ActiveCampaign has acquired Onesend to empower franchises, multi-location brands, and resellers! Learn more here!
Get control over your partner portal like you never thought possible!
10X more insight
100X more power
Connect using your Agency API
Then connect each of your account's API
By combining your agency API and each Account's API, Portal Companion can collect and display incredibly rich and powerful data.
Viewing this data in Portal Companion will give you insight like you have never seen before.
By syncing that data into your Primary ActiveCampaign account, you will have power like you have never had before!
You will be able to intercept issues before they become a problem and know which clients need more guidance and education and who are ready to take on more of ActiveCampaign's advanced features
Key metrics that you can leverage in the Portal Companion
Contact Limit %
See a much better view of your accounts contact limit with 5 indicators of usage
Plan Type
Easily see and sort which accounts are on Lite, Plus, Pro or Enterprise
Plan Tier
Easily see and sort accounts based on their contact tier/cap
Plan Term
Quickly see and sort accounts based on monthly or annual plans
Marketing Revenue
See a 30 day rolling total of marketing revenue per account
Average Open Rate
See a 30 day rolling average open rate per account
Average Click Rate
See a 30 day rolling average click rate per account
Billing Due Date
Get better control of your finances by seeing when AC will bill your accounts
Active Automations
Make sure your clients are winning with Automations
Conversations
Know who has Conversations enabled. Upsell to those who have it disabled
Total Users
See the total users in each account. Offer help if they have just 1
Trial vs Sandbox
Quickly and easily distinguish the difference between trial and sandbox accounts
Keep in touch with your clients using automations through your own ActiveCampaign account
Every 24 hours, we send all account data to your primary ActiveCampaign account so you can create automations and send alerts directly to your clients.
Alert your clients when they are approaching their tier/cap, or reward them for reaching marketing revenue goals.
Finally, you can leverage the power of automations based on your client account data!
Pre-built Automations to Kickstart your use of Portal Companion
We have pre-built automations for you to add to your primary ActiveCampaign account so you can quickly get started using the rich and powerful data that synchronises from Partner Companion. You can use these out of the box or tailor them to suit your business.
Plan Alert %
A notification is sent to the client when their account reaches 90% of their plan
Open rate 10-%
Receive a notification when a clients 30 day average open rate dips below 10%
30+% open rate badge
Send a reward to a client when their 30 day average rises above 30%
Revenue $100K+
Send a reward to your client when their 30 day Marketing Revenue totals above $100,000
40% contacts long term
Receive a notification if your client's active contact count is less than 40% over 3 months
X emails sent this month badge
Send a reward to your client when their 30 day email sending totals above 100,000
0 emails sent alert
Receive a notification if your client's email send count remains on 0 for more than 60 days
Upgraded plan education/training.
Send your client educational emails on new features when they upgrade their Plan
Enhanced features for enhanced performance
Metrics are great, but there's other stuff too to help power your agency
Lightning Fast Loading
Waiting is stressful! Portal Companion loads 20 times faster than the standard Portal
Unlimited Users
Your team needs access to the portal too! Give each of them their own login
Advanced Sorting/Filtering
Quickly and easily find the accounts you're looking for
Sync all Data to your
Primary AC Account
Trigger messages and notifications on any data point from your accounts
Export to CSV
Sometimes you need to see your data in Excel, and when you do, there's a button for that!
Amazing UI/UX
Even if we say so ourselves.
A great UI/UX should be standard in any platform
Enforced 2FA
Keep your portal access secure. We enforce 2FA because security is critical
SCALABLE
BILLING/INVOICING
This is coming! It needs to happen so we're making it happen.
Automate Billing/Invoicing
The #1 challenge with the Partner Portal
Billing and Invoice is the #1 scaling issue with the current Partner Portal, so we are hitting that HEAD ON!
We're building an automated and scalable billing solution that will give you the freedom to scale!
"This is SUPER cool and exciting...Great idea...
I think it's a no-brainer. Giving limited access to my team will also be a freaking awesome feature! Cheers and thank you for the opportunity. STOKED!"
Luis Xavier, Founder of Sales Studios
"I’m, so happy with you guys, you’re making my day!
I saw a new change in the dashboard! The separate option to see the trials and sandbox account is great! I love it! Love the changes, love the way we work together, and I’m impressed of the speed you accept and implement my ideas."
Jan Everts, Founder of janeverts.com
"Aaron and I were both commenting again today how nice the dashboard is. You guys definitely deserve AC to get behind this!"
Giles Magee, Co-Founder of Zephi
"The Partner Companion is a game changer. We were struggling a bit with managing our reseller accounts due to some key features we needed in the user interface. But the Portal Companion makes it so easy to manage all our accounts in one centralised place. As a long-time ActiveCampaign partner, reselling accounts is now possible again!"
Tim Preston, Founder of VYBRNT
Portal Companion is powered by:
