from the right pane into the main window to add them, rearrange by clicking and holding while you move the widget around and remove widgets by clicking the red delete icon in the top right corner. Some widgets have a settings icon that let you customize what you see! To dig into the details of customizing the home page click here.
You can also find resources that are available to you if you have questions about the Act-On platform, register for instructor-led courses, and obtain great insight on marketing best practices.
Upon logging in to your Act-On account, the Start page will show the following default widgets:
- Active Messages – This widget shows the total number of opens and clickthroughs for the day by default. You can change the time frame and the display metrics like open rate, click rate, sent, deliveries, delivery rate, bounces, bounce rate, opt-outs, and opt-out rate.
- Favorite Forms – This widget shows forms that have been marked as favorites (i.e., clicking the "star" icon) in the forms content library. You can change the listing to other Act-On-hosted content like sent messages, email templates, landing pages, media files, images, marketing lists, form submissions, or webinar lists.
- Favorite Email Templates – This widget shows the email templates that have been marked as favorites (i.e., clicking the "star" icon) in the email templates content library. You can change the listing to other Act-On-hosted content like sent messages, landing pages, forms, media files, images, marketing lists, form submissions, or webinar lists.
- Quick Start – This widget highlights some of the core features of the Act-On platform.
- Inbound – This widget provides direct links to the Act-On Inbound features (SEO Audit Reports and Google AdWords Reports). Please note: you must have the advanced Act-On Inbound feature set enabled in your account. If not, it will provide a link to information on Act-On Inbound.
- Account – This widget summarizes your Act-On agreement. It shows the account type, the number of active contacts allotted in your account during a calendar month, and the number of marketing and sales user licenses.
- Resources – This widget provides direct links to your Act-On resources like the User Community, Act-On University, the Customer Support Portal to submit and track cases sent to the Support Team, and the Act-On Center of Excellence (ACE) for marketing best practices.
The default widgets can be moved around the Start page. Follow the steps below to customize your Start page:
- Click the icon located in the upper right-hand side of the Start page, a list of widgets will appear on your screen.
- Drag and drop widgets around the page.
- Remove widgets that you don't need to use by hovering over the widget and clicking the icon.
Account managers are able to share content (forms and email templates only at this time) with any managed account. To do this, an account manager needs to set up sharing privileges, select an asset, select the accounts to share the asset, and accept the asset in the managed account.
- To set up sharing privileges, the account manager selects Share in the list view of managed accounts. In the dialog, the account manager checks Can Share and / or Can Subscribe. Can Subscribe means that the managed account can receive assets from any other account in the group. Can Share means that the managed account can share an asset with any other account in the group.
- To share an asset, the account manager navigates to the preview of the asset they want to share and selects Share. (The account manager needs to be in the appropriate account and previewing the appropriate asset to share.) In the dialog window with the list of accounts that can receive the asset that displays, the account manager needs to select the accounts to share the asset.
- Once the accounts have been selected, the account manager needs to accept the asset(s) in the Inbox that displays in the Home drop-down menu. The user can preview the asset, accept it, or decline it. Once the asset is accepted, it appears in the Default folder of the asset type. For example, an accepted form will appear in the Form default folder.