Digital Marketing
Meet the specific needs
of your marketing agency
Just 9 straightforward steps separate you from optimizing your agency’s workflows. Let us help you boost efficiency in the fastest way possible for you.
Onboarding
Onboarding is designed for your initial familiarization with the platform. Create basic customizations in the process by setting up currency, product, pricing plan and price.
With AI Onboarding, making initial settings is even easier! Our artificial assistant will help you configure the right settings and answer your questions about them.
Setting up Payment Gateway
Connecting payment gateways is your key to markets of interest. Enable one, several or all of the gateways presented and securely receive payments from all over the world.
Connect each gateway in a matter of minutes with the detailed instructions in the Guide.
Optimize payments across multiple gateways by adding your customers’ Currencies and setting up smart Routing.
Branding customization
Marketing agencies know better than anyone that in order to engage customers, you need to build a lasting connection with your brand. And Rainex provides you with the tools to do just that.
Head over to the Branding tab where you can customize your business’s identifying marks. The Guide will walk you through this step in a matter of minutes.
Branding will ensure that Invoices, Notifications, and customer accounts in Customer Portal are matching your website and product.
No matter how many brands you have, set them all up in the system and enjoy the flexibility of management.
Notification settings
Set up quality communication with customers in the Email settings.
Connect SMTP servers to send customer notifications directly from you.
Set up triggers to send emails and even customize each individual email. Switch languages, enable the emails you want and customize the template as you need, localizing your messages to customers around the world.
The Guide will help you understand the details of customizing each notification element.
NOTE!
Don’t underestimate the importance of these customizations. Without them, Rainex will not be able to send invoices, reminders, and other messages to your customers.
Keep up-to-date on all customer actions during their lifecycles without having to constantly track changes in the system. Event Notifications take care of your complete awareness.
Configuring additional services
Unlock cross-sale opportunities by expanding your customer offerings with recurring and one-time services.
Addons are recurring products or services that complement plans in customer subscriptions on a regular basis. The Guide will help you customize addons that perfectly complement your plans.
Charges refer to one-time items, allowing you to successfully sell services or products that your agency’s customers don’t have a need for on an ongoing basis. The Guide will help you customize them as well.
Don’t forget to set prices, just like you did for the plan in onboarding!
Customer and Auto Payment Activation
Enter customer details including basic identification and billing details required to generate the invoice. If you encounter difficulties, use the Guide.
If you already have a customer base, you can import the data by following the guidelines provided in the Guide.
Autopay is a surefire way to reduce involuntary churn. Enable autopay when you create a customer, or when you edit the entered data.
The rules require customers to enter their own data and confirm the connection of a payment method to activate autopayment. Give them this opportunity by clicking in the customer’s card Request payment method, selecting the gateway and sending the link in any convenient way.
Just a couple of simple actions in Rainex will provide you with a stable cash flow!
Put system scalability as customers grow to the test with a unique AI-powered prospecting and engagement tool! GetLeads will provide you with the most relevant leads.
Book a demo and discover the tool that will boost your prospects relevance up to 98%.
Subscription for the customer
All the items are ready and you can move on to creating a subscription for the customer. This is a simple and logically structured process.
- Define who and what you are selling to. The components of a subscription are the plan, addons, and charges.
By the way, discount customization is available here – one of your agency’s promotional tools.
- Customize when and under what conditions payment for your services will be made.
- Choose how the subscription will be activated by the customer.
From these simple steps you can get many different types of subscriptions. You will find detailed information with explanations about each item in the Guide.
One-time Payment
Subscription is not always the best option for both your agency and customer. For example, in the case of an initial onboarding payment. This is where Single Payments come to the rescue!
The basis for single payments are charges – one-time services from your agency.
Run automatic invoice generation and sending, as well as withdrawals for a customer with an auto-payment by selecting who you’re selling for and what one-time service you’re selling. Make it even easier with our Guide.
Generate immediate revenue with Rainex.
Customer Portal creation
A customer account self-management platform integrated with the point of sale is a dream come true from Rainex.
Leverage your strong, memorable branding in the Portal by creating an appropriate subdomain and branding. Strengthen the trust of customers using the Customer Portal by making sure they see your Custom Domain.
Define the products to be reflected in the Portal. Related plans, addons and charges will be offered to customers for purchase. Don’t forget to arrange the items in the most advantageous way after saving the Portal using the Sorting!
Select the language and customer capabilities in account management.
Once saved, you can add your custom payment links and agreements for the Portal.
Check out our Guide and make customizing the Portal for yourself as convenient as it will be to use it for your customers.
Place a link to the Portal in your resources and change your customer management forever.
Every action the customers take in their accounts is instantly synchronized with your Rainex account, keeping your control second to none.
Further enhance your control over customer sessions in the Portal with Single Sign-on! Your backend and Rainex APIs can increase efficiency and convenience.
Expand your marketing agency’s global reach with Rainex!
If you need help, schedule a meeting and our experts will be happy to assist you.
