Create an Account

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Use the steps in this topic to create and configure a new account in DirectorX:

See also: Edit an Existing Account and Delete an Existing Account

Tools Required

• DirectorX user account with access to the Account Manager panel.

Steps

1. Log In to DirectorX
2. Select Marketing.
3. Select Accounts.

1. Select Account Manager. The Accounts panel opens.

1. Select Add New. The Account dialog opens.

1. In Category, select the account type, for example, Pre-paid.
2. In Program, select the program, for example, $25 Gift Card.
3. Select Create. The dialog closes and the Edit your Account panel opens.

1. In Last Name, enter a last name for the account.
2. In First Name, enter a first name for the account.
3. Verify Active is selected.
4. Navigate to the Contact Details section.
5. Configure the contact information for the account.
6. Navigate to the Redemption section.
7. In Redemption, select the redemption identification method, for example, Barcode.
8. In Number, enter the corresponding identification code.
9. Navigate to the Category section.
10. Verify the settings are correct.
11. Navigate to the Frequency section.
12. Select Limit Use to configure the maximum number of uses per day, week, month, or year, if applicable for this account.
13. Navigate to the Expiration section
14. Select Enabled to configure an expiration date, if applicable for this account.
15. Navigate to the Schedule section.

1. Configure a Begin Time and End Time, along with Days Enabled, if applicable for this account.
2. Select Save. The changes are saved.

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