SJP Account Creation (Asia)

Follow this for an Asia SJP account creation.

Create Account

Account Settings

Adding Managed User & API User

Dedicated Unsubscribe Template

From Address & Unknown Mail Forward

Final Steps

Create Account

1

Open the spreadsheet
2

Login to account '[email protected]', and go to Admin.
3

Check whether the account that is listed on the Excel spreadsheet already exists by searching for the specified partner email address. If the account doesn't exist then follow the next steps, if the account does exist then go to the 'Account Settings' steps.
4

'Add new account' to bring up a form for the account details
5

Use the partner email address prefixed with dm. as the email address
6

Use the password provided in the spread sheet with a 1 at the end
7

Set First name and Last name as per spread sheet
8

Set Company Name to the name in the “alias” (e.g. if it says john.smith@ then set the Company name to John Smith. If it says smithwealthmanagement@ then set the Company name to Smith Wealth Management).
9

Click 'Create Account'.

1

Click the 'Edit' pencil for the newly created account to go to the account Overview screen
2

Select 'Professional' under the 'Account Level' drop-down
3

Check the 'Full Account', 'Account Validated', and 'One Unsubscribe Page' check boxes
4

Press save.

1

Login to the Account
2

Go to the Settings Menu > Account > Account Settings
3

Tick the "Include attachments in forwarded replies" check box that is under the 'Features' heading
4

Save.

1

Whilst logged in to the newly created account, go to the Settings Menu > Users > 'New User'
2

Enter the partner email address provided on the spreadsheet
3

Tick the 'Reporter', and 'Reporting drill down - sub accounts' check boxes
4

Press 'Save'.

The partner email address that you input will then be sent a managed user invitation email. You should see 'Invite Sent' in the banner.

1

Whilst still on the 'Users' page, click on the 'API Users' tab > 'New User' button
2

Input the same password as before (the corresponding password on the spreadsheet with a 1 at the end).
3

Paste the API user email address back into the spread sheet under the 'API Username' column.

1

Whilst still logged into the account, change your URL to https://www.sjpebriefings.co.uk/Campaigns/publictemplatesettings.aspx
2

Insert the full code from the ‘Dedicated Unsubscribe Template.txt’ file (above) into the ‘Dedicated unsubscribe template (Will override the generic one)’ text box on this page
3

Save.

1

Once saved the account will immediately start using the new custom unsubscribe page. A way to check that you have completed this step correctly would be to Preview one of the Campaigns within the account > click on the Unsubscribe link. You would then see the Unsubscribe page looking as such:

1

Go back to 'Admin'
2

Click the edit pencil for the newly created account > go to the 'Utilities' tab
3

Go to the From Addresses Tab
4

'Purchase New Address'
5

Tick the 'Domain is delegated' checkbox
6

Input the 'Alias' specified on the spreadsheet
7

Input the domain as 'sjpebriefings', and the TLD as '.asia'
8

Click 'Setup address'.

The newly created Email will now show with Status of 'pending'.

1

Click the edit pencil icon next to the domain
2

Set the 'Unknown mail forward' to that of the Managed User you have just added
3

Set the 'Local email part' to the corresponding alias listed under the 'Alias' column in the spreadsheet – you may need to log out of being Paul Golledge and log in as yourself to do so.
4

Save.
5

Repeat for the second CFA listed.

The newly created Email will show as pending from 4 to 48 hours.

1

Wait a reasonable period of time (between 4 and 48 hours) to go back and check, until the newly created Email shows as 'Active'
2

Once 'Active', click the radio button to 'Set default' this Email.

1

Update the Excel spreadsheet with details of all the steps you have complete
2

Save, and send the updated spreadsheet back to SiteSet within the initial ticket raised for this request.