Sign up for an Agency account to invite new Salesmsg users and manage their account and texting communications through your Agency portal.
Getting Started
Contact our support team to start an Agency account. [email protected]. Once you're set-up, you'll be able to invite other clients to sign up for their Salesmsg accounts.
Inviting Clients to Your Agency Account
Log into your Account
Create a Client
Enter an admin's email address and select a Salesmsg subscription
They'll receive an invite to create their account and once the account has been created, the agency can then manage the admin settings, integrations, webhook triggers, and send texts on their behalf.
Assuming a client's account
To access one of your client's accounts from your Agency portal, locate the client account you wish to access and select Assume Client. You'll have access to:
Setting up their Integrations
Account Settings
2-way texting
Broadcasts
Billing
Stop Assuming a client's account
To exit your client accounts, simply click on Stop Assuming and you will be directed back to your Agency Portal.
Setting up client accounts
Follow the article collection below to set up a Salesmsg account with local phone numbers, add team members, set up Auto-Recharge, Integrations, and more.
Additionally, Salesmsg Agency Owners have the flexibility to select their clients desired subscription model and either pay for the client's accounts on their behalf or have their clients pay for Salesmsg themselves upon registration.
Frequently Asked Questions
Does Salesmsg offer White Label accounts?
Even though you can personalize your dashboard, White Labeling is not something we do at this time. One with Developer resources may be interested in the Salesmsg Public API.
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Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].