Partners: How to move an existing referred account to managed

Move an account that was once just a referral to a managed account

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If you have an account that was once just a referral that now is looking for your services, you have the ability to change this account from a referred status to managed. You may also need to move an account to managed after moving an existing account into your partnership.

• Instructions to request permission to manage a referral account
• Instructions for a referral account to grant permission
• New account bonuses and revenue share

Instructions to request permission to manage a referral account

1. In the "My Organization" menu on the left-hand side, click Accounts > My accounts.
2. (Optional) Filter your accounts by type and choose the "Referred" option.
3. Next to the referred account, click the Request permission to manage button.
   
   
   
   
4. In the Request managed access overlay, click the Request permission button
   
   
   
   

Instructions for a referral account to grant permission

After you have requested access, the customer must grant you access to their account and can follow the steps in the article below:

• Grant a partner access to your Constant Contact account

Important: Please note that before clicking 'Confirm,' the customer sees a disclaimer message stating that this action will grant the partner full access to their account. We strongly recommend that you set the proper expectations with your customers ahead of time to avoid any confusion or misunderstanding.

New account bonuses and revenue share

If you are moving an account to Referred, you can earn New Account Bonuses and revenue share if:

• The account moves under your partnership within 60 days of conversion, or
• The account moves under your partnership within 60 days of your deployment as a Partner.

Constant Contact will not pay New Account Bonuses or revenue share if neither qualification is met. However, if you move an account to managed, you can earn New Account Bonuses and revenue share on all accounts moved under your partnership. An account in the managed category will earn revenue share even if it was moved beyond the window to earn a New Account Bonus.

Questions?