By clicking on 'Account Hubs' in the top menu of the Portfolio Manager, you can
- define the Account Hub 'Settings'
- create 'Campaign Messages'
- 'Manage Account Hubs' to transfer or delete
- edit the 'Messages' templates
- customize the customer view in 'Designer'
- manage the tracking settings in 'Privacy and Consents'
In the 'Settings' you can configure how publications can be shared by default on enterprise level.
1/ By switching the slider 'Share new publications' to the left, you switch it off. The sharing of newly uploaded publications will then be disabled and needs to be activated in the publication settings itself, in case of exceptions.
However, when the sharing is activated you have multiple options in how your content can be shared:
2/ Via the dropdown 'Share by account hub', you can allow sharing from the app by
- email: publications can only be shared by email
- Account Hub: publications can only be shared by Account Hub
- email and Account Hub: publications can be shared by email and Account Hub
On top of this, the documents can be protected with a password that requires a login for that document only.
3/ Additionally, you can set an open or 'Secure login' for the entire Account Hub.
- Secure: login and password is required to view the Account Hub
- Open: the Account Hub can be opened without login
4/ In case of a Secure Account Hub, it is possible to set an extra level of security - making sure the password is created by the owner of the email address associated to the Account Hub - by working with the 'User verification code'. In that case a request to the customer will be sent to enter a verification code provided on that mail address.
5/ If an Account Hub should not be shareable by your customer towards another party, it can be disabled by switching the slider to the left.
When customers receive an invitation to visit the Account Hub, a link with additional information is displayed on the login page. This link you can enter in the field 'Link to more information'.
For compliance, you can enter a general mail address in the field 'Blind copy mailbox' to receive a copy of all sent out Account Hub messages.
As mentioned in point 1/ of these Settings details, the general sharing settings can still be switched off on publication or on library level by going to the specific settings:
And opening the tab 'Advanced':
2. Campaign Messages
The Account hub campaign is a message that the content manager creates and makes available to the users of 1 or more user groups. These users will receive a mail that a message is ready to share with customers. They see the message in the Account Hub admin and can then decide to
which Account Hubs they want to push this account hub message.
By clicking on the 'Campaign Messages'-menu, you get an overview of the campaign messages that you have sent - using the filter menu at the left if you have already sent out quite some messages before:
And you can click on the '+ Create new campaign message'-button to send a new one out.
3. Manage Account Hubs
To transfer Account Hubs to other sales reps or to delete them entirely:
The templates of the messages that are sent to users or customers can all be customized. To do so you go to the menu 'Messages' and click on the one you would like to adjust:
In this menu you can customize the customer view of your Account Hubs:
6. Privacy and Consents
You can manage all tracking settings for your enterprise in the menu 'Privacy'. What would you like to track and should the customer be informed about it: