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White Label & Subaccounts
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
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. Keep in mind: Even the simplest campaign delivered by developers and creative agencies would start at a minimum of 1000 USD for a custom solution. Coupontools changes this opportunity dramatically by reducing the time and development cost
How to setup 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 p
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 su
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. 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/c30b09123b094800/c5dc301b-30c1-4a3a-b26b-1754bc
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.
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! You can only rebrand the platform if you have an active silver or gold license. First, log into your account press on 'white label' (1) then branding (2). Upload your logo. Pay close attention to the logo dimensions for th
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/8b118bb98e53a80/2b93e576-373d-48
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.
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 !
Prijs pakketen instellen voor je subaccounts
Het is mogelijk om voorgedefinieerde prijs pakketten, met verschillende opties, in te stellen. Het is zeer belangrijk dat je nadenkt over welke opties en toegangen je wilt geven, omdat je hierop je prijs gaat baseren. Ik toon je hoe het moet. Klik op 'subaccounts' (1) en selecteer 'packages' (2). Klik op de groene 'plus knop' (3) om je eerste pakket te maken. Het vens
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 manag
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.
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 'packages' (2). Hit the green 'plus sign' (3) to start creating your first package. !(https://storage.crisp.chat/users/helpdesk/website/88814e1232a57000/d8253282-06de-40
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! Keep in mind that you can only resell the platform if you have an active silver or gold license. Rebrand the platform First, let's ensure that if you're reselling the platform that there's no Coupontools connection visible anymore! Here'
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' !(https://storage.crisp.cha
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)
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. ONLY POSSIBLE IF PRICING PACKAGES ARE ALREADY CONFIGURED. 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
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 from' (2). Th
Manage white label settings
As an admin account, you have the possibility of showing an introduction page, content page and a contact page. 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). Introduction text