Set up and use an agency account

In Acumbamail, with our Pro and Enterprise plans, we offer the possibility of dividing a plan among several clients and applying the colors and brands of your agency.

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

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

Create your white label

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

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

Next, go to the My Extras tab within Rates and Billing :

Click on the Create button in the White Label section:

Set up your white label

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

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

Set up your agency account

To have an agency account you do not need to perform the white label setup, you can maintain the look and support of Acumbamail and still use the agency features.

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

You can also distribute SMS between your agency subaccounts.

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

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

Create agency subaccounts

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

You'll be able to add your customer's email and an access password. Please note that that sub account may change your password when you access your account. If you need to change the password once the sub account is created, you will need to do so by logging in from the sub account itself or by contacting our support.

It is important that you keep in mind that the users you add cannot have an account already created in Acumbamail, since it will not allow you to add an email that does. If the account you want to add is your property, you can contact support to move it within your agency account.

In case it isn't 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 user name after a +. For example, the following addresses are equivalent, all of which will equal the original.

Distribute email or SMS credits

Once you have created your users, you can distribute the emails and SMS contained in your plans among the different users you have created. To do this, you must click on the table, on the options button of the user 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 them all from the beginning.

In this case we will assign only 5000 of the 20000 email credits that we have available. It would only be necessary 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 plan, 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 a user, you just have to return to this page and repeat the process of assigning credits.

Survey and website credits

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

Therefore, automatically, each created agency account will have its own surveys and website credits depending on the level they have been 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 using it. To do this, you must click in the table, on the options button of the user you want to delete and select " Delete user" in the action menu.

Temporarily block a user

If instead of completely deleting an agency account you only want to block the service temporarily, you also have the possibility to block it by choosing " Block user " from the action menu. 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 " Unlock account " option in the action menu.

You will be able to see the current status of your subaccounts at all times in the user list, in the "Status" column ( active or blocked ).

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