AcelleMail Client Tenant Provisioning (Onboarding)

AcelleMail Client Tenant Provisioning (Onboarding)

1. 01

   Log in to the AcelleMail admin panel and navigate to the 'Customers' section.

   From the left sidebar, select 'Customers' to access the multi-tenant management area. This is where you create and manage client accounts.

2. 02

   Click 'Create Customer' and fill in the client's details, including name, email, and password.

   Set a temporary password that the client can change after first login. Ensure the email is correct for sending login credentials.

3. 03

   Assign a subscription plan to the new customer from the 'Subscription Plans' dropdown.

   Choose a plan that matches the client's needs, such as the 'Local Email Starter' at $299/mo. This activates the billing integration with Stripe or PayPal.

4. 04

   Configure the client's sending domain under 'Sending Domains' within the customer's profile.

   Add the client's domain and follow the SPF and DKIM authentication steps provided by AcelleMail. This is critical for deliverability.

5. 05

   Set up the client's SMTP or API integration in 'Sending Servers'.

   Select Amazon SES, SendGrid, Mailgun, or a custom SMTP provider. Enter the credentials and test the connection to ensure emails can be sent.

6. 06

   Customize the client's white-label branding in 'Mail Lists' > 'List Settings' > 'Branding'.

   Upload the client's logo, set brand colors, and adjust the sender information to match their identity. This ensures the platform appears as their own.

7. 07

   Create a default email template using the drag-and-drop builder in 'Templates'.

   Build a reusable newsletter and promotional template, then save them to the client's template library for future campaigns.

8. 08

   Send a test campaign to verify the setup.

   Create a simple campaign, send it to a test list, and check delivery, tracking, and unsubscribe links. Confirm the client receives it without issues.