Add a customer

A customer can run their own campaigns in your portal, or you can run them for them and send them reports. Either way, they're set up in one step.

Add them

1. 1

   Open Customers. Everyone you look after is here, with how they work with you.

   

2. 2

   Press Add customer.

   

3. 3

   Type their email, their first and last name, and their company.

   

4. 4

   Choose how they'll work with you.

   • Self-serve: they sign in and run their own campaigns.
   • Managed: you run campaigns for them, and they get reports.

   

5. 5

   A self-serve customer can start on one of your plans. Their invite email takes them straight to your portal.

   

6. 6

   Press Create customer.

   

They're in, ready to go.

What you can do next

On the customer's row:

• Open portal shows you their portal, as they see it.
• Manage takes you into their workspace, to run campaigns for them.