Partner Portal: Best Practices

💡 Why This Matters

The Reseller Partner Portal gives you powerful control over lines, sub-accounts, billing, and analytics. These best practices help you:

• Keep billing clean and predictable

• Avoid surprises with line usage or status

• Make reporting and client conversations easier

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1️⃣ Lines & Line Status Best Practices

1. Keep an eye on line status regularly

• Check your Lines / Status overview at least weekly

• Look for any lines marked Flagged, Move Requested, or Delete Requested

• Resolve issues early to avoid service interruptions

2. Use lines intentionally

• Request new lines based on actual use cases (campaigns, teams, or clients)

• Retire lines that are no longer in use instead of leaving them idle

• Avoid “test” lines lingering in production sub-accounts

3. Handle flagged lines quickly

• If a line is Flagged, review:

  • Recent messaging behavior

  • Volume and content patterns

• Pause or adjust sending while you work with your contact or Support to resolve it

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2️⃣ Sub-Accounts & Organization Best Practices

1. Use clear naming conventions

• Use a consistent pattern, such as:

  • Client Name – Sales

  • Client Name – Recruiting

  • Client Name – Outbound

• This makes billing and analytics much easier to read.

2. Keep “Available” lines under control

• Newly provisioned or unassigned lines appear in the Available pool

• As you assign them to sub-accounts, the pool should gradually clear

• Try not to leave lines unassigned long term—it makes billing and reporting less clear

3. One client or major use case per sub-account

• Avoid mixing multiple unrelated clients in a single sub-account

• This helps when:

  • Reviewing Analytics per client

  • Sharing costs externally

  • Debugging issues for a specific group

4. Plan before merging or deleting sub-accounts

• Before requesting a merge:

  • Confirm which sub-account should be the “primary”

  • Make sure all stakeholders agree on consolidation

• Before requesting a deletion:

  • Confirm there are no active lines or live campaigns in that sub-account

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3️⃣ Billing, Invoices & Credits Best Practices

1. Check your Billing Summary once per cycle

• Review:

  • Current Billing Cycle totals

  • New Charges

  • Any Outstanding Charges

• Catch card failures or unusual jumps in usage early.

2. Use Billing History as your audit trail

• When a question comes up about charges:

  • Open Billing History

  • Drill into the invoice for that period

  • Use the invoice details view to see per sub-account breakdowns

3. Monitor Upcoming Invoice before your billing date

• Use Upcoming Invoice as a preview:

  • Confirm seat/line counts look right

  • Confirm discounts you expect are visible

  • Adjust lines or sub-accounts ahead of billing if needed

4. Understand your credit balance

• If you see a credit balance, remember:

  • Credits reduce future invoices automatically

  • They may come from adjustments, refunds, or prior changes

• If you expect a refund instead of a credit, coordinate that with your Linq contact before the next cycle.

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4️⃣ Analytics & Optimization Best Practices

1. Use Analytics to spot trends—not just totals

• Look at:

  • Total Messages over time → shows volume growth/decline

  • Response Rate → shows engagement quality

  • New vs Responded Conversations → shows if outbound is landing

2. Compare sub-accounts

• Identify:

  • High-performing sub-accounts → replicate their messaging patterns

  • Low-performing sub-accounts → review scripts, timing, or targeting

3. Watch volume limits

• If you see messages hitting volume limits:

  • Review sending patterns (too bursty, too aggressive, or too cold)

  • Adjust cadence to keep sending healthy over time

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5️⃣ Account, Payment Methods & Access Best Practices

1. Keep payment methods up to date

• Ensure your default payment method is:

  • Valid

  • Not close to expiration

• Update expiring cards before your billing date to avoid interruptions.

2. Review “My Status” periodically

• Confirm:

  • Line/seat count matches your expectations

  • Pricing structure (standard vs tiered) still makes sense for your volume

  • Credit balance (if any) is understood and accounted for

3. Control who has access

• Only grant portal access to trusted team members

• Align roles with responsibilities (billing vs operations vs reporting)

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6️⃣ When to Contact Support

Reach out to Support if:

• You see unexpected charges or line behavior

• A line remains Flagged after you’ve adjusted usage

• Your invoice or upcoming invoice doesn’t match your expected seat/line count

• You’re planning a large re-org of sub-accounts or lines and want guidance

Support can help interpret billing & analytics, and make sure your account structure matches how you actually work.