Creating Customer Accounts
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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
At least one postal route must be added to a customer account in order to create it or save changes made to it.
Edit send limits
Disabled by default, this is an advanced feature for expert use only.
Sending limits place email sending volume restrictions on untrusted customer accounts to guard against spam and abuse.
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
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!