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.
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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.
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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.