Self-serve or managed: how each customer works with you
A 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.
Every customer works with you in one of two ways. You choose when you add them, and can change it right in Customers.
| Self-serve | Managed | |
|---|---|---|
| Who runs their campaigns | They do, in your portal | You do, in their workspace |
| What they're on | One of your self-serve plans | One of your managed service tiers |
| What they see | Everything they run | Their reports |
| Their lists | Theirs to run | Theirs, and you run them |
Self-serve
A self-serve customer starts on one of your plans. They sign up on your subscribe page, or you add them and their invite takes them straight to your portal.
Managed
Press Manage on their row, and their workspace opens in your brand. You run their campaigns, lists and results for them, and you can give them lists from your partner pool.
Their tier is offered when you take them on. Managed service tiers never appear on your subscribe page.
Your sign-up can offer done for you, self-serve, or both. You choose in Brand & Portal.
Step by step: Add a customer and Run a customer's email for them.