Coupontools Agency Subaccount Provisioning and White-Label Handoff (Onboarding)

Coupontools Agency Subaccount Provisioning and White-Label Handoff (Onboarding)

1. 01

   Confirm the vendor plan tier against the client's campaign and interaction forecast before creating any subaccount.

   Agency Lite at 97 €/month covers 3 campaigns and 3,000 user interactions; Agency Pro raises the ceiling and supports up to 5 campaigns per client. If the client runs a single restaurant loyalty card with under 1,000 monthly redemptions, SMB Lite at 37 €/month is the correct starting point and the agency margin stays intact.

2. 02

   Create the client subaccount inside the agency workspace and assign it a name that matches the client's legal entity, not the campaign name.

   Subaccount naming matters because Agency Pro caps at 5 campaigns per client. A naming convention like 'ClientName - Region' prevents a second team member from provisioning a duplicate workspace when the client adds a second location.

3. 03

   Apply the full white-label setup so the client never sees Coupontools branding on any campaign surface.

   White-label configuration is included from Agency Lite upward. Set the custom domain, logo, and colour scheme at the subaccount level, then verify the redemption page renders under the agency's brand before the client sees a preview link.

4. 04

   Select the campaign format and build the first live campaign from a template.

   Nine ready-to-brand formats are available, including scratch cards, prize wheels, slot machines, and digital stamp cards. Pick the format that matches the client's redemption behaviour: stamp cards for repeat visits, scratch cards for one-off acquisition pushes.

5. 05

   Configure secure one-time-use validation rules and test the redemption path end to end.

   This is the platform's core differentiator and the step most likely to fail silently. Run at least three test redemptions on separate devices, confirm the second attempt on the same code is rejected, and document the result in the client handoff pack.

6. 06

   Connect the client's existing marketing stack through the native integrations.

   HubSpot, ActiveCampaign, Zapier, and Stripe are supported. Map the coupon redemption event to the client's CRM contact record so the agency can report on redemption-to-revenue rather than redemption count alone.

7. 07

   Set distribution channels and schedule the campaign launch.

   QR codes, SMS, email, WhatsApp, and social media are all available. For retail and restaurant clients, QR code plus SMS covers the majority of redemptions; add email only if the client already has a list above 2,000 contacts.

8. 08

   Hand the subaccount to the delivery team with a written usage ceiling and a monthly interaction check.

   Record the plan's interaction allowance (1,000 on SMB Lite, 2,000 on SMB Pro, 3,000 on Agency Lite) in the client's retainer file. An overage discovered mid-campaign forces an unplanned upgrade conversation, which is a retention risk the agency controls at onboarding.