User Permissions Marketing

Introduction

The marketing permissions determine how a user can interact with the campaign builder, broadcast emails, lead source s and the legacy marketing features.

 

Step-by-Step Instructions

  1. Campaign (Legacy)

    These permissions controls the ability to view, add, edit, & delete a legacy marketing Campaign. If you do not already have legacy campaigns created, then we recommend you set all of these permissions to No and use the new campaign builder instead.

    • Can edit all records: This permission controls the ability to edit existing legacy campaigns. If it is set to No, the user can view a list of legacy campaigns Marketing > Legacy > View Campaigns, but will see an access denied message if they try to click on a campaign link to view or edit the campaign details.
       
    • Can add: This permission controls the ability to create a new legacy campaign. If it is set to No, the user will not see the option to Add a Campaign (Legacy) in the Legacy menu or the Add a Campaign button when viewing a list of legacy campaigns.
       
    • Can search: This permission controls the ability to view a list of legacy campaigns. If it is set to No, the user will be able to add a new campaign, but won't be able to view it after it is created.  The option to View Campaigns will not show up in the Legacy menu.
       
    • Can delete: This permission controls the ability to delete legacy campaigns. If it is set to No, the user will not see the option to Delete Campaigns in the Actions drop down menu.
     
  2. Email

    These permissions control the ability to send batch emails to lists of contacts.

    • Can send broadcasts: This permission controls the ability to send Broadcast messages (email, voice broadcasts, letters, etc.) If it is set to No, the user will not see the Broadcast option in the main navigation menu. You should make sure you train users on email marketing best practices before setting these permissions to Yes.

     

  3. Follow-Up Sequences (legacy)

    These permissions control a user's ability to view, add, edit & delete legacy  Follow-Up Sequences.

    • Can view all records: This permission controls the ability to view the follow-up sequence details. If it is set to No, the user can view the list of follow-up sequences, but will receive an access denied message when they click on a link to view the sequence details. They will not be able to view or edit existing legacy follow-up sequences; however, if the Can add permission is set to Yes, they will still be able to add new legacy follow-up sequences.
       
    • Can edit all records: This permission controls the ability to add or edit follow-up sequence steps. If it is set to No, the user is able to view the list of sequences and view the sequence details, but when viewing the sequence will not see the dropdown menu for adding new steps or links to edit existing steps.
       
    • Can add: This permission controls the ability to add new legacy follow-up sequences. If it is set to No, the user will not see the option to Add or Copy a Follow-up Sequence in the Legacy menu or the Add a Follow-up Sequence button when viewing the follow-up sequence list.
       
    • Can search: This permission controls the ability to view a list of existing follow-up sequences. If it is set to No, the user will not see the option to View Follow-up Sequences in the Legacy menu.
       
    • Can delete: This permission controls the ability to delete follow-up sequences. If it is set to No, the user will not see the Delete option in the Actions menu drop down when viewing a list of follow-up sequences or the Delete button under the Options tab when viewing an individual sequence.
       
    • Can add/remove from follow-up sequence: This permission controls the ability to manage follow-up sequences for individual contacts. If it is set to No, the user will not see the Follow-up Sequence tab in the second row of tabs in a contact record or the Start/Stop a Follow-up Sequence option in the Actions drop down menu when viewing list of contacts.
       
    • Can override follow-up sequence response defaults: This permission controls the ability to add a contact to a new follow-up sequence when manually tracking a response in a contact record.

     

  4. Campaign

    These permissions control the ability to use the Campaign Builder.

    • Can edit all records: This permission controls the ability to edit existing campaigns. If it is set to No, the user is able to view the list of campaigns, but will receive an access denied message when they click on a link to view campaign details and when they try to add a new campaign.
       
    • Can add: This permission controls the ability to add new campaigns using the campaign builder. If it is set to No, the user will not see the option to Add a Campaign in the Campaign Builder menu or the Add a Campaign button when viewing a list of existing campaigns. The user will be able to edit existing campaigns.
       
    • Can search: This permission controls the ability to view existing campaigns. If it is set to No, the user will not see the option to View Campaigns in the Campaign Builder menu. If the Can add permission is set to Yes, the user is still able to add campaigns, but will not be able to navigate back to them after leaving the campaign builder.
       
    • Can delete: This permission controls the ability to delete campaigns. If it is set to No, the user will not see the option to Un-publish and Delete in the Actions drop down menu when viewing a list of campaigns.
       
    • Can add/remove from campaign: This permission controls the ability to manage campaign sequences for a list of contacts. If it is set to No, the user will not see the option to Start / Stop a Campaign Sequence in the Actions drop down menu when viewing a list of contacts and will not have access to the Campaigns tab when viewing a contact record.

     

  5. Lead Source

    These permissions control the ability to view, add, edit, & delete Lead Sources. Lead sources are used to track advertising efforts and their ability to generate qualified prospects.
     
    • Can view all records: This permission controls access to Lead Source records under Marketing Settings. If it is set to No, the user is able to view a list of lead sources, but receives an access denied message when they click on a link to view a lead source's details.
       
    • Can edit all records: This permission controls the ability to change a lead source. If it is set to No, the user is able to click into individual lead sources and view the details, but will not see the Save button and so cannot edit the lead source details.
       
    • Can add: This permission controls the ability to add a new lead source. If it is set to No, the user will not see the Add a Lead Source button when viewing a list of lead sources. If the Can edit all records permission is set to Yes, the user will still be able to view and edit existing lead sources.
       
    • Can search: This permission controls the ability to view existing lead sources. If it is set to No, the user will receive an access denied message when they click on Lead Sources in the marketing settings menu. The user is not able to add, view, or edit lead sources if this permission is set to No.
       
    • Can delete: This permission controls the ability to delete lead sources. If it is set to No, the user will not see the Set as Active or Set as Inactive options in the Actions drop down menu when viewing the lead source list or the Delete button when viewing an individual lead source.

     

  6. Web Form (legacy)

    These permissions control the ability to view, add, edit, & delete legacy Web Forms. The Web Forms are used to add new contacts and/or update existing ones. These permissions do not apply to the web forms created through the campaign builder.

    • Can view all records: This permission controls the ability to view individual web forms. If it is set to No, the user can view the list of legacy web forms, but will receive an access denied message when they click on a link to view an individual form. They will not be able to view or edit existing legacy web forms; however, if the Can add permission is set to Yes, they will still be able to add a new legacy form.
       
    • Can edit all records: This permission controls the ability to modify the form fields on a legacy web form or change the thank-you page settings. If it is set to No, the user is able to view the list of legacy forms and click into an individual web form; however, they will not see the Edit Web Form or Save buttons. The user will still be able to add actions to the form, but won't be able to save any other changes.
       
    • Can add: This permission controls the ability to add new legacy web forms. If it is set to No, the user will not see the option to Add a Web Form in the Legacy menu or the Add a Web Form button when viewing the legacy web form list.
       
    • Can search: This permission controls the ability to view web forms. If it is set to No, the user will not see the option to View Web Forms in the Legacy menu. If the Can add permission is set to Yes, the user is still able to add legacy web forms, but will not be able to navigate back to them after leaving the page.
       
    • Can delete: This permission controls the ability to delete web forms. If it is set to No, the user will not see the Delete options in the Actions drop down menu when viewing the legacy form list or the Delete this web form link when viewing an individual web form.