A better way to manage your marketing clients

Transcription

1 A better way to manage your marketing clients

2 When you need help Expert support is all part of the Instiller service and before you get started it s a great time to let you know exactly how it works. We support you and you support your clients. Whenever you have questions, issues or you re after some advice then all you need to do is help@instiller.co.uk. It s that simple, and you can usually expect a response within 20 minutes or less. The help pages within the solution offer a really useful resource and are packed with lots of information about features and how to set things up. There s also a really handy keyword search that makes it so much easier when searching for answers and you re not sure of the correct term or even the question. Instiller support is all done using but if there s ever a real emergency that cannot be dealt with in that way then feel free to call Your agency team Client A Client B Client C

3 Setup & manage your team Support for an unlimited number of team members means you have the flexibility to control how you like to work best. We think the best approach is to create an Agency Login for each of the people in your team. When you create an Agency Login that person is automatically granted permissions to do things like: Your agency team All team members are created as Agency Logins White-label and customise your solution Set-up and manage Client accounts Provide secure access to clients View activity across all Client accounts Access billing information </> Unlimited Client accounts Neatly organise projects and provide secure login access It s important for us to keep you and your team up to date with all that s new with Instiller and we do that by sending out regular update s. Client A Client B Client C Keep a lookout in your inbox for those s so that you can stay ahead of your clients when it comes to discovering everything there is to know about new features and updates. Director Designer Director Designer Director Role-based permissions allow you to control individuals access to features and content Designer

4 Easy client management Set-up an unlimited number of client accounts to neatly organise projects and secure people s access to reporting and content. All users login to one control panel and your team can easily access and switch between accounts without having to keep track of the username and password for each. Individually customise Organising and customising the way you work using multiple accounts helps to make the management of lists, templates and sender reputation much easier for your team and your clients. Use client accounts to organise projects by business, department, region, brand or any other way that works for you best. Logo Logo & colours Features & settings Secure client access

5 Managing sender reputation Use custom domains to help ISPs identify senders independently and to reduce the risk of deliverability issues across all of your clients. The best practice approach is to avoid reputation sharing by using custom sending and click domains for each of your clients. Instiller automatically monitors custom domains and reports any issues through the Reputation Monitor feature with the control panel. Identify yourself Sending domain & IP address Content looks good Inbox Real-time reporting makes it quick and easy to fix broken DNS records way before they turn into deliverability issues. authentication plays a big part in terms of sender reputation and to help, we ve written a guide so simple that even your Grandma could understand it. Bounced or rejected ISP doesn't want the Probably Spam Junk Simplified to show only a few important delivery considerations

6 Developer info The Instiller API provides developers with almost limitless possibilities to completely customise marketing projects. Extend the capabilities of Instiller by integrating with CRM solutions, web metrics and social media or completely customise the way you work using the RESTful API. Manage Lists Billing Reports Client Management The API provides administrative control for creating logins, client accounts and configuring solution settings plus there s the ability to provide each Client account with secure access to control campaign management features. Create Clients API Create Logins For designers that want to get creative with conditional content in templates, take a look at our Template Language. - API Documentation Custom Sending Domains Campaign Reports - Status Page - Standard Integrations Auto Responders