Skip to main content
Customers, the businesses that buy your leads, can get into Juiced a few ways. They register themselves from your portal, you create the account and invite them, or they buy through a checkout page. This guide covers each path and how to tune the experience. For everything on the customer record, see Customers.

​
Prerequisites

  • The Admin or Customer Support role. Both can create customers and send invites.
  • An idea of how customers should arrive. Self-serve suits marketing-driven signups, while creating accounts yourself suits hand-sold deals and migrations.

​
Self-serve registration

Anyone with your portal link can create an account. You just need to share it. Registration lives at /app/register on your Juiced subdomain, or on your custom domain once you have one, for example https://leads.yourcompany.com/app/register.
Add UTM parameters to see which campaigns drive signups, for example ?utm_source=google&utm_campaign=spring-launch. The customer’s overview shows the full URL and each parameter under Registration Tracking.

​
2. Customize the registration page

Click the gear in the rail and choose Registration & Login under Application. Save with the floating save bar. See Registration & Login for the full page, and Branding for the logo and colors customers see.

​
3. What the customer does

Customers create their login, verify their email, and then fill in Set up your business with their business name, billing email, phone, and address (United States, Canada, or Australia). They land on their dashboard, ready to add funds. Signing up and logging in covers their side step by step.
Registration is always open. If you want invite-only access, don’t publish the registration link.

​
Create the customer yourself

Use this for hand-sold accounts, migrations, or test accounts.

​
1. Create the customer

Click Customers in the sidebar, then New customer.
New customer form with Basic Info, Address, Toggles, and Auto Recharge sectionsNew customer form with Basic Info, Address, Toggles, and Auto Recharge sections
  1. In Basic Info, enter the Name, Business Email, and Phone.
  2. In Address, the street address, city, state, and ZIP are required. Country can be the United States, Canada, or Australia.
  3. Under Toggles, Can Access Bidding starts off for customers you create. Turn it on if they should place their own bids.
  4. Bidding Limits (only if you’ve turned on account-level limits) holds optional caps and budgets. See Budgets and caps.
  5. Auto Recharge is optional. See Managing customer finances.
  6. Click Create customer.

​
2. Invite their team

A customer you create has no users yet, and Juiced doesn’t email anyone when you create one. Nobody can log in until you invite them.
  1. Open the customer’s Users tab and click Invite user.
  2. Enter the person’s Email and send it.
They get an email with a link to accept the invitation and create their login. People you invite join the customer as customer admins.
Customer Users tab listing users and pending invites with email, authentication method, and joined date, and an Invite user buttonCustomer Users tab listing users and pending invites with email, authentication method, and joined date, and an Invite user button

​
Add someone to an existing customer

To add a teammate to an account that already exists, use the same Users tab. Click Invite user, enter their email, and send. If the email already belongs to someone on that customer, or already has an invite waiting, Juiced tells you instead of sending a duplicate. Pending invites show in the list with two actions.
  • Resend invite sends the email again, for example when it landed in spam
  • Revoke invite cancels it, so the link stops working

​
Checkout pages

If Juiced has enabled checkout pages for your account, a prospect can buy a credit package or subscription from a public page and get a customer account in the same step. Affiliate signups show up under Registration Tracking on the customer’s overview.
Finding buyers is the one part Juiced can’t do for you. Trade notes on where to find them in That Agency Group, our free Skool community, or work on it directly with our sales team in the Hybrid Agency Mastermind.

​
What happens next

However a customer arrives, keep these in mind.
  • Funding starts at zero. They add funds from their portal, or you can Add funds from the customer’s More actions menu. See Managing customer finances.
  • Bidding access (Can Access Bidding) starts off for every new customer, however they arrive. Turn it on from the customer’s Edit page. To grant it automatically, set Minimum deposit for auto-access under Settings → Bidding, and customers get access once they deposit that much.
  • Notifications (emails and texts) go to the customer’s contacts. Check who’s set up on the customer’s Contacts tab. Customers can add their own under Notifications → Contacts in the portal.
  • For Tracking, check Registration Tracking on the customer’s overview to see which link or campaign they came from.