General

Admin Guide

• Send Invitation Email
• Activity Reports
• Segments
• Email Templates
• Endpoints
• RSS Feeds

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Organization Management

• Access agreement
• User disclosures
• Ensuring email deliverability
• Compliance Approval and Denial of Content
• Feature Management
• Advertising review guide

User Help & FAQ

• Merging Accounts
• Using Single Sign-On (SSO)
• Account Delegation for Support Staff
• Account Delegation for Advisors
• Sharing Content Via Client Email
• Client Campaign Messages

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