Upgrading a client's Free Trial Account for purchase

Owned by Former user (Deleted)
Last updated: Sept 04, 2015 by Product team
2 min read

When you (the Agency) are ready to upgrade the client's trial account to a paid subscription (Full Account), regardless of how long you've been a MailUp partner, you must get every client approved with MailUp. Simply do the following:

1) Go to your Agency Panel and choose the "View Client Accounts" tab.

2) Click on the Actions button of the account you want to upgrade and click "Manage Plan". This will take you to your client's customer account area.

3) Provide billing and customer information before the purchase, from the "Billing" tab. If the Agency is paying MailUp directly, enter the Agency's billing address. Be sure to include the Agency email info, not the client's If the Client is paying, enter their billing information. Do not enter their email as the point of contact unless they are allowed to work with MailUp directly. Also, only if they are facilitating the approval process directly with our team. If the account is whitelabeled, be sure to enter your email as the point of contact.

4) Now you can buy or upgrade email plans and buy sms credits for your client from the "Order online" tab.

Client approval

All platforms purchased from an Agency will be available immediately, except if the agency has stipulated its contract with MailUp less than six months prior to the purchase. In this case client approval is mandatory.

SMS credits purchases are immediately available as well, except these cases:

  • All purchases above 10,000 credits.
  • If the purchase happens less than 24 hours after your last credits purchase.

If you happen to be in one of the situations described above, please contact your sales consultant to start the approval process.

List Approval

Regardless of whether you manage clients on separate MailUp accounts or on one MailUp account (via Lists), each client recipient list MUST be approved by MailUp before the client can send campaigns. If you fail to comply and send campaigns without MailUp's approval, this could cause serious damage to the entire MailUp account and risk suspension of the entire account, not just the client List. 

Once you have been working with MailUp as an agency with several clients approved, this approval process will go much faster. 

This is the procedure to follow:

1) Open a support ticket at support@mailup.com.

2) Enter "Customer Approval Request: Account mXXXXX"  in the subject line. 

3) If you are using multiple list on one account to manage clients, create a new List in the account and have your client upload itsv email database. Otherwise ask your client to upload its email database to his newly upgraded account.

4) State in the email that you are an Agency and you have upgraded a trial to a full account. If you're using one MailUp account with one list for each customer, state that you are onboarding a new client to the existing account and that the client's list has been uploaded and ready for scoring.