How can I register subaccounts on the platform?
There are 2 ways to sign up subaccounts to the platform. You can either sign them up manually or you can configure a registration form that you can integrate and display on your website.
Registration form
Thanks to the registration form, people can sign themselves up as a (trial) subaccount on the platform that you're reselling. I'll walk you through the setup.
First, open the 'subaccounts' (1) tab in the dashboard and go to 'registration from' (2). Then, at the general settings you can configure the following settings:
Use packages (3) :
If enabled, people can select their own package among the options you have created. Make sure you have enabled the 'visible for customers' features, otherwise it will not be possible. You also need to have at least to visible packages otherwise the customers will be automatically signed up for the only package you provide. The only package will not be displayed on the form as well.
Automated creation (4) :
If enabled, customers who signed up using the registration form are automatically approved. If disabled, you'll first need to approve their application before they can log in and test the features.
Expiration date for trial accounts (5) :
Select how long a trial period last before the trial account expires and becomes inactive. You can select 7 days, 14 days, 30 days or no expiration date.
The form settings give the admin the ability to customize the form to your needs. Follow my lead for a detailed explanation on the setup.
Add country selector:
If enabled, your customers are required to select their country while signing up.
Add phone number field:
If enabled, your customers are required to enter their phone number while signing up.
Title:
The title that's displayed above the registration form.
Title after success:
Modal that appears after successful registration.
Title after invalid:
Modal that appears after a failed registration attempt.
Of course, it's also possible to customize the layout of the form to your corporate style.
Show extra details:
If enabled, the fixed text below the button will be displayed on the form. The text is not customizable.
Third-party app installation:
It is possible to integrate third-party app installation code. For example, a Google Analytics code script.
DO NOT INCLUDE SCRIPT TAGS.
Ready-to-use codescript to embed registration form on your website.
Copy/paste the codescript into your websites broncode.
Sign them up manually.
If you already know your prospects credentials, it is also possible to create a subaccount for them without them having to regsiter themselves through the registration form.
First, navigate to 'subaccounts' (1) and select 'subaccount manager' (2).
Select 'add subaccount'. The following modal appears:
Package: Select if the subaccount is assigned to 1 package or no package.
Email: this is the only mandatory field. It is necessary to create a unique subaccount for a unique email address.
Password type: Select if the subaccount receives an autogenerated password by email or if you want to set up a password chosen by you or the subaccount.
Company name: if you already know the subaccounts company name, you can enter it here. Not required.
IN BOTH SITUATIONS IT IS RECOMMENDED TO CHECK THE SUBACCOUNT'S SPECIFIC SETTINGS.
How do you do that?
If you have manually created a subaccount or if they have signed themselves up through the registration form, the subaccount details and settings are situated at the subaccount manager. If you hit 'edit' you can check and arrange the subaccounts specific settings. It gives you the ability to arrange some more features that are not manageable through the earlier-mentioned approaches.
Navigate to subaccounts (1), click on subaccount manager (2) and hit 'edit' (3) to arrange all features of the specific subaccount.
PROFILE:
Language: select what the default language of the subaccount's dashboard is.
Timezone: select the subaccount's timezone. Vital feature if the subaccount is working with time limitations in their digital campaigns.
GENERAL:
Account status: you can manually select if the subaccount is considered a trial account or a paying customer.
Discount: Enter a number (1-100) in the window if you want to apply a discount percentage for that subaccount on any package they'll purchase.
FEATURES:
Domain name: Select which domain name the subaccount can display as their campaign url. Possible for all campaign types (coupons, vouchers, coupon directories)
Payment page: Select if a subaccount has access to the payment page to complete the purchase of their package.
If you have any questions along the road, do not hesitate to get in touch with us.
Registration form
Thanks to the registration form, people can sign themselves up as a (trial) subaccount on the platform that you're reselling. I'll walk you through the setup.
GENERAL SETTINGS:
First, open the 'subaccounts' (1) tab in the dashboard and go to 'registration from' (2). Then, at the general settings you can configure the following settings:
Use packages (3) :
If enabled, people can select their own package among the options you have created. Make sure you have enabled the 'visible for customers' features, otherwise it will not be possible. You also need to have at least to visible packages otherwise the customers will be automatically signed up for the only package you provide. The only package will not be displayed on the form as well.
Automated creation (4) :
If enabled, customers who signed up using the registration form are automatically approved. If disabled, you'll first need to approve their application before they can log in and test the features.
Expiration date for trial accounts (5) :
Select how long a trial period last before the trial account expires and becomes inactive. You can select 7 days, 14 days, 30 days or no expiration date.
FORM SETTINGS:
The form settings give the admin the ability to customize the form to your needs. Follow my lead for a detailed explanation on the setup.
Add country selector:
If enabled, your customers are required to select their country while signing up.
Add phone number field:
If enabled, your customers are required to enter their phone number while signing up.
Title:
The title that's displayed above the registration form.
Title after success:
Modal that appears after successful registration.
Title after invalid:
Modal that appears after a failed registration attempt.
Of course, it's also possible to customize the layout of the form to your corporate style.
Show extra details:
If enabled, the fixed text below the button will be displayed on the form. The text is not customizable.
Third-party app installation:
It is possible to integrate third-party app installation code. For example, a Google Analytics code script.
DO NOT INCLUDE SCRIPT TAGS.
Ready-to-use codescript to embed registration form on your website.
Copy/paste the codescript into your websites broncode.
Sign them up manually.
If you already know your prospects credentials, it is also possible to create a subaccount for them without them having to regsiter themselves through the registration form.
First, navigate to 'subaccounts' (1) and select 'subaccount manager' (2).
Select 'add subaccount'. The following modal appears:
Package: Select if the subaccount is assigned to 1 package or no package.
Email: this is the only mandatory field. It is necessary to create a unique subaccount for a unique email address.
Password type: Select if the subaccount receives an autogenerated password by email or if you want to set up a password chosen by you or the subaccount.
Company name: if you already know the subaccounts company name, you can enter it here. Not required.
IN BOTH SITUATIONS IT IS RECOMMENDED TO CHECK THE SUBACCOUNT'S SPECIFIC SETTINGS.
How do you do that?
If you have manually created a subaccount or if they have signed themselves up through the registration form, the subaccount details and settings are situated at the subaccount manager. If you hit 'edit' you can check and arrange the subaccounts specific settings. It gives you the ability to arrange some more features that are not manageable through the earlier-mentioned approaches.
Navigate to subaccounts (1), click on subaccount manager (2) and hit 'edit' (3) to arrange all features of the specific subaccount.
PROFILE:
Language: select what the default language of the subaccount's dashboard is.
Timezone: select the subaccount's timezone. Vital feature if the subaccount is working with time limitations in their digital campaigns.
GENERAL:
Account status: you can manually select if the subaccount is considered a trial account or a paying customer.
Discount: Enter a number (1-100) in the window if you want to apply a discount percentage for that subaccount on any package they'll purchase.
FEATURES:
Domain name: Select which domain name the subaccount can display as their campaign url. Possible for all campaign types (coupons, vouchers, coupon directories)
Payment page: Select if a subaccount has access to the payment page to complete the purchase of their package.
If you have any questions along the road, do not hesitate to get in touch with us.
Aktualisiert am: 27/01/2022
Danke!