How to have an agency manage your Bing Ads account

How to have an agency manage your Bing Ads account

Note

New! Agencies can now manage insertion orders on behalf of their clients who are billed by monthly invoice, regardless of whether the client or the agency pays the bills.

Find out how to have an agency manage your accounts, including creating ads, managing keyword bids, and setting budgets.

When an agency manages your account, you give them permission to perform all campaign management tasks, including creating ads, managing keyword bids, and setting budgets.

The process for having an agency manage your account looks like this:

  • You and your agency develop a working relationship outside of Bing Ads, which can include signing a contract that specifies the details of the relationship.
  • You give the agency your Bing Ads account number.
  • Through Bing Ads, your agency sends you a request to manage your account.
  • You accept the request, and the agency begins managing your account. You can still sign in at any time and view or edit your account and campaigns.

We strongly recommend that you or the agency create a separate account for you through the Bing Ads sign up process and then have the agency send you a request to link to your account. If the agency creates an account for you under their customer name, your account will not be able to be unlinked from that agency if you choose to manage the account yourself or have another agency manage it. In that case, you'll have to recreate your account.

Working with agencies FAQ

How do I accept an agency request?expando image

When an agency requests permission to manage your Bing Ads account, you will receive an email from Bing Ads. You have 30 days to accept or decline the request in Bing Ads. After 30 days, the request will be declined automatically.

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. Click the Requests tab, and then click the request.
  3. On the Account Linking Request page, click Accept request or Decline request.
Who pays for your account charges?expando image

Often, the agency takes over as the "bill-to customer" on your account. This means that the agency will pay for all advertising costs in Bing Ads, and then bill you later. If you prefer, you can continue to pay all advertising costs directly to Bing Ads, even if your agency is doing the day-to-day campaign management. Just let the agency know which you prefer before they send you the request.

If the agency takes over responsibility for paying account charges, it can take up to 2 hours for us to link the account after you agree to the request. During this time, no one will be able to make changes to the account, ads will be ineligible to run, and the account will have an error indicating it is "processing."

Keep in mind that if you have a monthly invoiced account that is managed by an agency, they can create, edit, approve, and cancel insertion orders even if you are the bill-to customer.

The agency is going to pay the bills, but I have a balance in my account. What happens to the balance?expando image

If the agency pays the account charges and you have a prepay account with a balance, we will refund your balance to your original payment method. If for some reason that refund fails, we will send you a check or wire transfer, depending on the country of your account. Please keep in mind that checks can take up to 5 weeks for you to receive. For more informations, see About credits and refunds.

How do I find an agency?expando image

If you want to find an agency to manage your Bing Ads account, you can check out our directory of Bing Ads accredited professionals.

How do I stop an agency from managing my account?expando image

If you want to stop an agency from managing your account in Bing Ads, ask the agency to unlink from your account. If it's not possible to contact the agency, then Contact Support. If you unlink from an agency, there will be a period of time (up to 3 hours) where you will not be able to make changes to your account.

Where can I find my account number?expando image
The account number is different than the customer ID or account ID. Account numbers are an eight-digit mix of numbers and letters. To find your account number:
  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. Do one of the following:
    If you have one account, the account number is shown on the Accounts tab in the Account section.
    If you have more than one account, see the Account number column in the table.

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