Account Hub settings (Admin 3.0)

Follow

By clicking on 'Account Hubs' in the top menu of the Portfolio Manager, you can 

  1. define the Account Hub 'Settings
  2. manage the 'Campaign Messages'
  3. share, transfer or delete Account Hubs in 'Management'
  4. edit the 'Messages' templates
  5. customize the customer view in 'Designer'
  6. manage the tracking settings in 'Privacy

 

1. Settings

In the 'Settings' you can configure how publications can be shared from the app via the dropdown 'Share by account hub':

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 the Account Hub involves tracking of information shared with customers, we advise to inform customers of how this information is used and their privacy is protected. When Customer Consent is activated, customers will have to accept the "Terms of Use" upon first login into the Account Hub. The terms of use can at any time be consulted in the Account Hub.

By activating the option 'Account Hub consent required' an additional button will appear to edit the terms of use:



In case you want the Terms of Use to point to a web page, you can delete the provided text and only insert the weblink.


Additionally, you can set Open or Secure login to the Account Hub.

With the Secure login, the customer will be requested to enter a verification code that was sent to the provided mail address.
These 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':



Important Note: for interactive publications (the .dink files) you need to enable "Send as PDF by Email" if you want the publication to be shareable.  

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. Management

To share, transfer or delete the created 'Account hubs'.

 

4. Messages

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: 

 

5. Designer 

In this menu you can customize the customer view of your Account Hubs: 



6. Privacy

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.

 

Have more questions? Submit a request

Comments

Powered by Zendesk