Effective client management and growth reporting is an important part of managing a succesful agency. With IGBlade.Pro this cannot be any simpler.

In the previous post you have set your client dashboard up, now you will set up their login credentials and automatic reports.

Step 0.
You’ll need to set up the email address from which the reports will be sent out automatically. Do this under Customization->Mailing

Mailing-settings

Since IGBlade.Pro uses Amazon as its mailing service you will get a confirmation email from Amazon with a link in it. In your email inbox clicking the link in the mail should confirm the address as yours.

Step 1: Setting up Clients

Head to the Clients tab to add your first client. You will be sending thier login credentials and reports from this screen.

Screenshot-2019-02-18-at-12.36.04

Your clients will be able to view the stats of their assigned accounts. You can also schedule reports for them here. more on this further down.

IMPORTANT: To assign an Instagram account to a client it first has to be added to your Accounts dashboard

Step 2: Sending Password setup mails or Login Links

Your clients can access your site in two ways: 1. Using a username and password, 2. using a Login Link.

We recommend using login link since it’s simpler and less cumbersome for your clients.

To send out login links: Select the checkbox in front of your clients’ name, click actions (on top) and "Send login link".
If you’ve set up and verified your sender email address under Customization->Mailing you should get a "Login link sent" message.
Once they clicked the link they can access the site directly as their device will be remembered. Read more about login links here

The Login link email: (the link redirects directly to their dashboard):
Screenshot-2019-02-18-at-14.44.55

To send out password setup mails: select the checkbox in front of your clients’ name, click actions (on top) and "Send password reset".
If you’ve set up and verified your sender email address under Customization->Mailing you should get a "password reset email sent" message.

Pass setup mail:

04-Pass-reset-mail-screen

The link in the mail will redirect to a password setup screen:

05-Pass-setup-screen

Step 3: Setting up automated reports

To automate reports to your clients select Manage and click the boxes next to the reports you want to send out

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The daily report is a shorter more concise version of the more detailed weekly/monthly reports. The logo displayed on these reports can be uploaded under Customization->Branding->Report logo.

Reports:

06-Reports-screen

All reports will be enclosed in a email with a custom logo and signature. The logo can be uploaded under Site->Branding->Mail Logo while the signature can be customized under Site->Mailing->Mail name

Report enclosing email:

07-Enclosing-mail-Screen

Daily/weekly/monthly reports will be sent out at the end of each period.
Learn how to track accounts and set up alarms in our next post->