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Sub Account & Client Accounts Create and Manage Sub-Accounts
Benchmark Sub-Accounts allow you to create and manage user accounts from your master account. As the master account, you can share email templates, images, contact lists, and Inbox Checker tests.
This feature is only available for users on Lite Plans of 1,000 or more contacts, Pro, Enterprise, and any legacy paid plan.
Topics covered in this article:
IMPORTANT
CONSIDER
If you can’t create a new sub-account, check your contact limit. Sub-Account contact limits are available based on the contact limit in a master account. To learn more about sub-account contact limits, click here.
Follow the steps below to learn how to create a sub-account:
Once you have completed the account details, click on Save Changes. You will be redirected to the User Management page. To log in to the sub-account, click on the username, or to edit their settings, click on the More Options icon.
After deactivating a sub-account, the sub-account user will no longer be able to log in to their account. Instead, they will get an error when they attempt to log in.
To deactivate a sub-account, follow these steps:
To reactivate, click on the sub-account’s More Options icon and Reactivate.
One of the benefits of the sub-account feature is that you can easily log in to any of the sub-accounts from your master account. You can also go back to the master account with just one click. If you log in manually to a sub-account from the login page, the option to log into the Master account will not appear in the user menu.
To log into a sub-account:
Switch to Master account:
To switch to the master account, click on the account’s name, scroll down, and select “Back to Master,” you will return to the homepage of the master account.
You can share a list from the master account to a sub-account. Contacts in sub-accounts are considered individual contacts from that of their master account. The sub-account contact limit is based on the list plan assigned to the sub-account. To learn more about sub-account contact limits, click here.
Follow the instructions below to share a contact list with a sub-account.
Share email templates from your master account to your sub-accounts with just a few clicks. When you share the email templates, it will copy everything in the template, including images, text, links, or even PDFs.
There are three ways to share a Sent or Draft email with your existing sub-accounts.
To learn how to share email templates, use the following instructions:
CONSIDER
Only draft or regular sent emails will have the option to share with sub-accounts; incomplete or emails sent via AB testing will not have the option to share with a sub-account.
Only regular sent and draft emails can be shared with sub-accounts. Incomplete emails will not have the option to share to a sub-account.
As the master account, you can share images and videos stored in your account.
To share images or videos, follow these steps:
You’ve shared your images/videos with your sub-accounts successfully!
The sub-account feature is available for users on Lite Plans of 1,000 or more contacts, Pro, Enterprise, and any legacy paid plan.
The master account must have the contact space to assign a contact limit to its sub-account.
Here are some example scenarios:
A. A master account with a contact limit of 1,000 contacts and zero contacts in their account can create one or two sub-accounts with a contact limit of 500 each.
B. If the master account has one contact, they can only create one sub-account with a 500-contact limit.
C. If the master account has 501 contacts, there is no additional space to allocate contacts to a sub-account; therefore, it can not create a subaccount.
If you have any questions, please contact our support team.
