Would you like to offer your subaccounts more flexibility when creating newsletters?
In this article, you will learn how to activate or deactivate various features for your subaccounts:
Activate/deactivate editor settings
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Log in with your CleverReach agency account.
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Click on Agency in the menu on the left to access the customer management. Here, click on the subaccount for which you want to change the settings.
- Open the Settings tab in this overview.
- You have the following options under Available templates:
Standard templates
You can deactivate the standard templates if you make your own templates available to your subaccount
(see Create a template for Subaccounts at your Agency Account).Standard elements Deactivate this function if you have stored your own elements (agency elements) for your subaccount (see Newsletter Editor: Deposit your own elements in the account).
Agency elements Deactivate this function if your subaccount should only use standard elements (see Newsletter Editor: Deposit your own elements in the account). Dynamic elements This function enables your subaccount to include RSS feeds or articles from integrations (e.g. Drupal) in your newsletter (see Newsletter Editor: Insert Dynamic Elements & RSS Feeds via Element in Your Newsletters). New editor Specify whether your subaccount should only use the New Editor (see Newsletter editor: Activation of the editor for subaccounts). Fallback old editor Activate this function if you want your subaccount to be able to switch between the two editors (see Newsletter editor: Activation of the editor for subaccounts).
Activate/deactivate additional functions (Premium agency)
There are further functions that are available for agencies with a premium rate:
(Are you interested in a Premium account? You can find more information in the article CleverReach Premium Agency Solution)
Content Generator: |
Activate this function to enable your subaccount to use our AI and to support the generation of subject lines (see Using Content Generator AI in CleverReach - General operation). |
Content Generator: Email content |
Activate this function to enable your subaccount to use our AI and to support the creation of email content (see Using Content Generator AI in CleverReach - General operation). |
Mailing templates: Editable |
By activating it, you enable your subaccount to edit templates via the source code. |
Mailing editor: Full HTML editor |
Your subaccounts can use this function in the newsletter editor to display the mailing as source code so that they can make changes directly in the code: |
Profile management | Activate profile management for your subaccounts to simplify the management of recipient data (see Creation of a preference center). |
Note on the DKIM obligation on the dashboard | Switch the DKIM obligation notice on or off for your subaccounts (for more information, see the article Set up DKIM). |
Help & Support
If you have any questions or need help, please do not hesitate to contact our Service Team.