Use Bluecore’s multi-account functionality to efficiently manage your email campaigns across all of your Bluecore accounts. Quickly and easily share email audiences, templates, and user permissions from the main account across all subaccounts.
NOTE: If you’re managing multiple Bluecore accounts for different brands or geolocations, this feature is available for you! Please contact your Customer Success Manager to enable the multi-account functionality if you do not see these features within your account.
One of your accounts will be the specified primary account and the rest will be subaccounts. The primary account is where the majority of your email, audience, and template creation occur. Quickly and easily toggle between the main and subaccounts in the upper left-hand corner of Bluecore.
View, edit, and manage users from the main and subaccounts all within Bluecore’s user management. All subaccounts must be managed from the main account. If you are in the user management page on a subaccount, you will only see users for that subaccount.
When viewing a main account with subaccounts, this page will display all subaccounts and users.
Click the three dots to edit or delete a user. Click Add New User in the upper right-hand corner to add a new user to the account.
ADDING A NEW USER
Enter an email address.
Enter a first and last name.
Select account(s) to add the new user to. Multiple accounts may be selected.
Configure any user permissions for the selected accounts(s).
Click Add User in the lower right-hand corner.
The user permissions that are available for any additional users are the same across all main and subaccounts. Click here to learn more about Bluecore’s user permissions.
Use this functionality to copy audiences across different accounts. Build an audience in the main account to be used within any subaccounts. Copy an audience by following the below steps.
1. Navigate to the people icon on the left-hand navigation.
2. Go to All Audiences.
3. Navigate to the audience you want to copy.
4. Click the three dots on the audience.
5. Click Copy to Account.
6. Select the accounts(s) to copy the audience to.
7. Click Copy.
The audiences are now copied to the additional accounts! Now you can toggle to the subaccounts and view, edit, or leverage the audiences in a campaign.
Use this functionality to copy templates across different accounts. Build templates in the main account to be used within any subaccounts. Copy templates by following the below steps.
1. Navigate to the picture icon on the left-hand navigation.
2. Go to Email Templates.
3. Select the templates that you want to copy.
4. Select the account(s) to copy the templates to.
The templates are now copied to the additional accounts! Now you can toggle to the subaccounts and view, edit, or leverage the templates in a campaign.
Easily understand performance across your entire account through rolled up reporting. Navigate to Enhanced Analytics in your master account to view global options for the Campaign Comparison, Email Report Card, and Personalization Performance reports.
When viewing the global version of these reports, please note:
Industry benchmarks will be removed from the Email Report Card report when more than one subaccount is added to the filters.
For all three reports, values in the reports are displayed in USD, unless the subaccounts are in a different currency. Understand more about these scenarios by using the below chart.
For one subaccount, the report will use that specific currency. For example, if that subaccount is for France, the currency will be in Euros.
For more than one subaccount with different currencies, everything will be converted to USD. For example, if the subaccounts are France and the UK, the currency will be in USD.
However, if the subaccounts are both France and Germany (the same currency), the currency will be kept in Euros.
Copying and pausing campaigns across all accounts!
Q: What happens to a global widget when I copy a template to a subaccount?
A: If global widgets are being used within a template, please make any updates within the main account. After the applicable updates have been made to the global widget, copy the template that’s using that global widget to all subaccounts. After being copied, a global widget will generate a new global widget in the subaccount and will lose the association with the main account’s global widget.
Q: Do I need Bluecore assistance to update any of the main and subaccount configurations?
A: Please contact your Customer Success Manager to make any changes.
Q: My main account and subaccount product and customer data schema is different. Can I still setup copy relationships between the two?
A: Yes, but you’ll need to make updates to the product and customer references in the audiences or templates after being copied in order to leverage them in the subaccount.
Q: I copied a template over and now I see multiple copies of the same global widget. Is this expected?
A: Yes. This is currently a known limitation. If global widgets are being used within a template, we recommend making updates within the main account. After the applicable updates have been made to the global widget, copy the template that’s using that global widget to all subaccounts. After being copied, a global widget will generate a new global widget in the subaccount and will lose the association with the main account’s global widget.
Q: Can you copy any asset (audience/template) to any account?
A: You may copy assets from any associated accounts to any other account, if you have the right permission level in the account you are copying from (Communicate Campaign Author for email templates and Audience Manager for audiences).
Q: Is the asset library shared between the main account and subaccount?
A: No, images and fonts are not shared between accounts.