en:why_do_i_need_clients

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
en:why_do_i_need_clients [2020/02/07 11:10] – [Different customer] bken:why_do_i_need_clients [2025/02/27 09:17] (current) bk
Line 1: Line 1:
-====== Why do I need a principal? ======+====== Why do I need clients? ======
  
-The principal is the company commissioning the newsletter. In the simplest case, this corresponds to the client in which newsletter is dispatchedHowever, there are also more complex use cases that require additional principals+The client is the commissioner of a newsletter or another mailing. In the easiest case, this client is the same one as the client in which your newsletter is sent(You always see your delivery client on the top right side of your user interface.) But there can also be more complex connections. In this case, an additional client is needed
  
-Several principals come into play in the following cases: +Different clients come into play in these cases: 
  
 ===== Several newsletters ===== ===== Several newsletters =====
  
-You are dispatching several newsletters that you want to manage separately. The following reasons might apply:  +You send out several newsletters that you want to manage separately. Reasons for this may be:  
-  * separate processes for subscribing and unsubscribing +  * separate subscription and unsubscription procedure
   * a separate report is required   * a separate report is required
-  * different test mailing lists+  * different test delivery lists
   * separate billing    * separate billing 
  
-In this case, you can set up different customers – different departments of your company, for example – as principals under //Account > Client Management// via the button //Create new client//.  +In this case, you can set up different customersdifferent departments of your company, for exampleas principals under //Account > Client Management// via the button //Create new client//.  
  
 +===== Different customers =====
  
-===== Different customer =====+You are an agency and send advertising emails for different customers that should be managed separately. Reasons could be 
 +  * a separate evaluation is required 
 +  * different test distribution lists 
 +  * separate billing
  
-Use different clients when you send out newsletters for different customers and want to manage them separately. In this case, you can set up your customers as clients in the Account section in the same way as in the case above.+In this case, select your customer as the client in a campaign.
  
  
-===== Multiple clients =====+===== Create client =====
  
-Via the account settings button   {{:de:button_clientsettings.png?20|}} on the top right you can go to //Companies & Clients//. Then select the tab which also says //Companies & Clients//. You can now create a new client with the button on the bottom right. +Via the account settings button   {{:de:button_clientsettings.png?20|}} on the top rightyou can go to //Companies & Clients//. Then select the tab that also says //Companies & Clients//. You can now create a new client with the button on the bottom right. 
  
  
  
-{{tag>Campaign Client Statistic Newsletter E-Mail Principal}} +{{tag>clients customers statistics newsletter marketers }} 
  
  
en/why_do_i_need_clients.1581070203.txt.gz · Last modified: 2020/02/07 11:10 by bk