You can easily add and manage your clients using the Client Manager. You will need to enable Agency Edition under Customization Options in order to activate the Client Manager.
Accessing Client Manager
Settings > Client Manager
Creating new client accounts
Clients can be added to your system two ways. The first is via your public, custom branded sign-up form that you can share with your clients and post to your web site. The second is by manually adding your client by clicking 'Add Client'.
Allocating email credits to your clients
Each client maintains a separate account within your system and separate allocations of email credits. The minimum volume of email credits you can add to a client account is one-thousand (1,000) email credits and there is no maximum. You can remove email credits from your client(s) account at anytime as well, but you must maintain at least a one-thousand (1,000) allocation level for an active client, even if their available credit level is less than (1,000) because of deductions for sent campaigns. At anytime you can remove all remaining email credits in a client(s) account to bring their available credit(s) to zero (0) and inactivate their account.
At this time, only Pay-as-you-go / Additional Email Credits can be allocated to clients - because these credits do not expire. If you're presently on a monthly subscription plan, you will need to purchase Additional Email Credits to your account before you can allocate credits any client(s). You can still maintain your monthly subscription plan for your own account and campaigns, but only you can use monthly credits.
To manage your client(s) email credits, simply click on the client name from the Client Manager.
Allocating testing suite credits
As an option, you can subscribe to an unlimited test plan for our Email Testing Suite and then allocate test credits to your clients. The allocation process is exactly like allocating email credits, except the minimum allocation is (1) one and again no maximum. Like email credits, you're absolutely free to craft your own billing and pricing model for testing suite credits. As a reminder, (1) one testing suite credit is valid for a single test against (34+) thirty-four plus email clients and spam filters.
Accessing your client accounts
In an agency setting, you could be managing dozens of client accounts and their email marketing campaigns. Part of the value of our Agency Edition is that you can opt to manage your client(s) account on their behalf or you can allow your client to full or limited access. In either case, as the agency or reseller you will need to be able to have quick access your client(s) account for service and support. Our solution is a unique, single-click sign-on link for each of your clients that can be accessed from 'Your Clients' under the 'Log-in' column.
To return to your account from a client(s) account, simply click on 'Back to Client Manager' in the top right corner of your client(s) interface.