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.
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|
|The client signs up for Bing Ads|
|In Bing Ads, you send the client a request|
|The client accepts the request|
|You start managing their account|
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.
Once you become an agency, you cannot switch back to a non-agency status, so make sure you want to make this change.
Before you send the request to your client, there are a few things you should know:
To request permission to manage a client's account:
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.
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?
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?
Currently, we have a five-account limit per credit card.
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.
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.
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.