Application Account | Help Center

Account Application

The Account app allows you to track your Reelevant use by consumption, and manage platform accessibility.

This app is where you'll manage user rights and access.
You can create and configure teams to filter the Reelevant platform display (for example, by country or brand).

Creating teams allows you to separate visibility for the entire platform (Blocks, Groups, Statistics and Data Source). An individual user can belong to more than one team, which will allow them to switch from one team to another in all applications.

In this app, you can also define roles and provide individualized access and rights to each of your users. (For example, a user assigned the integrator role can modify content, but cannot view statistics)

The Users tab

You will first arrive on the Users tab, which allows you to have a global visibility on your Reelevant account settings:

User settings: view and edit your accesses.

The user list: have visibility on your users and manage their access with adapted profiles and teams.
Reelevant Link and UTM Variables: automate the addition of variables for the recipient ID and message ID and facilitate the integration of your Google Analytics tracking on the URLs of your Reelevant blocks.

User Settings

This is where you'll find your personal data: first name, last name, email address and preferred language. The tag on the right shows your Reelevant role.

Every user is assigned a role. You can create new ones under the Permissions tab.

Variables and Tracking

This section is also very useful for automating generation of recipient IDs in your blocks (mandatory if you want to use URLs in your blocks, and currently added manually every time Reelevant links are generated), as well as message IDs (optional, but very useful for analyzing email campaign statistics).

Lastly, this is where you can enter your UTM codes so that they appear automatically at the end of your Reelevant redirect URLs. They will no longer need to be added manually every time.

Message and Recipient IDs

Message and recipient IDs are information that should be entered directly into your Reelevant blocks when generating links.

These variables are applied at time of sending, according to the campaign and the email recipient.

When you enter these two variables in their designated fields, they will be automatically inserted into your scenarios, and will be included every time you create a block.

UTM Tracking

If you are already using UTM codes to track your emails and analyze information with tools such as Google Analytics, and adding them manually, you now have the option of inserting them here.

When you enter them in the designated fields, they will be automatically added to your Reelevant URLs.

User List

Below your user settings, you'll find a list of all the users for your Reelevant account. Here is the information you will be shown for each user:

First name
Last name
Email address
The user's role (created under the Permissions tab)
Their team (created under the Permissions tab)

This information can be changed at any time by users who have permission.

Adding a User

To add a new user, click “Add user.”

A window will open, where you can enter the user's email address and specify their role and the team you want them to belong to.

Once the information has been entered, an email is sent to the user's address. You can also send them a link to finalize creation of their account.

Permissions Tab

The Permissions tab is located below the Users tab.

This tab allows you to create and manage permissions for the different teams and roles that have access to your Reelevant account.

On the left, you will see:

Roles created: the number of roles that have been created
Teams created: the number of teams that have been created
Users created: the current number of platform users

“Teams” Box

This is where you can create teams to separate the visibility of each user.

In this box, you'll find the names of the teams you have created, the number of users belonging to each team, and the edit and delete functions for each. Creating teams allows you to separate visibility for the entire platform (Blocks, Groups, Statistics and Data Source).

An individual user can belong to more than one team, which will allow them to switch from one team to another in all applications.

Adding a Team

To add a team, start by entering the team name in the designated field. You may also choose to assign a team color by clicking on the color square, then clicking “Add team” to validate.

Permissions Management

Scroll down your screen to view all roles and permissions. This is where you can manage access for each user on your Reelevant account.

You will see several columns:

On the left, Reelevant has the following tabs: Block, Group, Data Source, Statistics, Content
Role permissions: Roles can be created using the “Create role” button.

Different Types of Permissions

Each Reelevant tab (Block, Group, Data Source, Statistics, and Content) corresponds to several permissions.

These permissions are rights that users may have depending on their roles. Users' Reelevant roles give them the right to perform various actions (Read, Create, Modify or Delete) in the different applications.

Usage Tab

Under the Usage tab, you'll find your usage history from the beginning of the current contract to the present, with a quick preview of your percentage of openings.

It lets you know where you stand in relation to the terms of your contract, in real time.

You can also view your annual usage, month by month. The chart format gives you visibility into the busiest months.

When you hover your mouse over the different months, the tool shows the number of openings.