Agency clients question
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We're a small agency and run multiple campaigns for clients. Two questions.
Besides sending custom reports can we give access to the data to individual clients so that they can only see their data?
Second, if the clients wants to download the data, how can that be done?
Thanks,
Massimo -
Hi Massimo
We won't be able to migrate data between accounts which is a platform limitation. Let me check with the product team if they plan on having testers. Will get back to you about this!
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Hi David,
Thank you for your response. Will I be able to migrate my account to a Multi-Access account? If we have multiple accounts for clients will we be able to consolidate?
Can I get Alpha/Beta access?
Thanks,
Massimo -
Hi Massimo!
Currently multi-access will not be ready until early next year. You can have your account automatically send weekly or monthly custom reports to any email address so you are not forwarding them manually. If they need direct access to their campaigns, the only way would be to share your login which would not be ideal as they would also see data for other clients. Multi-access will solve this. This is a top priority feature and is in the final design stages.
Hope this helps!
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