Adding and Managing Client Accounts

Lead Gen & CRM enables you to add new client accounts, assign managers to an account, edit client account settings, and delete client accounts.

In this article, you'll learn how to add and manage client accounts in Lead Gen & CRM.
 

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

• Adding New Marketing Automation Clients
• Adding New Lead Gen & CRM Ads Clients
• Available Client Options
• Accessible Clients
• Managing Client Email Limits
• Managing Client Email Suppression
• Important Information Regarding Direct Support

Users:

Adding New Marketing Automation Clients

To add new clients, start from    User Menu > Settings in Lead Gen & CRM's top toolbar or click the   Settings icon at the bottom of the left toolbar. 

1. Click Manage Clients, located under Agency Tools in the left panel.
2. Click + Constant Contact.
   
   

    

3. Enter the required personal information.
4. Click Create New Client.
   
   

    

On the screen that appears, enter desired client payment settings based on the client's location. Be sure to click Save to save your new client changes. 

    •   United States
    •   European Union
    •   Australia, Canada, or New Zealand
    •  All other counties or territories

Once the page reloads, the new client will appear under the Managed Clients section.

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

Adding New Lead Gen & CRM Ads Clients

Accounts created in Lead Gen & CRM can access Lead Gen & CRM ads. There may come a time when your clients would prefer to use only Lead Gen & CRM Ads' features. You can create accounts in Lead Gen & CRM that have full access to Lead Gen & CRM Ads and limited interactivity with Lead Gen & CRM.

To create Lead Gen & CRM Ads client accounts, start from    User Menu > Settings in Lead Gen & CRM's top toolbar or click the     Settings icon at the bottom of the left toolbar. 

1. Click Manage Clients, located under Agency Tools in the left panel.
2. Click + Ads Only.
   
   

    

3. Enter the required personal information.
4. Click Create New Client.
   
   

    

On the screen that appears, enter the desired client payment settings based on the client's location. Be sure to click Save to save your new client changes. 

    •   United States
    •   European Union
    •   Australia, Canada, or New Zealand
    •   All other counties and territories

Available Client Options

To edit client options, start from    User Menu > Settings in Lead Gen & CRM's top toolbar or click the   Settings icon at the bottom of the left toolbar. 

1. Click Manage Clients, located under Agency Tools in the left panel.
2. Click      Options in a client's profile row to edit the following:
   
   

    

When a client is within 60 days of their annual contract renewal date, a tag will appear next to the client's name on the Manage Clients page.

Accessible Clients

Users in an instance can be set to be able to access certain clients. To configure the clients a user can access, start from    User Menu > Settings in Lead Gen & CRM's top toolbar or click the   Settings icon at the bottom of the left toolbar. 

1. Click User Accounts, located under My Company in the left panel.
2. Click the name of the desired user account.
   
   

    

3. Scroll down to the Accessible Clients section and click any or all of the checkboxes.
4. Click Save Changes. 
   
   

Managing Client Email Limits

You can set the number of emails a client can send. To manage client email limits, start from    User Menu > Settings in Lead Gen & CRM's top toolbar or click the    Settings icon at the bottom of the left toolbar. 

1. Click Manage Clients, located under Agency Tools in the left panel.
2. Click     Options > Edit Email Limits in the Clients title row.
   
   

    

3. Enter the maximum number of emails you want each client to send.
   
   Note: If left blank, the limit field will be treated as though the client can send an unlimited amount of emails.
    
4. Click Save Email Limits.
   
   

    

Be aware that clients who pay via the billing platform cannot have limits or allowances set. This is due to how clients pay for overages on this system. 

Managing Client Email Suppression

Agencies can turn off engagement-based suppression for their clients that have a sender status of Healthy or At Risk. To manage suppression, start from    User Menu > Settings in Lead Gen & CRM's top toolbar or click the    Settings icon at the bottom of the left toolbar. 

Important: Make sure your Lead Gen & CRM account has access to the client accounts you plan to edit.

1. Click Manage Clients, located under Agency Tools in the left panel.
2. Locate the desired client and click      Options.
3. Select Email Suppression next to the client's name.
   
   

    

4. Check the Require Engagement-Based Suppression checkbox.
   
   Note: Clients with active engagement-based suppression settings will have the EBS Active tag next to their names in the Manage Clients window.
    
5. Click Save Changes.
   
   

    

When engagement-based suppression is not required, your client will be able to send to unengaged leads. If your client's sender status is downgraded based on this, then they will not be able to have their engagement-based suppression turned off until they return to the Healthy or At Risk sender status.

It takes 60 days after a client becomes a Healthy sender before you can remove suppression. Also, time-based suppressions are still in place, regardless of whether or not you turn off engagement-based suppression.

Important Information Regarding Direct Support

Direct Support allows your clients to submit tickets directly to Lead Gen & CRM's support team, so you do not have to be involved in that process. 

Be aware that, if you are not using the billing platform,  Direct Support is enabled by default when you add a new client. It will stay enabled until you manually disable it. In this case, be sure to disable Direct Support for clients if you do not want to be charged. 
If you are using the billing platform, then Direct Support is disabled by default when you add a new client. Refer to Direct Support Package for Clients for more information regarding Direct Support features.

Questions?