Use case | Recommended setup | Benefits |
One company, multiple newsletters | Single accounts with tags and segments | Streamlined reporting and management |
One company, multiple brands | Separate sub-accounts per brand | Independent branding of assets, and separated reporting |
Agency managing clients | One sub-account per client | Strong data separation and permissions |
Franchise or regional teams | One sub-account per region/location | Local autonomy with centralized oversight |
Org type | Scenario |
Franchise | A national restaurant franchise has 150 independently owned locations. Corporate provides approved email templates, logos, and promotional content through a Template Account. Each franchise location manages its own subscriber list, localized campaigns, and reports on its own performance while corporate monitors engagement across all locations. |
Multi-brand enterprise | A consumer products company owns several distinct brands, each with unique audiences and marketing teams. Separate Delivra accounts allow each brand to:
Meanwhile, the corporate marketing team oversees users, shared templates, and organization-wide reporting. |
Higher education | A university creates separate accounts for:
Each department controls its own campaigns and subscriber lists, while central marketing team maintains institutional branding and executive reporting. |
Healthcare system | A healthcare system with several hospitals and specialty clinics assigns each facility its own account. Clinics can send appointment reminders, wellness newsletters, and local event invitations without accessing other facilities' patient communications, while the health system maintains consistent branding and governance. |
Agencies | An agency manages email marketing for 40 clients. Each client has its own Delivra account containing its subscriber database, campaigns, and reporting. Agency employees receive access only to the client accounts they support, reducing the risk of sending to the wrong audience or exposing client data. |
Financial services | Regional branches and business divisions serve different customer segments with distinct communication needs. Separate Delivra accounts allow each team to manage its own subscriber lists, campaigns, and automations while maintaining independent reporting. Corporate marketing provides approved email templates, compliance language, and brand assets through a Template Account, and executives can view engagement across all divisions from a central dashboard. |
Nonprofit orgs | Headquarters develops fundraising campaigns, newsletters, and branded templates that regional chapters can customize with local events, volunteer opportunities, and donation appeals. Each chapter maintains its own supporter database and reports on local campaign performance, while the national office measures organization-wide engagement and fundraising results. |
Hospitality | A hotel management company oversees multiple properties and each property is responsible for sending targeted promotions, seasonal packages, event announcements, and guest communications specific to its location. Corporate marketing manages brand standards, email templates, and shared creative assets through a Template Account, while individual hotels control their own guest lists and campaign schedules. Consolidated reporting helps leadership compare engagement and booking performance across properties. |
Retail | A national retail brand with multiple stores and regional divisions oversees email marketing programs but each store or region maintains separate subscriber lists, promotional calendars, and localized offers. Local marketing teams can tailor campaigns based on inventory, store events, and regional preferences without affecting other locations. Corporate provides standardized templates and monitors campaign performance across all stores and locations to identify successful strategies and maintain a consistent customer experience. |
Manufacturing | A manufacturer has distinct business units where each business unit communicates with its own distributors, dealers, and customers using dedicated email campaigns, product announcements, training invitations, and service updates. Regional teams can localize messaging while corporate marketing manages shared templates, branding, and approved content. Separate accounts keep customer data organized by business unit while allowing executives to review marketing performance across the entire organization. |
Feature | Why it's useful |
Gives a single administrator access to every sub-account without separate logins. A Site Administrator can:
This eliminates the need for separate administrative users for every account. | |
Assign users to only the accounts they need while keeping central control. Custom roles and permission sets are also supported for these users. Delivra separates users into:
Account Administrators can be assigned predefined or custom roles such as:
A single person can have access to multiple accounts without being granted access to the entire site. | |
| Template Account | Maintain one library of approved assets and images that every sub-account can use. For organizations with multiple brands or business units, Template Accounts are especially valuable. Instead of every account maintaining its own:
you publish these items once from the Template Account. Sub-accounts can then select those assets when building campaigns, ensuring brand consistency while still allowing local edits where appropriate. |
Rather than exporting reports from every account individually, Site Administrators can create Report Groups that aggregate data across multiple accounts. This is useful for:
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Automation templates can be saved at the site-level so teams don't have to recreate common workflows. Automation templates can exist at different levels:
This lets you standardize common journeys—such as welcome series or event reminders—while still allowing each sub-account to customize content as needed. | |
Add a user once and grant or update access from a single profile. You can edit a user's profile and assign access to additional accounts. This simplifies onboarding when employees support multiple brands or departments. | |
Copy email templates and other assets between accounts when you don't use a dedicated Template Account. | |
Lock key design elements in email template to prevent accidental edits, ensuring brand consistency. | |
Administrators can search for a contact across all linked accounts from a single interface. This helps with support, data audits, and checking for duplicates without manually switching accounts. |