During the onboarding process for Acteol SE, there are two options for managing your multiple sites within your CRM:
Option 1: One Acteol SE instances for all the different sites / businesses.
Option 2: Sperate Acteol SE instances for each of your sites / Businesses.
Option 1: One Acteol SE instances for all the different sites / businesses.
Centralizing your log-in, all your data and Marketing efforts: one Access Evo log in to all your products, including Acteol SE. This will grant you the greatest experience with Access Evo analysis and dashboards.
Unified view of customers: All customer data is in one place. You can send campaigns to your full database or segment by customer behaviour - e.g., favourite site.
Consolidated Insights: View all marketing performance metrics from a single dashboard with easy site-by-site filtering.
Efficient Asset Management: Create one email template, then reuse and adjust e.g. logo, colours per site — no need to start from scratch.
Streamlined Campaign Management: Upload your assets once and use them across all locations — saving time and keeping branding consistent.
One Preference Centre: Customers opt in/out once, simplifying data compliance and user experience. You can add preferences to let them choose which sites they want to hear from.
Option 2: One separate instance per site
Separate sign-up forms: One sign up form per site, giving a cleaner, branded experience from the start.
By default, only 1 sign up form is provided by Acteol SE instance to embed into your websites; unless purchasing the Survey module.
Data separation: No need to segment by site — each instance holds only the data relevant to its location or business.
Kindly have a look on the detailed explanation on this file. Your choice is important on this stage, as the setup can't be updated or changed after that you'd confirm your choice.
If you still require further clarity on the matter, please note that you would need to speak to your Onboarding Consultant.