en:why_do_i_need_clients

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Why do I need a principal?

The principal is the company commissioning the newsletter. In the simplest case, this corresponds to the client in which a newsletter is dispatched. However, there are also more complex use cases that require additional principals.

Several principals come into play in the following cases:

Several newsletters

You are dispatching several newsletters that you want to manage separately. The following reasons might apply:

  • separate processes for subscribing and unsubscribing
  • a separate report is required
  • different test mailing lists
  • 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.

Different customer

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.

Multiple clients

Via the account settings button 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.

en/why_do_i_need_clients.1581070203.txt.gz · Last modified: 2020/02/07 11:10 by bk