Spending a few minutes setting up your Postalytics Agency Edition will help to ensure a smooth onboarding process with your client subaccounts. In this article, we’ll review each of the steps to take to get your account setup properly.
Table of contents
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 to get started.
The information that you enter on this profile page 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 username cannot be changed without reaching out to Postalytics, however, you can update your password at any time. Other important items include:
The Agency Profile Information is used across a variety of communications between Postalytics and your agency, as well as from your agency to your clients. This includes billing emails and PDF’s, as well as the footer information that the 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 with a comma and no spaces between.
Customize Your Branding
Once you’ve completed your profile, it’s time to redecorate. The logo and color scheme that you specify here is what your clients will see when they log in and use the site, so that the experience is consistent with your brand from start to finish.
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.
Once your Agency Edition branding is set up, your client login, emails and invoices will come from your agency. All references to Postalytics are removed.
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.
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.
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.
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.
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.
This is where you can enter or update the credit card used to pay the monthly Postalytics subscription.
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:
Learn More About Postalytics
We love talking with clients, partners and marketers of all types about how Postalytics can be used to solve problems and build great campaigns. If you’d like to talk with us about our pricing or any other part of Postalytics – please reach out!