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:
1) Go to your Reseller Panel and choose the Buy Online tab. Click the Login button. This will take you to your agency's main account page.
No Reseller Panel
If you don't have a Reseller 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 the link "complete company profile"
4) Billing Information
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.
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.
Client approval
Regardless of whether you are managing clients via the Reseller Panel or several clients 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.
Once you have been working with MailUp as an agency with several client accounts, this process will go much faster.