00. Paid Plans for Teams – Overview

1. Teams – Overview

The Account Settings>Manage Team page enables you to add more members to your account and share your campaigns, tags, and reporting activities.

Here is a brief video outlining team access management:

2. Team Payment & Setup Process

How to Purchase a Paid Team Plan

Enterprise Team Setup

– Manual/Offline: Majority of our team clients work with us based on a PO + Bank transaction setup. This is an offline process and requires that we send you a pro-forma invoice/contract that has to be endorsed by both companies. This most frequently works with large enterprise teams. Learn more about this process here.

We will follow your procurement process, so you can enter us in your system as an approved vendor. After we get approved, your Purchasing department will issue a PO, which will be communicated to us.

When we receive the PO number, we will submit the invoice to you and your setup will start.

While this process it taking place, in parallel, we will work to onboard your team, introduce you to all features, and train you on how to use our tool. We will also implement a few custom features you might need to meet your needs. This is all part of the initial setup.

Once you feel comfortable using the tool, you can either train your team yourself or use us as your resource.

Pro Team Setup

If you are looking for a monthly or yearly engagement where you have up to 10 people on your team, and do not require custom features or special training/setup, you can pay online directly.

– Stripe Checkout (do it yourself using credit card): We use Stripe Checkout, where you can directly enter your payment information after selecting the team package you need.  Once payment is processed, you can go to your Subscriptions page in your account to see if your payment has gone through. If all is well you will now have your new plan reflected in the Subscriptions tag of your Account.

Once the order goes through, you will have 14 days free to assess fit and options for you and your team. The payment will not go into effect until after 14 days. This is to make sure that you feel comfortable and can change your mind without any worries or concerns. Your ability to add team members will be instantaneous after the order is underway. Just go to Account Settings>Manage Team to get started.

3. Team Member Invitations

Adding your team members to your account – a quick and easy exercise

• We give ADMINS a quick and easy way to add team members – read instructions here.
• Every user will receive an invite to create an account after you submit their email addresses. When they have activated their accounts with CampaignTrackly, you as an admin will receive an email notification, so you can go and edit their permissions.
• Sometimes invites get lost in spam – you can ask your team member to create a FREE account, and then you can just register their email with your team – again from the Manage Team page.

4. Permission Management

CampaignTrackly makes complec permissions management – easy.

With us, you get very granular level team access management with just a few clicks.

Team Level Permissions

Team level permissions make it easy to allow/disallow access to multiple functions centrally with just a few clicks. View our team permissions tutorial here.

Whether you are in a team within an Enterprise account with multiple teams or in a simple Pro account, the rules for every team are the same: team-members share access to templates, tags, and campaigns by default.

Individual Level Permissions

Every member in a team can have their own, individually assigned permissions – this is especially helpful when oyu are dealing with multiple teams and specific roles.

With just a few clicks you can define user roles within a team – like who in the specific team can only view campaigns versus create them, etc.

How to Access Individual Permissions

To manage individual team member access, go to your Manage Team page, select a Team and click on the “meatball” menu against the name of the member whose access you want to limit. From the drop-down, click on the “Individual Permissions” link.

This link takes you to the individual permissions page for every user. There you will see the team-member’s email address and all the permissions assigned to that person.

• You can provide members with global permissions for campaigns, as well as local permissions (based on category level access)
• You can provide members with global permissions for campaigns, as well as local permissions (based on category level access)
• You can authorize your members to have full access to tags – create, hide, unhide, export and import or only perform limited actions.
• You can use Categories to provide select team members access to only specific groups of campaigns depending on Markets, Countries, Industries, Product Categories, etc.,  to reduce clutter and simplify user experiences.

Super Admin + Admin for Every Team

From the same meatball menu, you can choose to assign a team member to be an admin. You can easily replace every team admin or promote a member to an admin tole.

You can have up to three admins in enterprise teams and up to two admins in pro teams – usually the SUPER ADMIN is the owner of the account who manages the payments and every team’s ADMINs have administrative functions – including adding and deleting members, creating categories, editing member permissions, etc.