01
Collect relevant information
Configure the attendee or participant details needed for the campaign. Explain the purpose of collection and avoid asking for information unrelated to the experience.
02
Give teams appropriate access
Audience records remain within account and campaign permissions. Assign support and communication roles without distributing unrestricted administrative access.
03
Share reports carefully
Use the supported reporting and export workflows. Restrict individual-level data to the people who need it and use aggregated information for wider reporting.
Connect this to your operating model.
Review your organization or reseller responsibilities alongside the products, account permissions and support arrangements you need.