1. Add multiple clients
   
2. Manage different accounts using the Agency module
   
3. Share templates among various client accounts
   
4. Distribute campaign licenses among clients based on their requirements

Note: Only administrators of the parent org can access and perform actions in the Agency module.

 How to  access the Agency edition:

1. Log in to your Zoho Campaigns account.
   
2. Click on your profile in the top-right corner of the screen.
   
   
3. Click Switch to Agency Edition.
   

 The Agency edition dashboard 

1. Click Upgrade in the top right corner to change or upgrade your pricing plan.
   
2. Click on your profile and click Go To Parent to be redirected to the parent Campaign account.
   
3. Click on Go To Accounts to view your Zoho account.

 How to add a new client to the Agency edition:

1. In the Agency module, navigate to the Manage Clients tab.
   
2. Click Add New Client.
   
3. Enter your client's organization name. Click the Create Org button.
   
   
   

 What is the client detailed view?

 How to add a new user to a client account: 

1. Add a user from your agency to work with that client
   
2. Add a user from the client end so they can keep track of marketing activities.
   

 To add a new user:

1. In the Agency module, navigate to the Manage Clients tab.
   
2. Click on the required client account.
   
3. Navigate to the Organization Users section and click Add Users.
   
4. Enter the organization details (name, address, and industry). Click Update.
   
5. Add the user's email address, name, and role. Click Add.
   
   
6. An invitation will be sent to the user. Once they accept, they will be added.
   

Note: You can also add a user from the client's Zoho Campaigns account.

How to  change a client's plan: 

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.

1.  In the Agency module, navigate to the Manage Clients tab.
2. Click on the required client account.
   
3. In the detailed client view, click Change Plan under the Subscription section.
   
4. Enter the new plan and click Change plan. 
   

                              OR 

1. In the Agency module, navigate to the Manage Clients tab.
   
2. Click More next to the parent org and click Share License.
   
3. In the popup, enter the new plan and click Change Plan.  

How to  push a template  to the agency:

1. In the Agency module, navigate to the Manage Templates tab.
   
2. Click Add Template.
   
3. Create a template in Zoho Campaigns.
   
4. Click the Push Template icon in the template thumbnail. Your template will be pushed to the Agency module.
   

 

You can delete the template in the Manage Templates tab by clicking the More button. Then, click Delete and confirm in the next popup.

How to  push a template to a client: 

You can push templates under the Manage Content tab to other clients. 

1. In the Agency module, navigate to the Manage Templates tab.
   
2. Click on the necessary template.
   
3. In the detailed view page, click Push Template.
   
4. Select the required clients.
   
5. Click Push.
   
   

 How to demap a client account:

1.  In the Agency module, navigate to the Manage Clients tab.
2. Click More icon besides the necessary client and click Demap.
   
3. Choose the Demap option.
   
4. Click Proceed and confirm.
   

Demapped clients are listed as Inactive Clients in the Dashboard.

 How to close a client account:

1. In the agency Module, navigate to the Manage Clients tab.
   
2. Click More next to the necessary client and click Demap.
   
3. Choose the Close Account option.
   
4. Click Proceed and confirm.