Unarchive an Agency or Reseller Partner child account

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Unarchive an Agency or Reseller Partner Child Account

Introduction

The ability to unarchive an Agency or Reseller Partner child account is an important feature in ActiveCampaign for managing your accounts effectively. This feature comes into play when a child account has been archived due to cancellation or expiration, allowing partners to regain access and continue utilizing the functionalities provided by ActiveCampaign. Understanding how to unarchive a child account not only restores access to account features but also helps in maintaining customer relationships and ensuring continuity of service.

How to Access This Feature

To access the unarchiving feature, you must log into your Partner Portal. Only Agency or Reseller Partners can interact with child accounts through this portal, which is designed to allow a range of account management activities.

Step-by-Step Instructions

Here’s how to unarchive a child account:

1. **Log into your Partner Portal.**

  - Enter your credentials to access the portal where you manage your agency or reseller accounts.

2. **Select the Account to Unarchive.**

  - Locate the account you wish to unarchive, which will typically be listed under your managed child accounts.

3. **Click on "Renew" next to the Account.**

  - Once you have identified the account, click on the Renew option adjacent to the account name. This action initiates the unarchiving process.

4. **Choose the Subscription Plan.**

  - On the "Change Your Account" page, you will need to select a Product, Tier, and any applicable Add-Ons related to the service you want to offer to the customer.

5. **Submit the Changes.**

  - Click the Submit button to finalize your selection. Upon submission, your account will be charged as part of the unarchive process.

  - Please note that the partner, rather than the admin of the account, will receive two important emails:
    - A receipt of the payment
    - A confirmation email once the account has been successfully unarchived and is ready for access

Configuration Options and Settings

When unarchiving a child account, several options and settings come into play: - Product: The type of service the child account will receive after being unarchived. - Tier: The level of service or features that will be accessible. - Add-Ons: Optional additional features that can enhance the service provided.

Please note that if reporting on earlier account data, records are only retained for one year; thus, long-dormant accounts without data will necessitate creating a new account.

Best Practices and Tips

- Always confirm whether the child account has been archived for more than one year, as accounts archived longer than this cannot be unarchived. Instead, a new account must be created. - Keep track of your child accounts and their status regularly to prevent losing access to crucial customer data and functionality. - Use the renewal feature effectively by ensuring that potential trial accounts are managed and unarchived within the two-week free renewal period before moving to the paid account process.

Common Use Cases with Examples

1. **Reactivating a Paid Account:** If a child account previously subscribed under a paid plan is archived due to inactivity, unarchiving allows continued access to previously acquired data and customer history.

2. **Managing Trial Accounts:** For accounts that were set up as trials, partners can extend their usability by renewing them within the two-week grace period, granting clients extra time to evaluate the service.

3. **Continuing Client Engagement:** Unarchiving an account enables active communication with clients who may have fallen off the radar, allowing for targeted re-engagement strategies.

Troubleshooting

If you face issues during the unarchiving process, consider these troubleshooting steps: - Ensure you are logging into the correct Partner Portal with appropriate permissions. - Verify if the account has been archived for more than one year, as such accounts cannot be unarchived. - If you don’t receive confirmation emails after submission, check your spam or junk mail folders.

FAQ

Q1: Can I unarchive any child account regardless of how long it has been archived? A1: No, you can only unarchive accounts that have been archived for less than one year.

Q2: Will I receive any emails after unarchiving a child account? A2: Yes, you will receive a receipt of payment and a confirmation email once the account is unarchived.

Q3: What happens if an account is archived for more than one year? A3: Accounts archived for over one year do not retain any data, and you will need to create a new account for your customers.

Q4: Can I provide an additional free renewal for trial accounts? A4: Yes, Agency or Reseller Partners are permitted to provide one additional free renewal for trial accounts within a two-week period.

Q5: Where can I manage my child accounts? A5: You can manage your child accounts through the Partner Portal.

Q6: Are there any charges for the unarchive process? A6: Yes, the partner is charged for the account upon submitting the renewal details.

Q7: Who receives the emails regarding the unarchive process? A7: The partner who manages the account, not the admin user, receives the email confirmations.

For more information on account management practices, be sure to refer to the relevant sections within Account and Agency or Reseller Partners. ```