Managing Client Configuration Settings for Clients in Australia, Canada, or New Zealand

Lead Gen & CRM is designed to accommodate all types of marketing agencies and the relationships they have built with clients.

Important: Any references to taxes are for informational purposes only and should not be considered tax advice. Please contact your tax advisor for additional assistance.

Some agencies choose to allow their clients to have hands-on access to Lead Gen & CRM. Those clients will therefore have access to client services within Lead Gen & CRM that have charges associated with them. When managing clients, you can determine how to charge them for services—and also how much. This article will detail how to manage clients, as well as your price margins.
 

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

Understanding This Document

This documentation is meant to show how to manage clients and configure margin protection settings.

Aside from the associated content, it does not contain all the information available on the many aspects and inner workings of Lead Gen & CRM's billing system. 

Refer to other Knowledge Base articles for Lead Gen & CRM, or contact Lead Gen & CRM Support for more information.

Setting Margin Protection

Lead Gen & CRM's billing services provide you with a way to maintain profit margins. When enabled, margin protection will preserve your agency's profit margins in the event of a license price increase. Effectively, with margin protection enabled, license price increases will be passed to clients.

To enable or disable margin protection, do the following:

1. Click    User Menu > Settings in the top toolbar or click the Settings Gear icon () in the bottom of the left-hand menu. 
2. Click Company Profile, located under My Company in the left panel.
3. Scroll to the Margin Protection section.
4. Select one of the following Protect my margins options:
    

   Option		Description
   On		If prices change, your agency's remittance will stay the same. Your client's license cost will increase.
   Off		If prices change, your agency's remittance will be impacted. Your client's license cost will stay the same.

   
    
5. Click Save.
   
   

Managing Client Charges

You can determine how much to charge your clients individually for Lead Gen & CRM services. To manage individual client charges, do the following:

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
   
   
   
   Once on the Client Configuration Page:
4. Select either the Annual or Month-to-Month agreement term option. (This determines what Constant Contact will bill your agency for the client license, and the amount of time that you are required to keep the client license and your agency account open.)
   NOTE: The page will display as if the client is on the "Annual" term until it is configured the first time, but until you actually complete the configuration and select a term, you will be billed the month-to-month client license price.
5. Select a billing frequency of either Monthly or Annually in the How much will you charge this client? drop-down menu. (This determines how often we bill your client on your behalf, and bill you for their services.)
   NOTE:  You still have the option to continue billing the client monthly when elected for an annual term. You also have the option to bill them annually if needed. 
6. Enter a price amount in the How much will you charge this client? field. (The Lead Gen & CRM platform requires that you enter at least the minimum amount shown.  Most agencies bill their clients more than this minimum, to cover the costs of the services that they are providing. You must enter at least the minimum shown even if you will not be billing the client through our platform.)
7. If you have Margin Protection disabled at the Agency level, you can select to enable it for the client. 
8. Enter information on any relevant agency services into the Would you like to charge Agency Services? field.  (This creates a separate line item on your client's invoice.  It is still a monthly charge, so if you're using it for a 1-time entry, like onboarding fees, make sure to go back in and remove it after the client is billed.)
9. If you entered agency services, enter the total price amount for those agency services in the associated price amount field.
   
   
   
   
10. Set the Direct Support toggle to either On or Off. (Your agency pays for this service and does not pass this cost on to your client directly, so you may want to take that into consideration when setting the pricing for your clients, if you offer it to them.)
11. Enter the desired charge amount in the How much will you charge this client for Sales Dialer? field.
12. Enter the desired charge amount in the How much will you charge this client for Mail Sync? field.
    
    
     
13. Enter Payment Information or skip this section, as needed. 
14. Determine if you need to bill the client GST, and complete this section. (Entering a percentage will add a tax line item to your client’s invoice visible to your agency and your client. Any taxes collected from your client are paid out to your agency. It is your agency’s responsibility to determine the correct tax rate, and remit any taxes collected from your client to the appropriate taxing authorities.)
    
    
    
    
15. Decide if you will be using the Free Trial option for the new client.  (You have until the end of the first day the client is created to activate this feature. After the first day, the client is ineligible for the Free Trial if not selected.)
16. Save the page and Confirm the changes. 

NOTE:  If you have selected an Annual Agreement term, then after the page is saved an annual agreement will be sent to the primary contact on your agency account, via PandaDoc. Only after the document is signed, will the discounted pricing be in effect. This is specifically an agreement between your agency and Constant Contact, so make sure the agreement is sent to the principal contact for your agency, or someone authorized to sign for your agency.  

Please read it carefully, as it has implications for costs to your agency and changes the term of your agreement with Constant Contact.  If you elect an annual term and request to cancel the license early, there is an early termination fee payable by your agency.  We recommend that you take that into consideration as part of your agreement or contract with your client.

Please note - if there are any required fields that are not completed, you will get an error message at the top of the page and NONE of your changes will be saved.  If you receive an error, you will need to re-enter all of the configuration changes.

Pricing to Clients

When charging a client, you will not be able to charge below the minimum threshold. The minimum price amount required will update to reflect the monthly or annual billing frequency selected. 

Click See Our Suggested Pricing to view Lead Gen & CRM's suggested monthly pricing for different contact totals, as reference for how you may want to price the service for your clients. 

Only one Agency Service charge may be active at a time. If you need to bill the client multiple amounts in addition to the license price, you will need to combine all relevant charges into one charge.  You can also just include all amounts you wish to collect from the client as part of the license price in the How much will you charge this client? field.

