How to Configure a Template Account in Enquire MAP

How to Configure a Template Account in Enquire MAP

Definition of a Template Account

If a Marketing Agency who is going to create multiple sub-accounts, it is suggested to use the same account configuration for new clients. To save time and efforts, Enquire MAP enables the User to create a Template Account that can be used as a basis for future client accounts.

The Assets that can be built and re-used within a Template account are:

  • Appointment Schedulers
  • Email Templates
  • Page Templates
  • Published Pages
  • Web Forms
  • Campaign workflows
  • Lead Processing workflows
  • Dashboards
  • Custom Field Types
  • Custom Field Mappings

How to Create a Template Account

  • Convert an existing sub-account into a Template by sending a request to support@enquiresolutions.com. (Please Note: In this case, the account will no longer be functional.)
  • Create and set up a new sub-account then send a request to support@enquiresolutions.com to convert into an Account Template. 

After finishing the Template Account setup, in the upper left corner of the screen:

  1. Click + New Client Account to create a new client account using this Template:blobid0.jpg            
  2. A dialogue window will appear allowing the opportunity to name the template. Click Save when all fields are populated.

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Please reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.

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