Managing brand and campaign registrations for your customers

Each of your customers needs their own registration. Here's how we make that manageable at scale.

Written By Catherine Weir

Last updated About 3 hours ago

When you resell 365 Agents, each of your end customers needs their own brand and campaign registration. Here's how we make that manageable, even at scale.

What we need for each customer

  • Legal business name (as filed with the IRS)

  • EIN

  • Business address

  • Compliance point of contact email at that business

  • Description of intended use case(s)

  • Documentation of their opt-in collection method

Automation

Our partner API lets you submit all of this programmatically. Most partners embed the registration step into their own customer onboarding flow, so brand setup happens in the background while the customer is still configuring their account.

Bulk onboarding

Migrating many customers at once? We support bulk submission. Reach out to your partner success manager for the template.

What you can't do

  • Each customer must have their own brand. You cannot register a single brand to cover multiple customers.

  • Each customer must collect their own consent from their own recipients. Consent does not flow through you to them.