Account Setup keyboard_arrow_right Multi User Members Guide


As a Multi User member, your account will work almost identically to our Single User accounts and you can follow our tutorials as if you were an Single User. However, you may have some restrictions or additional features provided by your administrator.

This tutorial discusses the differences between Multi User and Single User accounts and highlights the questions you may encounter as you use our tutorials.

Password

Your administrator does not have access to your password information and cannot sign into your account. If you forget your password, please use the forgot password feature or call CorpNote technical support at 609-406-1665.

Choosing Images, eCards and Email Layouts

Your administrator's preferences affect the following:

  • Uploading your own Images - your administrator has control over whether you can upload your own images. If you have this option available, you will see it in the navigation under My Account > My Images.
  • Administrator Provided Content - Your administrator has the ability to provide you with their own images and email layouts. If they have provided them, you will see them when you use those features.
  • CorpNote's Image and Email Layout Libraries - your administrator has control over whether you can use our image and email layout libraries. When you select Email > New eCard, if you only see the tab for "My Images," then your administrator has disabled your access to the CorpNote image library. When you select Email > New Email/Newsletter, if you only see the tab for "My Layouts" and not the "Layout Library" then your administrator has disabled your access to the CorpNote email layout library.

Email Templates

Your administrator does not restrict the use of email templates. You can create your own email templates or use email templates that have been provided by your administrator.

How to Access your Administrator's Templates

  • Go to Email > My Templates and click the 'Admin Templates' tab
  • From the drop down menu, select view or use template
  • The template's thumbnail image may contain your administrator's email signature information. When you view or use the template, you will see your email signature information and not your administrator's.

Email Automation

Your administrator does not restrict the use of email automation or how many recurring email campaigns you can have. You can schedule an email to be sent on a specific date or use the recurring email feature to have emails sent on a contact's birthday, anniversary, start date or on a specific interval schedule.

To set up a recurring email campaign, you must have created email templates or have email templates provided by your administrator.

When setting up a recurring email campaign, you will see your administrator's email templates if they provided them. If there are a lot of email templates, you can select an email template "category" to narrow your search results.

How to Access your Administrator's Templates

  • Go to Email > Email Automation and "Create New" or edit an existing email campaign.
  • On the page where you select Email Template(s), select "admin templates", select an optional category and then click search
  • You can combine your own email templates and your administrator's email templates in a single recurring email campaign by clicking on the thumbnail of the email templates you want to use. Continue to search until you have selected all of the email templates you want to use.
  • After you have selected all of your email templates, click the 'continue' button.

thumb_up Important Note

  • Your administrator's email template thumbnail image may contain your administrator's email signature information. When the email template is sent, your email signature information will be included and not your administrator's.

Address Book/Contacts

The contacts you add to your address book can only be seen by and managed by you. Your administrator does not have access to this information. You can include birthday, anniversary, start date, comments and other important information with each contact.

If you want to use the recurring email feature, you must have contacts in your address book.

Billing & How to Cancel/Reactivate Your Account

If you need to know your administrator's contact information, sign into your account and go to My Account > Billing and Password and click on the tab for "Billing Contact." If you need to cancel or reactivate your account, please contact your administrator.

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If you need additional help, please refer to our Help Center or complete our Priority Email Support Form.

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