Partner Portal Common Questions

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Partner Portal - Common Questions

Introduction

The Partner Portal is an essential tool within the ActiveCampaign ecosystem designed for Agencies and Resellers to effectively manage multiple client accounts. This portal not only allows users to navigate the complex landscape of account management but also provides billing, client support, and customization options all in one place. Understanding the FAQ about the Partner Portal is crucial for maximizing its features and ensuring that both the agency and their clients have a seamless experience.

How to Access This Feature

To access the Partner Portal, users need to log into their agency or reseller account. Upon successful login, navigate to the left-side menu and select Overview to access the Accounts Overview page, which serves as the dashboard for managing all resold accounts.

Step-by-step Instructions

Accessing the Accounts Overview Page

1. Log into your agency or reseller account. 2. Click on Overview from the left menu. 3. The Accounts Overview page will display a sortable, searchable list of all resold accounts.

Adding a New Resold Account

To add a new resold account: 1. Click the Add new account button on the Accounts Overview page. 2. Fill out the Add New Account form with the following information:

  - Account Snapshot - Optionally, build a new account from a snapshot.
  - Account Name - The username your client will use.
  - Custom Domain/CNAME - For a personalized account URL.
  - Client Name - The name of your client.
  - Client Email - Your client's email address.
  - Notification Email - The email for account notifications related to billing, campaign approvals, etc.
  - Country - Select the client's country for data storage.
  - Language - Choose the language in which the account interface should be displayed.
  - Time Zone - Set the client's time zone.
  - Plan - Choose between paid plans or trials based on account needs and selected pricing version.
  - Add-Ons - Available for Plus, Professional, and Enterprise plans to enhance functionality.
  - Billing Profile - Select an existing billing profile for the account.

3. Click the Add Paid Account button when finished.

1. 1. 1. 1. Note:

The system will process requests and prepare accounts. Do not close or reload the page during this process.

Adding an Existing Account

To transfer an existing account to the Partner Portal: 1. Have the account's owner send an email to partners@activecampaign.com. 2. Include the activehosted account to be moved, the associated admin's email address, and your agency's email address.

Filtering Accounts

To filter and view specific accounts: 1. On the Accounts Overview page, use the dropdown menu to filter accounts by attributes such as status (Active, Expired, etc.), plan (Starter, Plus, etc.), or additional filters. 2. Click on column names to sort accounts as needed.

Removing an Account

To remove an account from your Partner Portal, email partners@activecampaign.com with the following details: 1. Activehosted account name. 2. Client email address. 3. Ensure any agency branding has been removed before submitting.

Configuration Options and Settings

The following options are available for configuring your resold accounts: - Account Snapshot - Account Name - Custom Domain/CNAME - Client Name - Client Email - Notification Email - Country - Language - Time Zone - Plan Options - Add-Ons - Billing Profile

These configuration options ensure that each resold account is tailored to the specific needs of your clients, providing them a custom experience.

Best Practices and Tips

- Always double-check the information provided while creating or editing accounts. - Regularly update billing information and ensure all clients are informed of their billing cycles. - Use the filtering options on the Accounts Overview page to quickly access accounts based on their status or plan. - Encourage clients to keep their notification email updated for important account communications.

Troubleshooting

In case of issues: - If an account fails to create, check for missing required fields in the form. - Ensure that you have permission to manage and transfer existing accounts. - For technical problems, reach out to the ActiveCampaign support team.

FAQ

1. How will I be billed for my resold accounts? - Billing occurs monthly or annually per account based on their specific billing cadence. Each account is billed on its own renewal day.

2. Can I customize the look of resold accounts? - Yes, you can rebrand and customize accounts, including setting a custom domain.

3. What happens if my client forgets their password? - Clients can reset their password from the login page or you can assist them by sending a reset email.

4. Do I receive support for my clients? - As the service provider, you are the first point of contact for client support. ActiveCampaign will assist as needed but will primarily refer billing issues back to you.

5. How can I create trial accounts? - You can create trial accounts by selecting "V1" from the pricing dropdown and choosing "Trial" from the plan options when adding a new account.

6. Can I upgrade my resold accounts? - Yes, you can upgrade accounts through the Partner Portal by selecting a new plan in the Accounts Overview page.

7. Do my clients receive billing notices? - No, only the agency will receive notifications regarding billing and account issues.

By mastering the functionalities and configuration options available in the Partner Portal, agencies can easily manage their client accounts and enhance their service offerings. ```