Agency Edition

Agency Edition

Generally, a marketing firm uses separate accounts to handle the marketing requirements of each of their clients. However, multiple accounts are tedious to manage, and they can be expensive.
 
Zoho Campaigns provides a way to manage multiple clients from a single account using the Agency model. Create a separate Zoho Campaigns account for each client, and manage them all from your own account. Using the Agency model, you can:
  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.
    profile icon
  3. Click Switch to Agency Edition.

 The Agency edition dashboard 

In the Dashboard, you can see your total number of clients, active and inactive clients, subscription details, shared templates, sent campaigns, recent campaigns, and more. 
  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.
    invite new client

 All your clients will be displayed under the Manage Accounts tab. Click on any client to see the detailed view.

 What is the client detailed view?

 Here, you can see information like subscription details, recent campaigns, a contact summary, organization users, and email authentication details.

 How to add a new user to a client account: 

You can invite users from your client's company or your own company. Do this in order to:
  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.
    add new user
  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.
    share license
  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.
    share license
  3. In the popup, enter the new plan and click Change Plan.  

How to  push a template  to the agency:

You can add templates to your Agency module to share the template with all clients within your organization. 
  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.
 push template icon
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.
    push templates popup

 How to demap a client account:

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 agency.
  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.
    demap option
  4. Click Proceed and confirm.
Demapped clients are listed as Inactive Clients in the Dashboard.

 How to close a client 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. 
  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.

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                                                                                    • Related Articles

                                                                                    • 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.
                                                                                    • 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 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 ...
                                                                                    • 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 ...
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