SharpSpring Agency Partners have the option to provide both the full Marketing Automation solution, as well as an Email Service Provider (ESP) offering known as Mail+. Mail+ is a great tool to get customers who are new to Marketing Automation, to fully understand the value of such a tool and get these customers on an upgrade path to full SharpSpring.
In this article, let's walk through setting up a customer on the Mail+ product.
Setting up Clients on Mail+
Step One: Head into your Agency instance of SharpSpring. In the upper right hand corner, click on the grey silhouette and then navigate into our settings section.
Step Two: On the left hand navigation under the heading Agency Tools, click Manage Clients.
Step Three: Here you will see a listing of your current clients. Under the client's name, you will see a section entitled 'Product' that specifies what offering a client is using.
Step Four: To add a new client, start by clicking the Options button and select Add Client. It's here where we distinguish the product offering. Choose between SharpSpring Marketing Automation (full SharpSpring), or SharpSpring Mail+. After making your selection, fill out the General Information and Address, then click Create New Client.
Note, after you create the client, it may take a minute or so for the client to appear in your instance.
Once the client account appears in your dashboard, you can manage it just as you manage a traditional SharpSpring account. Mail+ accounts are billed based on total number of Contacts in the system, for more information on Contact Plan pricing, you can submit a ticket to the 'General' group using the Get Support feature in SharpSpring.