Learn how to use your Hatchbuck partner accounts

Topics Covered: 

  • The purpose of each account 
  • Resources to build out a demo account with fake data 
  • Best practices for database duplication & storing your own template library

Resources:

Q&A: 

Can we set up more than one demo account?
No, only 1 demo account can be tied to a subdomain.

Do I lose templates if I set up my own template library?
No, you can toggle back and forth and your templates (and Hatchbucks) will always be there.

Can I make action flows?
If you put link actions on an email template in the Co-Brand Default or Template Library accounts, those will transfer with the template. You can create campaigns sequences in the co-brand default account as well.

Can I change my sub-domain?
No, once you pick your sub-domain, it is permanent. All forms you create are tied to your sub-domain, so changing that would break any forms out in the wild.

What happens to deleted templates in the template and co-brand default accounts? If you delete anything in either of these accounts, your clients will not see them.

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