Upgrading a client's Free Trial Account for purchase
When you (the Agency) is 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:
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This process should take 2-3 days depending on the quality of the client's list.
Onboarding a New Client to an existing MailUp Account
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Regardless of whether you are managing clients via the Reseller Panel or several clients 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. Therefore, if you have an active MailUp account and onboarding a new client as List on that account, open a support ticket at support@mailup.com to get that client list approved. Important note: 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 |
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clients approved, this approval process will go much faster. |
You may be managing several clients on one MailUp account, each client using an independent "List" in MailUp. Since you already had the Account approved with the first client list, the account is active. Therefore, you cannot follow the normal process by "completing a company profile" and going through the normal vetting process. Instead, you must do the following:
1) Open a support ticket at support@mailup.com,
2) Enter "Customer Approval Request: Account mXXXXX" in the subject line.
3) Create a new List in the account and import the client's email database
4) State in the email that you are an Agency and onboarding a new client to the existing account and that the client's list has been uploaded and ready for scoring