Agency
Resources for Postalytics Agency Edition customers. Covers agency account setup, managing client sub-accounts, white labeling, and agency reporting.
Agency FAQs
Getting Started with Agency Edition
Agency Accounts
- Set up Agency Client Accounts
- Create Your Own Master Client Account
- Agency Account Notifications
- Client Account Payment Methods
- Build Direct Mail Campaigns In Client Accounts
- Client Account Users and Access Rights
- Managing Multiple Agency Client Accounts
- Access Client Settings from the Agency Homepage
- Add New Client via Email Invite
Managing Agency Edition
- Agency Creative Template Management & Distribution
- Setup Your Agency Payouts
- Update Profit Margin% for Payouts, Bank Account or Debit Card Info
- How to Distribute Direct Mail Credits among Client Sub Accounts
- How To Copy Templates From One Client Account To Another
- Update Client Account Credit Card/Payment Method
- Failed Credit Card for Client Orders
- How to Set Client Level Spending Limits for Triggered Campaigns