Administration guide for Leadpro247 Email Marketing Automation for partners, resellers and marketing service providers. Includes sub-account setup, email campaign templates copying, quota management, and administration reports.

1. LeadPro247
Email Marketing Automation Solution
Administration Overview
For Partners
Revised: July 2009

2. LeadPro247 Administration
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
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3. LeadPro247 Administration
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.
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4. LeadPro247 Administration
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.
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5. LeadPro247 Administration
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.
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6. LeadPro247 Administration
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.
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7. LeadPro247 Administration
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.
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8. LeadPro247 Administration
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
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