Postal's Account Picker for Marketing Agencies

Posted by Patricia DuChene on Jun 25, 2020 11:03:45 AM
Patricia DuChene
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As a marketing or sales professional, you may be familiar with the ability to manage one or multiple accounts within a platform of choice for your online communication.


However, for offline communication, it's a new concept for Admins to manage multiple accounts at a time.


When it comes to platforms having team management capabilities, this has been around for a while in CRMs and Sales Automation Platforms. Yet until recently, this has been a foreign concept when it comes to leveraging platforms that automate offline communication.


That's why we created the Account Picker tool within Postal's online-to-offline engagement platform.





With Postal's Account Picker, now you can switch between multiple accounts to manage team billing, team users, and content, all without having to sign-out repeatedly.


This tool is built for agencies and teams looking to separate their messaging and sending usage. For example think of a marketing team and a sales team within the same organization. Both teams may have a separate budget and saved messages they want to pick from. In this case, the Account Picker would be a great option for both teams to manage their spending and sending volume independently.


The Account Picker also helps agencies manage their customers. Consultants or agencies always aim to take a hands-on approach while maintaining transparency. Similarly, as an executive, you want to have the oversight to see into the performance of your sales and marketing teams.


Interested? Here's the basics of how this functionality works:


Simply log-in as the Administrator of Postal and from there go ahead and invite Users. You can also assign them to a team if you wish. Users can then toggle between accounts and teams once they've been added.


We recommend the Administrator of the account to set up a team's budgets and billing. Admins will still have full oversight of multiple teams or accounts and won't be restricted to solely one. 

Maintaining organization across the accounts you work with is imperative to your job. With the Account Picker, you now have the power to manage multiple accounts or teams, to ensure their offline communication is aligned seamlessly with your other channels.


Topics: Marketing Automation