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White Label & Subaccounts
Get to know everything about your white label account and sub accounts
How do I create a subaccount?
To create a sub account, go to 'Subaccount manager' under 'White label' on your dashboard Click on the button ' + Add subaccount ' Set up the Username, Email and Company name and click on 'Proceed' Af
How do I create templates and how do I set this up for my subaccounts?
To create a template, you will first have to create a coupon and completely design it the way you want it to be. After you have finished designing your coupon, save it as a template. Here is an article that shows you how to do it: https://help.coupontools.com/en/article/how-do-i-save-my-coupon-as-a-template-17ggess/ To let your subaccounts create coupons from your templates go to the subaccount manager und
How do I move an existing coupon to my subaccount?
To move an existing coupon to one of your coupons, go to the coupons overview on your dashboard. There you click on the button 'Actions' on one of the coupons you want to assign to your subbacount If you have clicked on it a dropdown will showup underneath 'actions' asking you what you want to do with it. click on the option 'Move' Note: you already need to have the subaccount created before you take thi
Can a subaccount edit and make a coupon?
Yes, that's possible! Just make sure that 'Add campaign' and 'Update campaign' are enabled under 'Edit account restrictions' otherwise they cannot edit/add coupons.
Can I use a single sign on (SSO) for subaccounts?
Yes, with our API you are able to generate subaccounts + setup single sign on to login into the subaccounts from other platforms. API manual: https://www.coupontools.com/en/api-and-webhooks&action=single_sign_on Login to your account to retrieve your API keys. (integrations -> API)
How many subaccounts can I set up?
You can create as many subaccounts as you want. There are no restrictions on the amount of subaccounts.
Can I create subaccounts through the API?
Yes, with the API you are able to create subaccounts. This allows you to automatically generate subaccounts inside Coupontools. API manual: https://www.coupontools.com/en/api-and-webhooks&action=subaccount_create Login into your account and surf to "Integrations" -> API to retrieve your API keys.
Can I set up a payment page for my subaccounts?
Yes, that's possible! Head to Payment settings under White label on your Coupontools dashboard. On the Payment settings page you will see that you can use one of our payment methods !(https://storage.crisp.chat/users/helpdesk/website/4c4cc617dc0a0c00/ima
How to set up a white label registration form
If you're planning on reselling our services white labeled, you can display a registration form on your website to gather trials. Follow my lead. In the dashboard, navigate to white label (1) -> Registration form (2) Now it's time to create your white label registration form. i'll walk you through the relevant settings and features. SETTINGS Settings: If enabled, registered users automaticall
Where can I check a subaccount's payment status and last logins?
Follow my lead to check the subaccounts' payment status and last login schedule. Subaccount's payment status Navigate to the subaccountmanager. First press on 'White label' and next on the subaccountmanager (1). You'll see an overview as in the screenshot below. In the first column, you'll see the 'Status' (2) This mentions the payment status. It is either 'Customer' or 'Trial account'. A customer is a paid user. !(https://storage.crisp.chat/users/helpdesk/website/4c4cc617dc0a0c00/subac
How can subaccounts publish coupons in the admin's coupon directory
How can a subaccount publish coupons in the admin’s coupon directory. THE SUBACCOUNT PART Open your subaccount manager and press edit Press edit restrictions then enable review manager Once enabled, log in as your subaccount !(https://storage.crisp.chat/users/helpdesk/website/4c
Can I display white labeled instruction videos to my subaccounts?
Yes, it is possible to display guiding instruction videos to your subaccounts. If you do so, the videos will appear in the yellow zone at the top of the coupon or voucher builder. Follow my lead to enable the instruction videos for your subaccounts. How to enable the instruction videos for subaccounts First, navigate to white label (1) and next, subaccountmanager (2). Press on 'edit' (3). !(https://storage.crisp.chat/users/helpdesk/website/4c4cc617dc0a0c00/subaccountaccesvids_2zd342.png
How to setup specific integrations for subaccounts?
How to set up specific integrations for subaccounts? Example: you are using subaccounts for your clients and you want to only give them access to a few specific integrations. Create a subaccount Go to "edit subaccount" There are 2 possibilities to adjust your subaccount: Account restrictions Here you can adjust the visible menu buttons for your subaccounts. You can set up very specific
How to resell Coupontools? Can you advice me some reseller revenue models?
Due to the Covid-19 lockdown, the demand for Digital Coupons and Vouchers is growing even faster. So the best time to start your coupon business / strategy is now. But where to start? What to charge your clients? Let these examples be a guidance for you.