So you've got a whole team of people ready to start using videos to build relationships with contacts, clients, past clients, customers, or even friends and family. But do you each need to start your own individual BombBomb accounts? Nonsense! Just start a team account.
Team accounts allow you the convenience of holding each team member responsible for his or her own communications while maintaining the ability to share material (emails, templates, branding, videos, etc.) among members. Team accounts also have the luxury of increased contact limits and flexibility with individual workflows.
Watch the video above to learn how to start a team account and add members!
If you'd prefer to read, here's a step by step:
Log into your BombBomb account. Hover over your name in the upper right corner and click the "Subscription" option.
On the left, you'll see an option to "Start a Team Account." Select this option.
You will now be taken to the page that lets you create a team account. If you have a Prompt account, you will see options to toggle back and forth between starting a team under Prompt or starting a team under the regular Individual Plus account.
Normal accounts will not have the option to toggle and will look like the page above. To start your team, fill in the required fields on the team page. Name your team whatever you'd like for it to be called. Select the billing period (you can choose from monthly or annual billing - however, annual billing is cheaper and will save you money!). Then, from the dropdown, select the number of team members you'd like to add to your team. (If you are adding more than one person, always add one more .- you are a part of this team, so you will be adding your own seat at this time.) Since we already have a credit card on file, you may select this same card to purchase your team. However, if you'd like to pay with another card, you may do so by clicking the radio button option and filling in your credit card credentials.
On the right, you will see the purchase summary being updated with your information. Once you have reviewed this information and would like to purchase your team account, click the "Confirm Purchase" button. You have now started your team!
Now it's time to actually add members to your team. Click on the "Team" tab at the top of your BombBomb account. On the left, you will see an option to "Add Members." Click this option.
You will receive a pop-up where you can enter details about the member or members you'd like to add. If you are adding multiple people, you may find it easier to upload a .csv file. On the right, you will see the required fields for the .csv file. To upload this file, click the "Upload CSV" button and you will be able to select the file from your computer.
If you'd like to add a single team member or add your team members one at a time, fill in the required information on the left to add just one member. Once you've finished filling in these details, click the "Add Member" button. Your team member will then receive an email, specifically from BombBomb, with an invitation to join your BombBomb team.
You can keep track of the status of your invitation on the Team tab. On your team status page, you will see under the "Status" column that your team member has been invited. Once they accept the invitation to join your BombBomb team, their acceptance will be reflected in this column.