Managing Account Fields - Phase 1: Purpose & Framework

Structured AI → Managing Account Fields Phase 1: Purpose & Framework

 

Managing Account Fields - Phase 1: Purpose & Framework

Estimated Time

~15 minutes

Current Phase

Phase 1 of 3

What You'll Accomplish

• The purpose and structure of Account Fields within the platform.
• How Account Fields store and manage key account-level data.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Current Phase ✔
Phase 2 Customizing & Adding Fields	Start Training ➡
Phase 3 Maintenance & Best Practices	Start Training ➡

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Follow Our Step-By-Step Training

1. Introduction

Account Fields are the core of the co-branding experience, acting as the global merge fields that allow partners to inject their company information directly into your marketing tactics.

 

2. Access Account Fields Section

These fields represent the essential data points

 

3. Select Company Logo Field

like Company Logo

 

4. Open Company Name Field

company name

 

5. Choose Company Email Field

and company email addres

 

6. Choose Company Email Field

Setting up these fields is an essential first step in your content build, as they serve as the placeholders for co-branding across all landing pages, emails, and banner ads.

 

The following video provides a detailed demonstration on how to customize and assign fields effectively. It walks you through the entire process, showing you step-by-step instructions on how to modify field settings according to your specific needs. 

Additionally, the video explains how to assign these customized fields to the appropriate sections or categories, ensuring that your data is organized in the most efficient way possible. By watching this tutorial, you will gain a comprehensive understanding of how to tailor fields to better suit your workflow and improve overall data management.

You've Completed Phase 1 - Move to Phase 2 →