Agency Edition
How can I close a client's account?
You can also close a client's account entirely. This will remove them from the agency and close the client's Zoho Campaigns account. In the agency Module, navigate to the Manage Clients tab. Click More next to the necessary client and click Demap. ...When can I demap a client?
If your organization's relationship with a client is terminated, you can demap the client account. Before you demap a client, ensure heir organization has another user in the Standard Admin role to manage the account after it is demapped from the ...Can I remove my clients from the agency?
You can remove your clients from the agency by taking one of the following courses of action: Demap a client from your agency Close your client accountHow can I distribute my licenses to one or more clients?
You can change a client's subscription plan depending on their needs. You cannot add less than 500 subscribers or exceed the plan of your Parent org. In the Agency module, navigate to the Manage Clients tab. Click on the required client account. In ...Can I share data with my clients through the Agency module?
You can push templates to your Agency module to share the template with all clients within the agency or vice-versa. In the Agency console, navigate to the Manage Templates tab. Click Add Template. Create a template in Zoho Campaigns. Click the Push ...Can I add a user to a client account in the Agency module?
You can invite users from your client's company or your own company. Do this when you want to: Add a user from your organization to work with that client. Add a user from the client end so they can keep track of marketing activity. To add a new ...How can I add a client account to the Agency edition?
In the Agency console, navigate to the Manage Clients tab. Click Add New Client. Enter your client's organization name. Click the Create Org button. All your clients will be displayed in the Manage Clients tab. Click on a client's name to access the ...How can I access my Agency edition?
Only administrators of the parent organization and users added to the agency can access and perform actions within the Agency console. To access the console: Log in to your Zoho Campaigns account Select your profile from the top-right corner of the ...Can I access the Agency edition with my monthly subscription plan?
No, you must have a yearly subscription plan to create an Agency edition account.Can Zoho One or any bundle apps accounts access the Agency edition?
No, only standalone accounts can access the Agency edition.What is the Agency edition of Zoho Campaigns?
With the Agency edition of Zoho Campaigns, you can maintain and manage multiple client accounts from one central platform.
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