Upgrading a client's Free Trial Account for purchase
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 Place an order the "View Client Accounts" tab.
2) Click on the Actions button of the "Login" buttonaccount you want to upgrade and click "Manage Plan". This will take you to your agency's main account page.
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If you don't have an Agency Panel, and this is your first trial account with MailUp, just log in to the trial account directly with the Account ID and password. |
2) Choose the client's trial account from the drop down menu. The page should refresh to see this:
3) click on "GET APPROVED"
4) Provide billing and customer information
If 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'sIf 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.
Once the form is submitted, our customer approval team will respond with a set of questions about your client's company and recipient list. Therefore be sure to provide the client's company details during this process.
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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4) Now you can buy or upgrade email plans and buy sms credits for your client from the "Order online" tab.
Client 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.
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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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Once you have been working with MailUp as an agency with several 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 followingThis 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) Create If you are using multiple list on one account to manage clients, create a new List in the account and import the client's email databasehave 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.