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VPA Connect

New agency setup checklist

Updated 1 min read

Once your agency is registered (see Register your agency), work through these steps before you send your first campaign. The first four are for an Admin or the Director; anyone at the agency can do the rest.

  1. Start your subscription. On your account page, check the Plan panel shows an active plan or free trial. Without one, staff can prepare drafts but can't send them to sellers. See Subscription and billing.
  2. Check your agency profile and upload your logo. Your sellers see the logo on their payment page. See Agency profile and logo.
  3. Invite your team. Add each agent, and make anyone who will manage staff or billing an Admin. See Invite staff and change roles.
  4. Decide who releases supplier payments. Turn on Accounts for the staff who should pay suppliers, and check nobody else has it. See Roles and permissions.
  5. Add your suppliers. Invite the contractors you use, find others in the VPA directory, and set up in-house suppliers for services your agency provides itself. See Add a supplier.
  6. Save a campaign template for the package you use most, so each new campaign starts with the right items. See Campaign templates.
  7. Send your first campaign. See Create and send a campaign.

Suppliers can only be paid once they've finished their Stripe setup, so invite them early.