With Marketing access you can launch, manage and optimise campaigns with multiple tools.
The Marketing Access permission is available with Marketing Automation
Click Settings → Account → Users & roles, click the user, and under User's role & permissions turn on the Marketing access toggle. Then click Save:
Only users with a CRM license can have Marketing access. Administrators always have it, so for them the toggle is on and greyed out.
This gives access to more features when clicking the Marketing tab:
- Manage company and contact leads
- Identify website visitors
- Manage form submissions
- Create forms and landing pages
- Build segments and flows
- Run email campaigns
- Use and create campaign templates
- Manage events
It also gives access to these pages under Settings → Marketing, for the features your account has:
- Website visits and Excluded companies
- Company profile
- Domains
- Email settings and Unsubscribe lists
- Easy booking PRO (shared booking pages)