Setting up and using an agency account

At Acumbamail, with our Pro and Enterprise plans, we offer the possibility of splitting a plan account between multiple clients and applying your agency's colors and brands.

This feature, specially designed for marketing agencies, will allow you to offer our email or SMS sending service to your clients without them having to pay you anything. 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 , which will proceed to activate the service.

Create your white label

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

• From the Acumbamail side menu, click on My account, and then My plan.

Next, head to the My Extras tab under Rates & 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 be able to customize both the appearance and the Social Media of your company.

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.

Setting up your agency account

To have an agency account you do not need to configure white label, you can keep the look and support of Acumbamail and still use the agency feature.

The feature agency will allow you to ristribute the rates by number of email shipments among the different clients you have and assign a number of monthly shipments to each of them.

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

To have this feature active you have to contact our support team, once you do so this feature will be added to you 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 in 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 steps above, 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 containing your plan 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 will be able to 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 used 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.

Please note that since this 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 for a user, you only have to return to this page and repeat the credit assignment process.

Credits for surveys and websites

In the case of credits for surveys and websites, since it is a fixed amount dependent on the plan level (free, basic, pro or enterprise), it will not be necessary for you to distribute your assigned credits between your agency accounts.

Therefore, automatically, each agency account created will have its own surveys credits and websites depending on the level assigned to them (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 so, you must click on the options button of the user you want to delete in the table and select " Delete user" from the actions 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 option of blocking it by choosing " Block user " in the actions 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 simply need to choose the " Unlock Account " option from the actions 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 ).

Please note that this action does not release the credits assigned to this account, so if during the blocking period you want to use those credits in another agency subaccount or in your main account, you must remove the credits before blocking it.