Customer Account Management

Once you’ve added a customer to your account (or they’ve signed up via self-service onboarding), you’ll see them show up in the Customers section of your Platform instance.

This section contains basic information such as the last time they’ve logged in, whether they’ve connected their Email Service Provider, and how many newsletters they’ve sent.  You can also upgrade their plan to Weekly or downgrade it to Monthly at any time.

The key feature of this page is the Login As column at the far left: clicking the  icon gives you complete control of any client account.

You can configure their reminders.  Save articles, edit subject lines, introductions, and calls to action.  Connect their Email Service Provider. Add feeds to their account. You can even send their newsletters for them.

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