Sub accounts

Manage multiple departments under one account using the multi-account solution

Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago

Sub-accounts are used to give departments of organizations - not just agencies and franchises - their own separate accounts without having to open completely stand-alone accounts.

Sub-accounts are available with the Multi-account and Pay As You Go billing plans.

Benefits of using sub-accounts

  • Subscriptions and relationship with contacts

    • Lists are completely separated

    • Each subaccount has their own set of subscription options that are shown on the subscription preferences page (the "unsubscribe" page)

    • A contact unsubscribing from one account doesn't affect subscription of the same contact in other accounts.

    • This way subaccounts can maintain their own, separate relationships with contacts

  • Account structure and data sharing

    • Sub-accounts are operated independently without data sharing. The only exception with sharing is templates that can optionally be shared across sub-accounts to help with branding

  • Administration

    • Individual user logins can be assigned to access only a single sub-account

    • Admin users can access all sub-accounts

  • Cost

    • Cheaper than opening multiple stand-alone accounts

Data sharing

With the exception of template sharing, which is optional, there is no data sharing of any kind between sub-accounts: messages, reports, contact lists, subscriptions, account settings, etc. in every sub-accounts are independent of other sub-accounts.

Unsubscribes

If the same contact exists in more than one sub-account and they unsubscribe in one of the accounts they will remain subscribed in all other accounts. 

User logins

Each sub-account can have their own users who can only access their designated sub-account. Administrators can access all sub-accounts.
Read more about user roles and permissions.

Billing

For the Monthly Subscription Plan the total number of active contacts across all sub-accounts is used to determine the number of active contacts for billing.

For the Pay As You Go Plan sub-accounts share a common pool of email credits that the primary account purchases. Each sub-account draws from this pool of credits as they send emails.

For both payment plans the primary account is billed and cost allocation between sub-accounts is done internally. Subaccounts aren't billed directly.

Number of sub-accounts under one main account

You can maintain unlimited sub-accounts.

Creating a new subaccount

You can manage subaccounts under the Accounts navigation item.

Only administrators have access to create new sub-accounts. 

If you aren't an administrator, the users list page will show you the name and contact details of your administrator(s). Contact them to have them grant you additional permissions.

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