Do you currently manage or plan to manage other people's Microsoft Advertising accounts? If the answer is "yes," then you can directly link to your client's Microsoft Advertising 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 Microsoft Advertising looks like this:
|Your agency signs up for Microsoft Advertising|
|Your client signs up for Microsoft Advertising|
|In Microsoft Advertising, you send the client a link request|
|The client accepts the request|
|You start managing their account|
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.
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 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 Microsoft Advertising account.
Note: If you unlink from a postpay threshold or a monthly invoice account where you are the bill-to customer responsible for billing, the account will be paused for up to 3 hours. No ads will serve while outstanding charges are settled. So before you unlink, we encourage you to work with the account owner to coordinate the downtime and to identify who will serve as the new bill-to customer on the account.
For more information about managing linked accounts, see Linking to an existing 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 Microsoft Advertising, you sign up as a customer and can have multiple accounts. For more info on how Microsoft Advertising 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 Microsoft Advertising account?
Currently, you can fund up to 20 accounts with one credit card.
Yes. Through account linking, anyone can link to any Microsoft Advertising 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.
Yes. The only limit is that only five managing customers can be linked to an account.
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.
If you are an agency, channel partner, or technology partner that already uses Microsoft Advertising, you may qualify for the Bing Partner Program. The program provides support, service, and solutions to Microsoft Advertising partners so that they can help their clients achieve better results on Microsoft Advertising.
To learn more about the Bing Partner Program, visit the Bing Partner sign-up page.