I want to manage suppression lists for my team...
Creating suppression lists, including duplicate prevention across your team or within your account is described in detail in this post.
I want to manage different suppression lists for my clients...
In the case where you may be managing multiple accounts (ie - you run an agency or consultancy), you may need to create Teams within Teams so you can have suppression lists and/or duplicate rules applied within a specific team and not applied across all teams/users.
To set this up, make sure you invite the Team Admin (ie - your client's main point of contact) and their coworkers to join your Team so you can manage billing. Once they've accepted the invite and granted you Account + Campaign permissions, you'll be able to access their account.
Let's look at an example scenario where you have 5 client accounts each with 4 team members (ie - 20 accounts you manage) who've successfully joined your Main Team:
If you go to your Suppression List and apply rules (like prevent team duplicates) all 20 of your clients will be subject to the rule. This can create a problem in the scenario where 2 or more different clients need to contact the same person. If you have Team Duplicate prevention turned 'ON' then once 'John from Client 1' emails 'prospect Ryan O'Donnell', Susan from Client 2 (who also has Ryan in her campaign) won't be able to email Ryan.
To prevent this from happening, if any of your 5 clients have specific requirements for creating suppression lists or if they want to prevent duplicates across their coworkers, you'll need to Create a new Team from within your client's accounts (ideally the client admin/main point of contact).
Provide them with these instructions or 'Switch Accounts' into their account to set this up.
- From the client's account, go to their Team Section. Every user account has 1 default team that they are the owner of even if they are part of the Team you (the agency owner) already invited them to.
- Click Manage/Invite for the Team that you're going to create.
- You can invite your coworkers one by one or you can use the 'Team invite link' to invite your coworkers by sending them a direct link to confirm and grant permissions.
- From the client's account that just sent the invite, go to the Contacts Section and click Manage Suppression to create specific rules for this Team.