Now that you’ve set up your profile, branding, payout, payment methods and other agency level information in Postalytics, it’s time to setup and manage agency client accounts.
Table of contents
Setup and Manage Agency Client Accounts
To add a new Client Account, navigate to the Agency Home dashboard and click on “Add New Client” to get started. We recommend that you set up a master Client Account for your own Agency use as well. Depending on what you’ve completed, your Agency Home dashboard will look like:
or:
You’ll arrive at the below screen:
Create a username and password for the account, which will enable clients to login to Postalytics. This will be the “Primary User” of this Client Account, with full access privileges. If you’d like to prohibit your client users from accessing payment, order and other information, don’t share this user name/password information with them, but create “Users” in the account per the below instructions.
It is important to keep this user name and password, as you’ll probably refer to many times over the course of your Agency Edition usage. We recommend that you keep all of your user names and passwords in a secure place for easy retrieval.
IMPORTANT NOTE:
For each Client Account, you can decide to enter your Agency information in the profile, or the client’s information. Determine this by how you are structuring the billing for the Client Account. If your client’s credit card will be used and you’d like them to receive white-labeled invoices from the Agency, then enter the client’s information here. If you are managing the campaigns and payments, and then billing the clients separately, you’ll want to enter your information here to prevent your client from receiving any communications.
Create Your Own Master Client Account
It’s also a good idea to create your own master client account. You’ll have your own PRO Plan account with these benefits:
- Create and send your own campaigns, just like your clients.
- Create, edit and manage creative templates for distribution to client accounts.
- Purchase Direct Mail Credits in bulk, taking advantage of price discounts on larger quantities.
- Distribute Direct Mail Credits to your clients. Note: this functionality is available via the Postalytics API. For non API users, we can accommodate distribution to client accounts with some backend work on our part, so please contact us to learn more.
Client Account Profile Information
Enter the contact information for whomever you would like to receive system notifications for things such as list upload completions, etc. If you are handling all of the campaigns, including list uploads, etc, enter your Agency information here. If your client is going to be involved in these steps, enter their information.
Client Billing Information
Enter the contact information for whomever you would like to receive billing emails. If you are handling the billing with your client directly, enter your information here. If you’d like invoices for orders sent to your client (with your branding), enter your client information here.
Sample invoice from the Agency to Client:
Client Account Payment Methods
Each client account you create will have its own payment method. The payment method that you enter will be used for all direct mail campaigns, direct mail credits and any domains that you buy while working in the client account. Remember, Postalytics Agency Edition subscription fees will be charged to the credit card setup for the agency in the initial setup.
You can decide whether to use a client credit/debit card and use the Postalytics invoicing system or pay Postalytics with an agency card and bill the client outside of Postalytics.
Select “payment method” in the client account menu to setup a method of payment.
You can change/update the credit card at any time. If the credit card expires or if it is denied for some reason, an email will be sent to the address setup in the profile.
Client Account Users and Access Rights
Each client account operates like its own Postalytics Pro account. That means that the you and the client can create an unlimited number of users who can access the client account with unique username/password combinations. To manage users, click on the user page in the client account tab on the top right corner of the screen.
Adding New Users
First, click the ‘Users’ link under the account menu in the upper right of your screen
Next click ‘Add New User’
You will now be presented with the new user screen. Add in the user and role info here. The guide below the role dropdown will assist in choosing the right role for this user. The system will ensure the email is not already in use. Once all is set, click ‘Save User’.
The user types are:
Primary User – full client privileges including the ability to add/delete users, manage billing information & more. When you create a client account, the username that the account was created under is considered the primary user. There can only be 1 primary user.
Administrator – Can do everything the primary user can do with the exception of:
No user management
No changing plans
No drip credit management
No viewing/downloading of monthly invoices or PAYG orders
No payment method management
Designer – Can do everything an administration can do with the exception of:
No list creation, appending or deleting
No field mapping management
No campaign creation, editing, or deleting
No goal management
No campaign settings changing
No toggling of mail status or online tracking status
Read Only – Can do everything a designer can do with the exception of:
No template creation, editing or deleting.
Client User Login
Your clients can use these User Names and Passwords that you establish by logging in at the branded “Client Login” URL that comes with your Agency Edition account. You can send your clients the login by copying it from the top of the “Agency Home” page.
Managing Multiple Agency Client Accounts
Once you’ve set up a few Agency Client Accounts, you’ll be able to quickly navigate to each of the accounts from the “Agency Home” button on the top of each page.
When you return to your Agency Home page, you can jump into a different Client Account by clicking “Manage Client”. The page will look like this as you add multiple clients:
From the Agency Home Page, you can also modify the Agency Account settings whenever you’d like.
What’s Next?
After you’ve configured at least one Client Account, you can start building direct mail campaigns for your clients. Please see the next article in our Agency Edition Help Docs:
BUILD DIRECT MAIL CAMPAIGNS IN CLIENT ACCOUNTS
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!