email marketing administration guide for partners

LeadPro247 Email Marketing Automation Solution

Revised: July 2009

Administration Overview For Partners

LeadPro247 Administration

© 2007-2009 Anagha Group www.LeadPro247.Com of 8

Introduction

LeadPro247 (www.LeadPro247.Com) is a fully web based online marketing application

provided as an On-Demand Subscription Service to the customers. LeadPro247 is an

excellent Email Marketing Automation tool for increasing the marketing ROI. It is also

integrated with Online Surveys and Internet Lead Tracking and Management

modules. The application is feature rich, simple to use and flexible enough for small,

medium or large organizations.

The email marketing system is used by a number of Marketing Service Providers,

Advertising Agencies and Lead Managers for providing services to their clients. Examples

of end customers include insurance agents, mortgage brokers, load officers, builders, and

lead buyers.

LeadPro Partners can administer their tenants’ (clients or sub-accounts) operations by

logging into their Control Account (also referred as Partner Account) using the following

link.

http://Go.LeadPro247.Com

This document has been prepared to address the LeadPro247 Administration requirements

for Partners / Resellers.

Partners can perform the following account administration functions in LeadPro247.

These options are listed under the Account Management menu of the Setup module.

• Establish New Tenants (as their sub-accounts)

• Update Sub-Account Profiles

• Configure Tenant Settings

• Copy Email List Definitions (Optional)

• Copy Email Templates (Optional)

• Copy Email Campaigns (Optional)

• Perform Email Quota Management

• View Email Campaign Schedules

• Administration Reports

In addition to the Account Setup and Administration functions, Partner Account

Administrators can also perform the day-to-day operations on behalf of their sub-account



clients. This can be done either by logging into the individual sub-accounts or through the

partner administrator account.

Setting up New Sub-Accounts

New client accounts can be setup using the following menu option:

Setup �� Account Management �� New Tenant

Before starting the new account setup, the administrator should have the basic information

required in hand. The information includes the name and contact information for the

client, billing procedures to be followed, and login / password to be established.

The following screenshot shows the basic information to be provided while setting up a

new tenant as sub-account.

If the setting “Is this a Direct Billable Account” is selected as “Yes”, then LeadPro

system will bill and process payment directly using LeadPro Merchant Account. If this

flag is set as “No”, then the Partner has the option to process payment via the Partner’s

Payment Gateway. Even the Payment Process can be turned off, so that the partner can bill

the end client packaged along with other services.



In the Subscription Status dropdown, “Active” option is selected to activate the account.

Payment Plan is always left as “Monthly”. Appn. Package and Edition will be selected as

required. Subscription (monthly) Start Date and End Date will be automatically set by the

system.

Maximum number of emails to be allowed for a month will be entered in “Max Emails”

input box. The Threshold Count entered should be about 5% of the max emails count.

Overage Rate (per thousand) can be entered as agreed. The Subscription Rate and Overage

rates can be left as blanks, if payment need not be processed via LeadPro.

Updating Sub-Account Tenant Configuration

When a new sub-account tenant is created, the LeadPro system will assign certain default

settings to those accounts. Existing sub-account configuration settings can be updated by

the partners using the following menu option:

Setup �� Account Management �� Tenant Configuration

The following screen shows the configuration settings view. When the program is

launched, the Partner Settings are shown by default. To view / modify the settings for the

sub-accounts, use the “Tenant” dropdown and select the account.



Defining Lists using Copy List Definition Feature

Once the sub-account is established, one or more Lists have to be defined for the new

account. A List is a holder for adding email address records. A new list can be manually

created using Lists �� List Definition option.

If required List(s) have been defined already in the partner account or one of the sub-

accounts, then the List Definition can be copied to the new client.

List Definitions for the new sub-account can be copied from existing List Definitions

using the following menu option:

Setup �� Account Management �� Copy List Definition

Please note that when a Email List Definition is copied, only the List Definition

Settings are copied. Sign-up Forms, Email Addresses in the list and Drip Email

settings and associations will NOT be copied.

