Creating Customer Accounts
Last updated
Last updated
Customer accounts can only access the email marketing frontend using impersonation
A user account logs in directly to the frontend with an email address and password, a customer account stays logged in as the backend admin while using the email marketing frontend in a new tab.
Customer accounts do not share data or users
In contrast to user accounts, customer accounts are siloed, each customer account is an isolated environment.
Click Customers -> Customer Accounts
Click the green plus to create a new customer account:
Company Name
Give the customer account a name, this will be shown on the frontend under the user account name.
Frontend
Do not change, this is an advanced feature for expert use only.
A default frontend settings configuration suitable for all customer accounts comes pre-configured with your installation.
Postal Routes
When you add multiple postal routes, they will appear in a dropdown in the email marketing platform UI anywhere you can send a message, postal routes can also be specified through the email marketing API.
Edit send limits
Disabled by default, this is an advanced feature for expert use only.
Trial Expiration:
Disabled by default, this is an advanced feature for expert use only.
Customer accounts can be given an email marketing trial period with an expiration date that automatically cuts access off.
Example Data Template
Disabled by default, this is an advanced feature for expert use only.
If checked, newly created customer accounts will duplicate this account's data and come with all of it's contact lists, broadcasts, segments, email funnels, etc.
Reverse Funnel Order
Default: First in, first out. Reverse: Last in, first out.
If checked, during periods of delayed delivery the most recently added contacts will be sent first, with the expectation that recency creates higher engagement and better deliverability.
Don't Validate Lists
Disabled by default, this is an advanced feature for expert use only.
List validation places contact list uploading restrictions on untrusted customer accounts to guard against spam and abuse.
If unchecked, uploaded contact lists will be unavailable for use until manually approved by the backend admin.
Lists needing approval will be shown under the List Approval tab. Optional automated hygiene and validation can be done using a Mailgun integration.
Remember to save!
Create a user account
At least one must be added to a customer account in order to create it or save changes made to it.
place email sending volume restrictions on untrusted customer accounts to guard against spam and abuse.
is optional, you can just hit the back arrow and still access the email marketing frontend in a new tab via impersonation.
