Set up an agency account

Set up and use an agency account At Acumbamail, with our Pro and Enterprise plans,we offer the possibility to divide a plan between several customers and apply the colors and brands of your agency. This feature, specially designed for marketing agencies, will allow you to offer our email or SMS service to your customers without having access to the cost it has for you. In addition, the user experience will include your brand and corporate colors. To activate the agency account you will have to contact our support service , who will proceed to activate the service. Create your white label Once you've contacted our support team to set up a primary account for your white label, you can create it by following these steps: Starting from the Acumbamail side menu, click My Account,and then Click plan. Then, go to the My Extras tab under Rates and Billing: Click on the Create button in the White Label section: Set up your white label To set up white label you need to fill out the form below, this will make them customize both the look and Social Media of your company. You can also prevent Acumbamail support sections from being displayed, allowing you to centralize help to your customers from your own channels, so that they have to interact as little as possible with us. Set up your agency account To have an agency account, you don't need to set up white label, you can maintain the look and support of Acumbamail and still use the feature account. The agency feature will allow you to share the rates by number of email sends among the different clients you have and assign a number of monthly shipments to each of them. You can also distribute SMS between your agency sub-accounts. To have this feature active you have to contact our support team,once you do this feature will be added and you can access it as follows: In the Acumbamail side menu, hover over the My account section and then click on the Preferences section of the drop-down menu that appears: Once this is done, the Agencies tab will appear in the menu that appears within the account section: When you have completed the previous steps, you will be able to add new users to your Agency account using the page that appears before you: You'll be able to add your customer's email and an access password. Please note that that sub account may change your password when you access your account. If you need to change the password once the sub account is created, you will need to do so by logging in from the sub account itself or by contacting our support. It is important that you keep in mind that the users you add cannot have an account already created in Acumbamail, since it will not allow you to add an email that does. If the account you want to add is your property, you can contact support to move it within your agency account. In case it isn't and you want to add an account with that same email, you can use a little trick. Email servers ignore the characters that appear in the user name after a +. For example, the following addresses are equivalent, all of which will equal the original. don.draper@sterlingcooper.com don.draper+1@sterlingcooper.com don.draper+3@sterlingcooper.com Distribute plan of emails Once you have your users created, you can distribute the emails from your plan among the different users you have. To do this you must click on the Email Credits tab of the menu and you will reach a page like this (although your emails probably do not belong to superheroes): For each client you can click on the Assign credits button and you will be able to choose the number of emails you want to assign to each of your users. It is important to remember that unassigned credits can be consumed on your own account or later assigned to other users , you do not have to assign all of them from the beginning. In this case we will assign only 6,000 of the 20,000 that we have available. Once we click on Save for each of the clients, we will see that the credits assigned to each user appear with the summary of the credits that you have left to assign. Keep in mind that this is a plan, so your users will be able to send that number of emails each month. If at any time you want to change the number of credits of a user you only have to go back to this page and repeat the process of assigning credits. You can also delete users at any time. Remember that the user deletion operation is not reversible, so be careful when using it. Distribute SMS credits To distribute the SMS credits you must click on the SMS Credits tab of the menu: Once this is done, you'll see a menu just like email credits, but in which you'll distribute the SMS credits you have. Keep in mind that SMS credits don't expire, so you'll be able to distribute them to your users once and they won't renew monthly, but will have them until they're spent. You must click the Assign Credits button for each user you want to add credits to, enter the amount, and click Save on each user. In this case we have added 100 credits to one user and 300 to another. Once we press Save in both users, the following screen will appear, with the summary of the credit allocation made:

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