Account Management
Enterprise clients on Pingtree are assigned a dedicated account manager who provides strategic oversight, proactive support, and direct access to platform expertise. The Account Management dashboard gives your account manager — and your team — a single place to monitor everything that matters.
Dedicated Account Manager
Every enterprise organization is assigned a dedicated account manager responsible for:
- Understanding your business goals and lead generation strategy
- Proactively identifying optimization opportunities
- Coordinating support, custom builds, and platform access
- Conducting regular account reviews and strategy sessions
Your account manager is your primary point of contact for anything beyond day-to-day support — from campaign strategy to contract and billing discussions.
Account Manager Dashboard
The Account Manager dashboard provides a comprehensive overview of all managed organizations, with key metrics surfaced at a glance.
Organization Overview
| Metric | Description |
|---|
| Organization Name | Quick access to each managed organization’s settings and details |
| Active Sources | Number of currently active lead sources in the past 15 days |
| Daily Clicks | Click volume trend over the past 15 days |
| Daily Forms | Form submission trend over the past 15 days |
Ticket Overview
The ticket panel gives a real-time snapshot of open support work across your organization:
| Status | Description |
|---|
| New | Tickets submitted but not yet triaged |
| In Progress | Tickets actively being worked on |
| Blocked | Tickets paused due to a dependency or awaiting a resource |
| Pending Client | Tickets awaiting a response or information from your team |
| Testing | Tickets where a fix is in place and being verified |
The ticket overview is designed for quick triage. If you see a high number of Pending Client tickets, your team likely has outstanding action items that need attention to keep things moving.
Activity Monitoring
15-Day Trending Data
The dashboard displays rolling 15-day trend graphs for:
- Daily Clicks — track traffic volume and identify drops or spikes
- Daily Forms — monitor lead submission rates over time
- Active Sources — see which sources are contributing to current campaigns
72-Hour Login Activity
Pingtree monitors login activity across all users in your organization over the past 72 hours. This provides:
- Visibility into which team members are actively using the platform
- A quick audit trail for security and access management purposes
Multi-Organization Access
Account managers can switch between all organizations they manage without logging out. This makes it easy to:
- Compare performance across clients or business units
- Respond to issues in any managed organization directly
- Access organization-specific settings and configurations quickly
Regular Reviews and Strategy Sessions
Enterprise accounts include scheduled check-ins and strategy sessions with your account manager:
- Performance Reviews — review campaign KPIs, lead quality, and distribution performance
- Optimization Recommendations — proactive suggestions based on your data trends
- Strategy Sessions — longer-format planning sessions for new campaigns, verticals, or integrations
To schedule a review or strategy session, reach out to your account manager directly or submit a request via Support > Working Sessions.
