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Agency

FAQs (0)

Getting started with Agency edition (3)

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

Agency Accounts (8)

  • Set up Agency Client Accounts
  • Create Your Own Master Client Account
  • Client Account Payment Methods
  • Build Direct Mail Campaigns In Client Accounts
  • Client Account Users and Access Rights
View all articles (8)

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
View all articles (8)

Agency Account Reporting (4)

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