Enterprise Features in LinkedSavvy
LinkedSavvy offers a suite of enterprise features designed to enhance the management of client accounts and elevate the professionalism of your services. These features are accessible once you upgrade to an enterprise license, providing tools for scheduled reports, access management, and white label branding.
Upgrading to Enterprise License:
- Upgrade Process: Navigate to account settings to upgrade to the enterprise license, unlocking advanced features ideal for managing client accounts at scale.
Scheduled Reports:
- Automation of Client Reporting: Enable or disable automated reporting, choosing the frequency (weekly, bi-weekly, monthly) and specifying the day and reporting period (previous seven days or month).
- Immediate Report Dispatch: Use “Send Reports Now” for instant report generation, adhering to your configured schedule for future reports. Ensure this feature is also enabled at the LinkedIn account level for seamless operation.
Access Management:
- Levels of Access Control: Define access levels for your team and clients, including manager (full system access), managed clients (limited access), and self-managed clients (full system access but only for their local account).
- Adding Managers and Clients: Add managers and clients by entering their name and email, granting them access to the system with varying degrees of control and visibility based on their role.
White Label Branding:
- Customization: Tailor the LinkedSavvy experience with your branding, affecting the web portal accessed by clients and managers. Note that desktop engine applications remain unchanged.
- Branding Elements: Customize portal name, primary and secondary colors, website address for embedding, and support email. Additionally, configure the email system for outbound messages to ensure they align with your brand identity.
- Email Integration: Choose between Postmark or custom SMTP details for email settings, with a recommendation for Postmark due to its ease of integration and reliable delivery.
- Brand Imagery: Set custom logos and icons for reports, the portal, and browser tabs, adhering to recommended dimensions for optimal display.
Key Takeaways
- Enterprise License: Essential for agencies or professionals managing multiple client accounts, offering tools for efficiency and brand consistency.
- Scheduled Reports: Automates the reporting process, ensuring clients receive timely updates on campaign performance.
- Access Management: Enables controlled system access, allowing teams to work collaboratively and clients to monitor their campaigns with appropriate visibility.
- White Label Branding: Elevates the professionalism of your service by presenting LinkedSavvy’s powerful features under your brand, enhancing client trust and loyalty.
Upgrading to LinkedSavvy’s enterprise license unlocks potential for more sophisticated account management and client servicing, providing a competitive edge in the digital marketing and LinkedIn outreach space.