Getting started as an agency with Bing Ads

Getting started as an agency with Bing Ads

Interested in becoming an agency with Bing Ads so that you can manage your client's accounts? Read about our recommended process, which will help make this a seamless experience for you and your client.
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.

Do you currently manage or plan to manage other people's Bing Ads accounts? If the answer is "yes," then consider becoming a Bing Ads agency and linking to your client's account. This recommended process will help make this a seamless experience for you and your client.

The agency-client process

Once you and your client develop an agreement, which might include signing a contract, the recommended process for managing a client's account in Bing Ads looks like this:

You become a Bing Ads agency Agency
Down arrow
The client signs up for Bing Ads Edit
Down arrow
In Bing Ads, you send the client a request Mail
Down arrow
The client accepts the request Link
Down arrow
You start managing their account Check

When a client accepts your request to manage their account, you gain the necessary permissions to perform all campaign management tasks, including setting budgets, creating ads, and updating keyword bids. The client will still have access to view and edit their campaigns. The responsibility for paying the bills (the bill-to customer) can belong to you or can remain with the client.

Become a Bing Ads agency

Once you become an agency, you cannot switch back to a non-agency status, so make sure you want to make this change.

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. On the Accounts tab, click Become An Agency.
  3. Read the information on becoming an agency, and click Become An Agency.

Request permission to manage a client's account

Before you send the request to your client, there are a few things you should know:

  • You will need the client's account number. For instructions on helping the client find their account number, see How to have an agency manage your Bing Ads account.
  • If you elect to pay the bills:
    • You assume responsibility for all of the account's advertising charges, including any charges that are in progress when the client approves your linking request.
    • You will need to have a valid payment method before you send the request.
    • There will be a short period of time (up to 2 hours) where the account is "processing" while we settle the client’s bill and transition to your payment method. During this transition period, no one can make changes to the account and ads are not eligible to run.
    • If you are trying to fund a prepay account and your client is in a country with tax requirements, we might be required to deduct tax from the prepay amount. Here are tax requirements for each country.

To request permission to manage a client's account:

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. Click Link to client.
  3. On the Link to a client's account page, enter the client account number.
    The client's account number is an eight-digit mix of numbers and letters.
  4. Enter the Start date, which is the date you want to start managing the client's account.
    Even if you select Immediately, you cannot start managing the account until the client approves the request.
  5. Select Who pays
    This is the bill-to customer and can be either the agency or the client.
  6. If you select Agency, select How you pay (prepay, postpay threshold, or monthly invoice) and What you pay with (your payment method).
    You won't see the monthly invoice option if you haven't previously set up a monthly invoice account.
  7. Enter your contact info.
  8. Click Send request.

We'll send an email to the client, notifying them of the request. The client has 30 days to accept the request. After 30 days, the request is automatically declined.

For information on the linking process from the client's side, see How to have an agency manage your Bing Ads account.

How do I stop managing a client's account?expando image
If you no longer want to manage a client's account, you need to unlink from them.
  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. On the Accounts tab, select the client's account.
  3. Click Unlink to client.
Do I need a separate account for each client?expando image

Yes. If you manage accounts for multiple clients, each client needs to sign up for their own account first. Then, you send a request to each client. Keep in mind that in Bing Ads, you sign up as a customer and can have multiple accounts. For more info on how Bing Ads is structured, see How should I organize my accounts and campaigns?

Can all of the clients be managed under one user name?expando image

Yes. If you have access to the client's account, you can sign in with your user name and manage all your clients' accounts. To learn about the different user roles, see How do I give someone access to my Bing Ads account?

Is there a limit to the number of accounts I can fund per credit card?expando image

Currently, we have a five-account limit per credit card.

Can an agency manage another agency?expando image

No. If someone you are trying to manage has already become an agency in Bing Ads, then you will not be able to send them a request to manage their account.

Can I link to a client who is being managed by another agency?expando image

No. Before you can link to the client, they must first ask the other agency to unlink their account. If the client is having problems doing this, please ask them to contact support.

Can I create an account for my client?expando image

Although you can create an account for a client, we recommend that you follow the process described in this article of linking to and unlinking from a client's account. This process does require the client to set up the account, but it gives them more flexibility and control if they choose to end the relationship later on.

See more videos...