• 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, you can set this up when creatiSome readers

• How do I create a subaccount?

  To create a sub account, go to 'Subaccount manager' under 'Subaccounts' on your dashboard Click on the button ' + Add subaccount ' A pop-up will open. Set up the Company name, Email, Password type and Package name and click on 'Proceed' (https://storage.crisp.chSome readers

• Set up pricing packages for your subaccounts

  It is possible to set up predefined pricing packages with different features included. It is very important that you think through what features and accesses you include because this is where your pricing will be based on. Follow my lead to learn more about the setup. First, press on 'subaccounts' (1) and then select 'payment settings' (2). Then, click 'create packages' (3). Hit the green +-button toFew readers

• 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 youFew readers

• 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.Few readers

• 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.Few readers

• Configure payment settings for packages

  If you have setup your pricing packages, you can start configuring your payment settings. Keep in mind that it is only possible to pay with Stripe at the moment. The setup: Navigate to your payment settings in your dashboard. Click on 'subaccounts' (1) , 'payment settings' (2) and finally on 'connect with Stripe' (3). You are redirected to your Stripe Payment zone. Sign in if you already have an account. Create one ifFew readers

• 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=singlesignon Login to your account to retrieve your API keys. (integrations -API)Few readers

• 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=subaccountcreate Login into your account and surf to "Integrations" -API to retrieve your API keys.Few readers

• How to whitelabel/rebrand the Coupontools platform

  Before reselling under your branding, white labeling the platform is necessary to hide the Coupontools connection. Let's see how it's done! First, log into your account press on 'white label' (1) then branding (2). Upload your logo. Pay close attention to the logo dimensions for the optimal result. Max fFew readers

• 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/imagFew readers

• Manage white label settings

  As an admin account, you have the possibility of showing extra information for your subaccounts. It's also possible to add third-party app installations. Follow my lead for the setup. Those settings are not necessary but I'd highly recommend configuring those settings. Navigate to 'white label' (1) and press on 'settings' (2). Content page The content page will be visible as a buttoFew readers

• Set up a discount for a package for your subaccounts

  If you configured the packages and payment settings, you can also set up discounts for your subaccounts. Follow my lead to create your first discount coupon. Open your trial account and select 'coupons' (1) in your products tab. Enter a name for your package (2) and provide an ID (3). ID is meant for API purposes. Now select if the discount is a fixed amount or a percentage. I have selected percentage (4) and entered 20% as the discount value (5). Next, select if it's applied to a specific pacFew readers

• 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. GENERAL SETTINGS: First, open the 'subaccounts' (1) tab in the dashboard and go to 'registration form' (2). Then, at the generFew readers

• How can subaccounts publish coupons in the admin's coupon directory?

  1. SETUP REVIEW MANAGER Make sure the Review manager is enabled for your subaccounts a. In the price packages it applies to: b. In the features of the specific subaccount: 2. THE SUBACCOUNT Once the subaccount has created a new campaign, they can add it to the review manager through the Launch page iFew readers

• Setup guide: What do you need to take care of before you start reselling

  If you're reading this article, you are considering reselling the Coupontools software under your own branding! Great! You'll definitely enjoy it! I'll describe you step-by-step what you need to take care of so that being ready to start reselling! 1. Rebrand the platform First, let's ensure that if you're reselling the platform that there's no Coupontools connection visible anymore! HereFew readers

• 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 subaccounts (1) and next, subaccountmanager (2). Press on 'edit' (3). NFew readers

• How to offer white label Zapier to your subaccounts

  You can give your subaccounts the option to use Zapier. Just like the rest of the platform, you can white label this so your subaccounts don't see any link to Coupontools. You can enable this setting in the price packages for your subaccounts under 'Launch & Integrations': You can find the same setting in the details of your subaccount via the subaccount manager: (https://storage.crispFew readers

• 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 specificFew readers

• How to resell Coupontools? Can you advice me some reseller revenue models?

  We can only give you examples of how other resellers are reselling our services. The exact amount which your client should pay is something you have to decide for yourself. It depends on your country, client type, aSome readers