Managing your clients as an agency with Bing Ads

Managing your clients 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.

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:

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

When clients accept your request to manage their account, you become a managing customer on the account. You gain the necessary permissions to perform all campaign management tasks on behalf of your client, 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.

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 your 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 on file before you send the request.
    • If you are trying to fund a prepay account and your client is in a country/region with tax requirements, we might be required to deduct tax from the prepay amount. Here are tax requirements for each country/region.

To request permission to manage a client's account:

  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. Click the Requests tab.
  3. Click Link to account.
  4. Under Linking detail, enter the Account number.
    The account number is an 8-digit mix of numbers and letters.
  5. Enter the Start date, which is the date you want to start managing the account.
    Even if you select Immediately, you cannot start managing the account until the account owner approves the request.
  6. Add an optional Note, which you can use as a helpful memo to the account owner.
  7. Click Send request if you don't wish to take over billing.
    Otherwise, select I will take over billing for this account. Provide your payment details in the remaining section, and then click Send request.

We'll send an email to account owner (as well as any other managing customers), notifying them of the request. The owner 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
  1. Click the gear icon gear icon, and then click Accounts & Billing.
  2. On the Accounts tab, select the linked account.
  3. Click Unlink from account.
  4. Enter the Start date, which is the date you want to stop managing the account.
  5. Add an optional Note, which you can use as a helpful memo to the account owner.
  6. Click Unlink.

Note: If you unlink from an account where you are the bill-to customer responsible for billing, the account will be paused. Before you unlink, we encourage you to work with the account owner on setting up a new bill-to customer.

For more information about managing linked accounts, see Linking to an existing account.

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, you can fund up to 20 accounts with one credit card.

Can an agency manage another agency?expando image

Yes. Through account linking, anyone can link to any Bing Ads account. This means that an agency can link to a client's account. A client can link to an agency's account. An agency can link to another agency's account. And, multiple agencies can link to one client's account.

The only limit is that only five managing customers can be linked to an account.

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

Yes. The only limit is that only five managing customers can be linked to an account.

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.

Does Bing Ads have any resources that it can offer my agency?expando image

If you are an agency, channel partner, or technology partner that already uses Bing Ads, you may qualify for the Bing Partner Program. The program provides support, service, and solutions to Bing Ads partners so that they can help their clients achieve better results on Bing Ads.

To learn more about the Bing Partner Program, visit the Bing Partner sign-up page.

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