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Getting Started With Agency Edition

Agency Edition Getting Started

By spending a few minutes getting started with your Postalytics Agency Edition, you’ll ensure a smooth on-boarding of your first client accounts. There are a few steps you can take to ensure that you’re account is properly setup. We’ll review them in this article.

Build Your Agency Profile

On the Postalytics home screen, you’ll see your username in the top right corner of the screen. Clicking on it reveals a drop down menu with pages for your profile, branding, payouts, and monthly invoices. Click on your profile and you can get started.

Agency Edition Getting Started - Setup Agency Profile

This information that you fill out on this profile is the basic info for your agency. Keep in mind that some of this information, such as your agency name and address, will be included in emails that the system will send to your clients. Other information will be used to send you emails for your subscription, orders and more. 

It’s important that you fill out all of the fields in this section.

The Username and Password control access to the Agency Account. Your user name cannot be changed without reaching out to Postalytics. You can update your password at any time. Other important items include:

The Agency Profile information, which is used across a variety of communications between Postalytics and your Agency, as well as from the Agency to the Clients. This includes billing emails and PDF’s, as well as the footer information that they client views in the Client Login portal.

Agency Account Main Email and Billing Emails are fields that are used to both receive and act as “From” email addresses for various system notifications. Note, you can add multiple email addresses by separating them by a comma.

Customize Your Branding

Once you’ve completed your profile, it’s time to redecorate. The logo and color scheme that you specify here will be what your clients will see when they log in and use the site, so the experience is consistent with your brand from start to finish.

Agency Edition Getting Started - Setup Branding

Start by uploading a logo, which will appear wherever you see a Postalytics logo in your version of the screen. The file should be a .png and approximately 480×80 pixels.

Next adjust the colors of the application to match your agency’s brand and personality.

Agency Edition Getting Started - Color Scheme

Setup Your Payouts

The Payouts section lets you set up a method to make money on each piece of mail sent through your Client Accounts. There are three tabs in the Payouts section. Only you can see your payout and invoice settings.

The Account tab is where the basic account information is entered and managed. Clicking “Setup Payout Account” will open a new window, where you can enter a debit card or bank account information, an email, and a margin percentage. Postalytics uses Stripe, one of the largest credit card processing operators in the world to manage your account and payouts.

Agency Edition Getting Started - Setup Payout

Postalytics will automatically calculate the “commissions” on each Client Account purchase of direct mail by using the margin percentage. Currently there is one margin percentage for all client accounts. Your bank account or debit card will receive deposits within 2 business days of the Postalytics payment being received. You can modify your payout information at any time after your account has been established.

Agency Edition Getting Started - Modify Payout Info

The Transactions tab has a register of each campaign for each Client Account, along with the date, format, quantity, margin, commission and the client cost information for each campaign. Here you can access a history of this information in a .CSV file or download a .PDF file of the invoice that the client sees for each campaign.

Agency Edition Getting Started - Transaction Tab

The Payouts tab has a register of the date and amount of each payout of commission that you receive. Postalytics will group campaigns together that were purchased on the same day into single payouts.

Agency Edition Getting Started - Payouts

Monthly Invoices

The Monthly Invoices link in the Account section will list the fees associated with the monthly Postalytics subscription paid by the agency. You can view each subscription invoice and choose to download them as PDF’s.

Agency Edition Getting Started Monthly Invoices

Payment Method

This is where you can enter or update the credit card used to pay the monthly Postalytics subscription.

Agency Edition Getting Started - Payment Method

What’s Next?

After you’ve completed the setup of your profile, branding, payouts and payment method, you can move on to setup your first Agency Edition Client Account. Please see the next article in our Agency Edition Help Docs:

 SETUP AND MANAGE AGENCY CLIENT ACCOUNTS

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