Whether you're a new partner or looking to refine your process, this video tutorial will walk you through the necessary steps to get started.
By the end of this video, you’ll be able to efficiently access your Partner Space and set up a new client account with ease ensuring you are equipped to offer seamless and secure signature management to your clients.
The Sigilium Partner Space provides a centralized dashboard where you can manage all aspects of your partnership, including:
Easily create, manage, and maintain client accounts, ensuring your clients have access to the features and support they need.
Tailor email signature templates to align with your clients' branding guidelines, ensuring consistency across their organizations.
Gain insights into signature usage, deployment status, and compliance with detailed reporting tools.
Work efficiently with your clients, providing them with the necessary tools to update, maintain, and monitor email signatures across their teams.
Now that we understand the benefits, let’s dive into the process of connecting to your Sigilium Partner Space and creating your first client account.
To begin, you need to access the Sigilium Partner Space using your partner credentials.
1. Visit the Sigilium Partner Portal: Go to the official Sigilium Partner Portal page at Partner Portal URL you have received by email.
2. Enter Your Partner Credentials: Use the email and password provided when you signed up as a partner to log into the portal.
3. Dashboard Overview: Upon successful login, you will be directed to your Partner Space dashboard.
Here, you will see an overview of your account, including options to manage your profile, access resources, and navigate to client management tools.
Creating a client account in the Sigilium Partner Space is a straightforward process.
Follow these steps to set up your first client:
1. Enter Client Information: You will be prompted to fill in basic client information, such as:
Company Name: The name of your client’s company.
Client Email Address: A mandatory primary contact email for the client (typically an admin or IT representative).
Client Address: Optionally, you may need to enter the client’s physical address or location.
2. Select Subscription Plan : Depending on the services you are offering, you will be asked to select the appropriate subscription plan for your client.
Sigilium provides various tiers based on the size and needs of the client, from small businesses to enterprise-level solutions.
3. Set Permissions and Roles: Determine what level of access the client should have within their account.
You can assign roles such as Company Admin, Organization's Admin, or User, based on the client's needs and your service agreement.
Company Admin roles usually allow full access to template management, while Organization Admins may have limited permissions.
4. Choose Signature Template : If applicable, select an initial email signature template for the client or upload their custom template.
You can always modify or create new templates later, but this initial step provides a foundation for your client’s signature configuration.
5. Set Up Integrations : Depending on the client’s needs, you may want to integrate Sigilium with their email system (e.g., Microsoft 365, Google Workspace).
Provide the necessary credentials or access for integration setup.
Sigilium's platform supports various integrations, allowing you to sync email signatures automatically across your client’s email systems.
6. Review and Confirm : After filling in all the necessary details, review the information you’ve entered and confirm the creation of the client account.
Once confirmed, the system will generate the client account, and the client will receive an activation email with login credentials and further instructions.
Once your client account is created, you can begin customizing the email signature settings and templates. Here are some key tasks you may want to complete:
1. Personalize Signature Templates : Use Sigilium’s template editor to customize the email signature templates according to the client’s branding guidelines. This includes adjusting logos, fonts, colors, and social media links.
2. Deploy Signatures : Once the template is ready, deploy the signature across your client’s organization. Sigilium allows you to push the signature updates directly to your client’s email system, ensuring consistent usage across teams.
3. Set Compliance Rules : Configure rules to ensure that all signatures comply with your client’s legal and branding requirements. This can include automatic disclaimers, data privacy notices, or specific formatting rules.
4. Monitor and Optimize : Use Sigilium’s reporting features to track the status of email signature deployment. You can monitor which users have updated their signatures, and view analytics on signature performance, ensuring everything is functioning smoothly.
After setting up the client account and configuring the email signature templates, it’s important to offer ongoing support and maintenance.
Sigilium’s platform makes it easy to manage multiple client accounts, ensuring that you can provide excellent service and quickly address any changes or issues.
Client Training : Provide training to your client’s teams, explaining how they can update and manage their own email signatures within the platform.
Regular Audits : Periodically audit your client’s email signatures to ensure compliance with branding guidelines and legal requirements.
Scalability : As your client grows, you can easily scale their usage within Sigilium, adding more users, updating templates, or adjusting subscription plans as needed.
Connecting to your Sigilium Partner Space and creating your first client account is the first step in providing comprehensive and professional email signature management solutions to your clients.
With a user-friendly interface and a variety of customization options, Sigilium makes it easy to manage email signatures across organizations, while ensuring consistency and compliance.
By following the steps outlined in this guide, you’ll be able to set up your clients with fully integrated, branded email signatures and provide them with the ongoing support needed to optimize their email communication.
Whether you’re managing one client or multiple, Sigilium offers the tools you need to deliver a seamless experience.
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