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Partners: Child account creation

Article: 000044005
Updated: April 10, 2025

Learn how to set up and configure a new child account

To create a new child account:

 

  1. From the menu on the left, click Accounts.
  2. Under the Home tab, click the Create Accounts button.

    Accounts Tab Create Accounts Button

  3. Choose where to send billing receipts:
    • Client’s Email Address
    • Your email address
  4. Click Next.

    Select email

  5. Enter the following account information pertaining to the client:
    1. Organization Name
    2. Website Address (Optional)
    3. Username
    4. Password
    5. Security Question and Answer
  6. Click Next.

    Enter Organization Info

  7. Enter the following contact information pertaining to the client:
    1. First and Last name
    2. Country
    3. Street Address, Postal Code, City, State
    4. Email Address
    5. Phone Number
    6. Indicate whether to send the Constant Contact verification email to the client
  8. Click Next.

    Enter Contact Info

  9. Choose a plan for the account: Trial, Lite, Standard, or Premium. 

    Email Plus IconCompare Plans: Learn where to find more details on plans and pricing and compare the different plan options.


  10. If you choose a Trial account, select whether to add the account to a single bill
  11. If you selected "No" to the single bill option, enter the currency type for billing purposes.
  12. Click Create Account.

    Choose plan


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