The entered client service price will be reflected in the Amount you will make on this client table. Be aware that the net amount you make will depend on the following:

• The amount you charge the client
• The cost for your agency's Lead Gen & CRM license
• Whether or not Direct Support is enabled for the client
• Whether or not you charge Agency Services

Lead Gen & CRM will bill each client on your behalf for the amounts you enter. You will receive an automated deposit once you complete the Billing Info setup. All billing to agency clients is 100% on behalf of our Agency Partners, and Lead Gen & CRM remits all of the money collected from your client to your agency.  For further information on client billing, please refer to the KB article: Agency Billing to Clients and Payouts from Clients. 

Client Payment Information

PLEASE NOTE: We don't recommend putting a payment method belonging to your agency into a client instance, unless there is a specific reason to do so (such as for expense accounting).  In doing so, you are paying platform fees to charge your own credit card or bank account and have the payment processor turn around and deposit that money right back to you.  That could also result in additional tax implications for your agency, and possible issues with other financial regulations, depending on jurisdiction.  

If you are billing a client directly, outside of our service, you can contact Lead Gen & CRM Billing Support to opt them out of being billed by your agency through the Lead Gen & CRM billing platform.  This does not increase the amount that you pay Constant Contact for the service.  Contact crm-billing@constantcontact.com for more information.

Entering Client Payment Information

A client can use a credit card for payment to your agency. If they have provided their payment method information to you to enter on their behalf, do the following: 

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
4. Select Enter client payment information in the Payment Info section.
5. Click the Open Secure Billing Form button (make sure any popup blockers in your browser are turned off).
   
   
   
   
   
6. On the page that comes up, enter the client’s email address, select the payment method needed, and complete the associated form.  If they wish to be able to use this payment method across other Stripe-enabled websites, you can enroll the associated email in Stripe’s Link service, but it is not required in order to save the payment method for charges through Constant Contact.  If the client wishes to use Stripe’s Link service, enter their desired phone number to proceed with that enrollment.  
7. Click Save to save your changes.  You will receive either a confirmation or error message regarding the validation of the payment method.
    

NOTES: 

• • When entering a credit card to be used as a payment method, a temporary charge of $1 (or equivalent) is made to verify that the card is valid. Please have the client make sure that the card provider will accept the validation charge without further authorization requirements.

Prompting Clients to Enter Their Own Information

Though you can enter information on a client's behalf, you can have them enter their own information. This is because you may have clients who are wary of providing you with their credit card information. You can prompt clients to enter their own payment information when they next log in to their instance. 

To have clients enter their own information, do the following:

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
4. Select Prompt this client to enter payment information in the Payment Info section.
5. Click Save.
   
   

Saving this option will prompt your client to enter a payment method when they log in to their instance.  If they do not enter payment information before your next billing date, an invoice will be created on your behalf, but we will not be able to collect the funds for you and the invoice will be marked Uncollectible. 

Clients that enter their own payment information will need to enter their credit card information before we can bill them on your agency’s behalf.  If they need further information on doing so, please have them see Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand.

Editing Client Billing and Payment Information

If you are entering and overseeing a client's billing and payment information on their behalf, you can edit that information as necessary. To edit client information, do the following:

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
4. Click Edit/Change card in the Payment Info section (make sure any pop-up blockers in your browser are turned off).
5. Enter their updated payment method information.
6. Click Save.

Clients who are responsible for entering their own payment method can reference the information in Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand.

Entering GST Information

Businesses in Australia, Canada, or New Zealand must apply a goods and services tax (GST) to their sales or purchases. This information can be entered in their client settings.

To enter GST information for clients in these countries, do the following:

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
4. Manage client charges as desired.
5. Scroll down to the Other Settings section.
6. Click the Charge this client GST on my agency's behalf toggle.
7. Enter the client's GST number in the GST Number field. 
8. Enter the applicable percentage in the GST Percentage field.
9. Click Save.
   
   

For more information on each country's respective GST rules, regulations, and laws, refer to your applicable government website.

NOTE: Entering a percentage will add a tax line item to your client’s invoice visible to your agency and your client, based on the license price that you have chosen to bill them. Any taxes collected from your client are paid out to your agency. It is your agency’s responsibility to determine the correct tax rate, and remit any taxes collected from your client to the appropriate taxing authorities.

Setting Trial Status

New clients can be set to trial status. To enable trial status for a client, do the following:

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
4. Manage client charges as desired.
5. Scroll down to the Other Settings section.
6. Click the 30-Day Trial checkbox.
7. Click Save.
   
   

When setting a client to trial status, be aware of the following:

• Your agency will not receive proceeds from this client during the trial period. If you are billing them through our platform, you will begin receiving proceeds at the end of their second billing cycle, which is also the first time that you are billed for their license.  Because your agency is billed in arrears, and the client is billed at the beginning of the billing cycle, this does mean that you pay for their second billing cycle, and they are paying you for their third cycle.  Please take this into account when setting pricing and billing guidelines with your client.
• Lead Gen & CRM will not collect the client's license or Direct Support fees during the trial period. Collection will begin during their second billing cycle.
• Clients have a time limit of 24 hours after they are created to be set to trial status. Once the time limit has passed, this option will be grayed out and cannot be selected.
• The Trial Period is not for 30 days, but only the remainder of the billing cycle in which the client is created.  See this article for further information.

Displaying Agency Discounts

You can display the savings your clients receive by signing on to Lead Gen & CRM through your agency.
To enable trial status for a client, do the following:

1. In your Agency account, click    User Menu > Settings in the top toolbar or click the Settings gear icon ( ) in the bottom of the left-hand menu. 
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click the     Three-Dot menu > Client Configuration next to the desired client's name.
4. Manage client charges as desired.
5. Scroll down to the Other Settings section.
6. Click the Display Your Agency's Discount checkbox.
7. Click Save.
   
   

Be aware that these savings display on the client’s Billing Overview page as the difference between a Lead Gen & CRM enterprise license and the cost your agency sets for this client's license.

Questions?