Frequently Asked Questions
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How can I let my clients view their reports?
By creating a username and password for your clients and then checking the option "View reports on any campaigns sent,
" you will allow them the ability to access their reports.
To set this up, click on Clients
at the top left of your screen. Then follow these steps:
- Locate the name of the client and select the Edit icon on the right.
- Under Client Access, you will find the "View reports on any campaigns sent" item in the list of features.
- Make any other necessary changes to the client's account, such as resetting the password.
Your client will log in at the same account URL that you do. (For example: something.instamailing.com or your own custom domain.)
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