Businesses in My Digital CMO
Businesses are essentially your strategy workspace in My Digital CMO. They allow you to organize and manage your clients' businesses as well as your own. Depending on your My Digital CMO Plan, you can have between 3 to unlimited businesses for your workspace.
Having a separate business for each client and your own business allows you to keep your strategies and data organized and easily accessible.
Businesses also play an important part in the security of My Digital CMO. Team members only have access to strategy data for a business/s they are assigned to. This means that they can only see the details of other team members who are assigned to the same businesses as they are.
Key Features in a Business
When setting up a business in My Digital CMO, there are several key features that you should be aware of:
Business Profile: core details about a business used throughout a workspace.
Team Members: see team members who are assigned to a business and their online status.
Marketing Setup: manage channel, funnel and status setup specifically for this business.
Power-Ups: Add Automations, Budgeting or Timetracking features to a business.
Integrations: Connect relevant Analytics and Social Media accounts.
Business Actions: Archive, Delete and Copy Businesses.
By utilizing these key features, you can effectively manage and optimize your strategies for each business in My Digital CMO.
Setting Up a Business
To set up a business in My Digital CMO, follow these steps:
Navigate to Settings > Businesses
Click 'Add'
Complete the Key Information and click 'Save'
You'll then be able to proceed through each section to structure this new business to your needs.
With these steps, you can easily set up and manage businesses in My Digital CMO, allowing you to efficiently handle your clients' businesses and your own. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.