Let's say you run two animal clubs and want to use just one licensed installation to manage the campaigns for both.
1. Pick a domain to use
If branding is important to you, you need to install the software on a domain that is generic enough to cover both animal clubs.
When your contacts hover/click on any of the system links you’ve added to your messages (e.g., unsubscribe link, manage subscriptions link, etc.) and if you choose to send messages in text only format, your contacts will see the domain where the message came from (e.i., where the software is installed).
For example, if you install it on:
dogsonly.com
… and also use it to manage campaigns for:
catlovers.com
… both group of contacts will see that the messages are actually hosted on dogsonly.com.
In this case, you can use a generic sounding domain like:
animallovers.com
Note: If you prefer your contacts to see the system link URLs to be on the same domain where they signed up, or whatever domain is applicable to them, then you need to have a separate installation for each of them.
2. Create and set up an organization outline for each group
All you really need to do once you have the software installed is to figure out the structure or organization outline for both groups/clubs and set them up in a way that would be easily identifiable to whoever will be accessing the system.
For example:
dogsonly.com
Create autoresponder group: Dogs (See Managing Autoresponder Groups)
Create identifiable categories: DOGS-Member, DOGS-Staff, DOGS-Admin, and so on (See How to Create Contact Categories)
Create identifiable tags: DOGS-Poodle, DOGS-Lab, DOGS-GRetriever, and so on (See How to Create Contact Tags)
Create Personas: DOGS-Heather, DOGS-Sam, and so on (See How to Create Personas)
Add email system: SendGrid (See How to Add an Email System)
catlovers.com
Create autoresponder group: Cats (See Managing Autoresponder Groups)
Create identifiable categories: CATS-Member, CATS-Staff, CATS-Admin, and so on (See How to Create Contact Categories)
Create identifiable tags: CATS-MaineCoon, CATS-SFold, CATS-Munchkin, and so on (See How to Create Contact Tags)
Create Personas: CATS-Mike, CATS-Kelly, and so on (See How to Create Personas)
Add email system: Local SMTP (See How to Add an Email System)
3. Start using the software
You may now start adding your autoresponder messages and contacts for each club.
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