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Your customers

Everyone you look after: running their email for them, what they receive from you, and their reports.

Step by step

Your customersEvery customer you look after, in one list. From each row, open their portal, run their email for them, change how they work with you, or give them credits from your pool.Film · 1:00Run a customer's email for themFor a managed customer, press Manage on their row. Their workspace opens in your brand, and you run their campaigns, lists and results for them, then step back to your dashboard.Film · 0:59The emails your customers getA welcome series, plan reminders and monthly insights go to your customers in your name. Under Account, open Emails to set who they're from, choose which they get and preview each one.Film · 1:20Reports, customer by customerOpen Reports to see every customer side by side: what they've sent, what they pay you and what you make on their usage. Click one to see their figures on their own.Film · 0:48

How it works

Self-serve or managed: how each customer works with youA self-serve customer signs in and runs their own campaigns on one of your plans. For a managed customer, you run their email and they get reports. You choose for each one, and can change it.How it works

Questions

Can I bring my existing clients over?Yes. Add each one in Customers, self-serve or managed, then upload their lists with their unsubscribes kept. Every address is checked before it's ever mailed.3 steps

When something’s wrong

A customer can't sign inIf they never set a password, resend their invite from Edit details, under Portal login. If they forgot it, they press Forgot your password? on your portal's sign-in page.Fix it

More in run your platform

Getting startedYour dashboard, your brand and portal, your domain, your prices and your first customer.9 articlesSendingThe sending domains your mail goes out on, and the lists and partner pool behind them.2 articlesMarketing hubYour website, your Brand kit, films from the Media studio, How-to videos and your referral programme.5 articlesYour moneyYour business numbers, usage, earnings and payouts, and your own subscription.6 articlesYour accountYour profile, your team and who can do what, and keeping your account secure.2 articles