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How to Distribute Direct Mail Credits among Client Sub Accounts

Managing Agency Edition

At the Agency level, direct mail credits can be transferred and distributed across your client sub-accounts. 

  • From the UserName drop down menu, select Settings > Other > Distribute Credits.
  • Select which client account you want to transfer credits from. Note the current credit balances in the right column.
  • Choose the credit type and select the format you want to transfer.
  • Choose the credit amount or the number of credits you want to transfer.
  • Select the client account you want to transfer credits to.
  • Click 'Confirm'.
  • Review the updated credit balance.