Agency Tools Overview

For Lead Gen & CRM agency partners, there are tools directly within the application to help manage your clients.

This article will review the Agency Tools section in the Lead Gen & CRM Settings menu.
 

This article applies only to Agency clients. For individual clients, please return to the help center home page and search for another article.

Article Contents

• Accessing Agency Tools
• Manage Clients
• Billing Plan Summary
• Billing Overview
• Client Usage
• Magic Trick
• System Status
• Rebranding

Users:

Accessing Agency Tools

Agency Tools are located in the Settings menu panel. Click    User Menu > Settings in the top toolbar, or click     Settings in the bottom left corner of page, to access Agency Tools. The Settings menu panel will be on the left side of the screen. Agency Tools has its own dedicated section.

Manage Clients

In the Manage Clients menu, there are options available to assist with client management. This menu shows all of your active clients.

Adding Clients

To add new clients, do the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click one of the following in the Clients title row:
      •  + Ads Only
      •   + Constant Contact
   
   
   
   
4. Enter the required personal information.
5. Click Create New Client.
   
   
   
   

Once created, Lead Gen & CRM Ads Only clients are set with the Ads Only label. 

Important: This information will be automatically added under the Company Profile and is required by the CAN-SPAM Act to send emails. 

Read Lead Gen & CRM: Ad Retargeting to learn more about Lead Gen & CRM Ads. 

Email Limits

To set email limits for clients, do the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click    Options > Edit Email Limits in the Clients title row.
   
   
   
   
4. Enter the maximum number of emails you want each client to send.
5. Click Save Email Limits.
   
   
   
   

Note: This number will prevent clients from sending more emails that you allow.

Available Client Options

To edit client options, do the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click    Options in a client's profile row to edit the following options:
   
   
   
   

Billing Plan Summary

The Billing Plan Summary menu offers billing information in an at-a-glance fashion. Information includes charges for licenses, usage charges, and charges for other services.

Billing Overview

The Billing Overview menu breaks down information by individual client accounts. This breakdown is displayed by month and includes information on charges, clients, transactions, and the amount paid.

Date Breakdown

Navigate from month-to-month to view previous billing cycles by doing the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Billing Overview, located under Agency Tools in the left panel.
3. Click the      arrows in the date navigator to move forward and back a month at a time.

Exporting Bills

To export bills as .CSV files, do the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Billing Overview, located under Agency Tools in the left panel.
3. Click on the row of the client.
   
   
   
   
4. Click Export Invoice.
   
   
   
   
5. In the online PDF file that opens, click the Download button.
   
   
   
   

Open the exported .CSV file that is downloaded to your computer. 

Client Usage

The Client Usage menu displays usage during the selected month, which is the first day of month through the last day of month.  This information may not correspond to the Billing Overview page, which is based on usage during the billing cycle.

For a given month, the Client Usage menu displays client companies, their total number of contacts, the total number of emails sent, and the used product.

Magic Trick

The Magic Trick menu provides information on how to install the Magic Trick, as well as how best to demo the Magic Trick.

The Magic Trick uses Lead Gen & CRM to sell itself. When demonstrated properly, it showcases a wide range of powerful Lead Gen & CRM features in real-time.

This informs the customer that the product works while showing complex features in an easy-to-understand way.

Refer to Installing and Using the Magic Trick for more information on the Magic Trick. Contact Professional Services for further assistance.

System Status

The System Status menu provides information on the current status of the platform. Click System Status and Uptime Report for an in-depth look at application status and uptime over the past thirty days.

A green bar means the application is performing as normal, and a yellow or red bar will note any type of delays or outages.

Additionally, the report provides information on any incidents that have occurred with the application.
 

Rebranding

The Rebranding menu provides white labeling and rebranding options. Rebranding enables you to change several visual components in the application and personalize the software to your company.

Domain Editing

When your users log in, they should see yourcompany.marketingautomation.services as the application URL. You can modify the prefix of this URL, so long as it is not already being used by another company.

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Rebranding, located under Agency Tools in the left panel.
3. In the Your Domain section click Edit Domain.
   
   
   
   
4. Enter a domain name in the window that appears.
5. Click Save Rebranded Domain.
   
   
   
   

Setting Default Email Names

You can set the default From name for all system and notification emails. To set the From name, do the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Rebranding, located under Agency Tools in the left panel.
3. In the Email 'From' Name section, select either of the following: 
   
      •   Use "Constant Contact" as the "from" name
      •   Use "YOUR DOMAIN NAME" as the "from" name

Configuring Custom Themes

You can customize the colors of your Lead Gen & CRM instance. This does not modify platform functionality in any way. To customize the color scheme of your instance, do the following:

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Rebranding, located under Agency Tools in the left panel.
3. In the Custom Theme section, select a color from the Primary Color menu.
4. Select a color from the Secondary Color menu.
5. Select a color from the Primary Text Color menu.
6. Select a color from the Secondary Text Color menu.
7. Click Save Theme.

Questions?