Frequently Asked Questions

Frequently Asked Questions

What if I have more than one project?

Right now, Agency accounts can only support one active project. This is important because it keeps data separated between your agency’s core setup and each client account.

If you have multiple projects in your account at the time of activation, you'll be asked to:

  • Review existing projects

  • Delete any extra ones

  • Proceed with agency activation on the remaining project

This limitation protects the privacy of each client and ensures clean license distribution amongst your own account and your clients'.You’ll need to delete projects so you’re left with just one. We’ll walk you through this during setup.

Can I reassign quotas after setting up a client?

Yes, you can adjust quotas anytime as long as you stay within your overall license limits.

What happens if a client runs out of visitor quota?

Their experiments will pause until more licenses are allocated.

Is each client’s data kept separate from ours?

Absolutely. Each client gets their own Org ID and PageSense instance. Their data, users, and experiments are completely siloed from your agency’s.

How does license management work for agencies in Zoho PageSense?

As an agency, you purchase visitor licenses in bulk, giving you full control over how they’re distributed between your own projects and your clients—no need to manage separate subscriptions.

Why is Zoho PageSense for Agencies only available for Standalone PageSense Accounts?  

Right now, the Agency Module is available only to customers using Zoho PageSense as a standalone product. This ensures:

  • Smooth quota allocation and billing

  • Better isolation between agency and client data

  • Cleaner license management

We’re working on supporting bundled accounts in a future release.

What are the restrictions for the Agency Manager?

  • Agency Managers cannot purchase or upgrade overall agency licenses, or manage billing: Only Admins have financial privileges.

  • Agency Managers’ scope is limited to the clients they create/manage: They do not have global agency privileges.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG


                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Pricing plans and payment

                                                                                                                              How much do PageSense plans cost? The pricing for PageSense starts at just $16 per month. We offer three different plans that you can choose from based on your business needs: Analyze, Engage, and Optimize.  The Analyze Edition is the basic PageSense ...
                                                                                                                            • Data privacy and security

                                                                                                                              Is my data safe?​ We go to every length to keep your data safe and secure. Our facilities feature stringent 24/7/365 security with video monitoring, biometric access, and advanced fire, flood, and theft monitoring systems. Our network security system ...
                                                                                                                            • Code snippet installation

                                                                                                                              1. Will adding the code snippet affect my page load time? Adding an asynchronous code snippet won't affect your page load time. However, installing our synchronous code or using Google Tag Manager to install either of our code snippets might affect ...
                                                                                                                            • Spaces, projects, and experiments

                                                                                                                              1. What's the difference between a Project and a Space? In PageSense's hierarchy, Space ranks the highest, followed by Project and Experiment. Every user has one Space they can invite multiple users to. A Project can contain any number of experiments ...
                                                                                                                            • A/B and Split URL test

                                                                                                                              1. Why does the original version load very briefly before the variation? This "flicker" happens if you have installed the asynchronous code snippet on your page. To avoid this, install the synchronous code snippet on your page. Doing so might have a ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources