With a LionDesk Admin account, you can easily share campaigns with your sub-accounts, which is a great way to have consistent communication across all your sub-accounts.
Any campaigns the Admin shares will be fully controlled by the Admin. Sub-accounts will have access to the campaigns but will not have access to edit the campaigns. Only the Admin can edit the campaigns.
Note: To add sub-accounts, you must have a Starter, Pro+, Elite plan. Admins of an Enterprise or Broker Lite accounts can also add sub-accounts.
Click here to learn how to add sub-accounts
Follow the directions below to learn how to share campaigns with your sub-accounts.
1) Open the main menu, and click on Campaigns.
2) Search for your campaigns, and click on the following icon. Click on Share with Sub-Accounts.
Note: The campaign will be shared with all sub-accounts.
3) In the pop-up window, click Share to confirm.
4) Once shared, you will see the label "Shared with Sub-Accounts" appear under the campaign name.
Note: Any changes made to the campaign from the admin will automatically update the campaign in the subaccounts.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT.