Set Up and Use an Agency Account

At Acumbamail, with our Pro and Enterprise plans, we offer the possibility of splitting a rate among several clients and applying your agency's colors and branding.

This feature, especially designed for marketing agencies, will allow you to offer our email or SMS sending service to your clients without them having access to the cost it has for you. In addition, the user experience will include your brand and your corporate colors.

To activate the agency account you will have to contact our support service, which will proceed to activate the service.

Create your white label

Once you have contacted our support team to set up a main account for your white label, you can create it by following these steps:

• Starting from the Acumbamail side menu, click on My account, and then My rate.

Then, go to the My extras tab within Rates and Billing:

Click on the Create button in the White Label section:

Configure your white label

To configure the white label you must fill out the following form, with this you will achieve both the appearance and the social networks of your company to be personalized.

You will also be able to prevent the Acumbamail support sections from being displayed, allowing you to centralize help to your clients from your own channels, so that they have to interact as little as possible with us.

Configure your agency account

To have an agency account you do not need to configure the white label, you can maintain the appearance and support of Acumbamail and, even so, use the agency functionality.

The agency functionality will allow you to distribute the rates by number of email sends among the different clients you have and assign them a number of monthly sends each.

You can also distribute SMS among your agency sub-accounts.

To have this functionality active you have to contact our support team, once you do this functionality will be added and you can access it in the following way. In the Acumbamail side menu, hover over the My account section and then click on the Preferences section of the dropdown menu that appears:

Once this is done, the Agencies tab will appear in the menu that appears within the account section:

Create agency sub-accounts

Once you have completed the previous steps, you can add new users to your Agency account by clicking on the Add user button.

You can add your client's email and a password. Keep in mind that this sub-account can change its password when it accesses its account. If you need to change the password once the sub-account is created, you will have to do it by logging in from the sub-account itself or by contacting our support.

It is important to note that the users you add cannot already have an account created in Acumbamail, as it will not allow you to add an email that has it. If the account you want to add is yours, you can contact support to move it within your agency account.

If it is not and you want to add an account with that same email, you can use a little trick. Email servers ignore the characters that appear in the username after a +. For example, the following addresses are equivalent, all of them will be equivalent to the original.

Distribute email or SMS credits

Once you have your users created, you can distribute the emails and SMS that your rate contains among the different users you have created. To do this, you must click on the table, on the user options button to whom you want to assign the credits and select Assign credits.

You can choose the number of email or SMS credits you want to assign to each of your users. It is important to remember that unassigned credits can be consumed in your own account or assigned later to other users, you do not have to assign all from the beginning.

In this case we will only assign 5000 of the 20000 email credits we have available. All that remains is to confirm the action by clicking on Assign. And in the same way, SMS credits could be assigned.

Keep in mind that, since it is a monthly rate, your users will be able to send that number of emails each month. If at any time you want to modify the number of credits of any user you just have to return to this page and repeat the credit assignment process.

Survey and website credits

In the case of survey and website credits, being a fixed amount dependent on the level of the plan (free, basic, pro or enterprise) it will not be necessary for you to distribute your assigned credits among your agency accounts.

Therefore, automatically, each created agency account will have its own survey and website credits depending on the level they have assigned (basic or pro).

Delete user

You can also delete users at any time. Remember that the user deletion operation is not reversible, so be careful when you use it. To do this, you must click on the table, on the options button of the user you want to delete and select "Delete user" in the actions menu.

Temporarily block a user

If instead of completely deleting an agency account you just want to temporarily block the service, you also have the possibility to block it by choosing "Block user" in the actions menu. In this way the user will not be able to log in to Acumbamail even if they enter the correct credentials.

To resume the service, you would only have to choose the option of "Unblock account" in the actions menu. You can see at all times the current status of your sub-accounts in the user list, in the "Status" column (active or blocked).

You should bear in mind that this action does not release the credits assigned to this account, so if during the blocking time you want to have those credits in another agency sub-account or in your main account, you should remove the credits before blocking it.