One or more List Definitions can be copied in one go by selecting the Lists using the

check boxes. The List names can be modified for the target. If the List name is not

modified, the target List(s) will be created with the same name. List description will be the

same as the List name in the target location. If you have one or more sub-accounts, these

accounts will be listed in the From and To drop downs.



Defining Email Templates using Copy Email Templates Feature

Once the sub-account is established, email templates can be defined for the new account.

A new Email Template can be manually created using Setup �� Email Templates option.

LeadPro comes with an in-built HTML editor to design HTML templates.

If required Email Templates have been defined already in the partner account or one of the

sub-accounts, then the Email Templates can be copied to the new client.

Email Templates can be copied from existing Email Templates using the following menu

option:

Setup �� Account Management �� Copy Email Templates

One or more email templates can be copied in one step by selecting the templates using

the check boxes.

Caution should be exercised while copying Email Templates since URL links and

contents will be copied as it is without any change. After copying the email content

templates, the URLs and other personalization requirements have to be verified and

modified as required.

Defining Email Campaigns using Copy Campaigns Feature

Once the sub-account is established, email campaigns can be defined for the new account.

Email Campaigns can be created using Campaigns �� Manage Campaigns option.

LeadPro comes with an in-built HTML editor to design HTML and / or Text based email

campaigns.

If required Campaign Contents have been defined already in the partner account or one of

the sub-accounts, then the Campaigns can be copied to the new client.

Email Campaigns can be copied from existing Campaigns using the following menu

option:

Setup �� Account Management �� Copy Campaigns

Note that the Drip Email Association to Lists, if any, will not be copied. Caution

should be exercised while copying Email Campaign settings since URL links and

contents will be copied as it is without any change.



Sub-Account Quota Management

Partner Account Administrators can manage the email volume quota for their sub-

accounts. This option is available via the following option:

Setup �� Account Management �� Quota Management

Quota Management module helps to transfer volume credits to / from their sub-accounts.

Note that the billing / statement cycles of the tenants’ sub-accounts and the partner’s

control will be different, as the system closes the statement based on each ones sign-up /

creation date. The following screenshot shows the quota management function. Required

volume credits can be entered and transferred to the required sub-account listed in the

destination dropdown.

Sub-Account Termination

Control Account Administrators can Cancel or Deactivate the sub-accounts. This option

is available via the Setup �� Account Management �� Tenant Status Update menu.

Email Reports Configuration

The email marketing automation system provides weekly and monthly summaries of

operations via email to the sub-accounts. Partner Account Administrators can turn on or

turn off these emails using the option Setup �� Account Management �� Email Reports

Config.



Admin Reports

Partner / Control Account Administrators have access to the following reports to manage

their sub-accounts.

View Profile: This report, available under Setup �� Account Management menu, helps

to view the profile of sub-accounts associated with the respective partner.

View Tenants or Sub-Accounts: This report, available under Setup �� Account

Management menu, helps to view the details of sub-accounts associated with the

respective partner.

View Account Usage: This report, available under Setup �� Account Management

menu, helps to view the details of account usage by sub-account tenants associated with

the respective partner.

View Billing: This report, available as Setup �� Account Management � View Billing,

helps to view the billing details of sub-accounts associated with the partner.

Campaign Schedule Monitor: This report, available as Setup �� Schedule Monitor

menu, helps to view the details of email campaigns scheduled in the control account as

well as the sub-accounts. Please note that this report will reflect only the ad-hoc

campaigns; it will not show drip email campaigns, as drip campaigns are on going.

Sub-Account Operations

The sub-account users can access the application by logging into the LeadPro system via

the following URL:

http://Go.LeadPro247.Com

However, the Partner Account Administrators can perform operations on behalf of the

sub-account by logging into their own admin / control / partner accounts (instead of

logging into individual sub-accounts).

Once the administrator logs in to the control account, there will be a drop down list (on the

top-right corner of the home page) showing on the sub-accounts. Any sub-account can be

selected from this list, and the respective sub-account operations can be performed.

Contact Information

Phone: (877) 9-LEADPRO | Intl: (248) 327 4333 | Help: Support @ AnaghaGroup.Com

email marketing administration guide for partners

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