Agency

FAQs (0)

Getting started with Agency edition (3)

• Postalytics Agency Edition Overview
• Build Your Agency Profile
• Customize Your Agency Branding

Agency Accounts (9)

• 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

Managing Agency Edition (8)

• 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

Agency Account Reporting (5)

• Review/Download Commission Transactions & Payouts
• Review Client Account Orders
• Manage Client Account Direct Mail Credits
• Review/Download Monthly Agency Subscription Invoices
• Agency Transaction Analysis