How to Manage Your Microsoft Ads Agency Account Like a Pro

By Cepy 8/14/2023 Post a Comment

Hi Online Friends,

If you are looking for a way to grow your online business and reach more customers, you might want to consider using Microsoft Ads. Microsoft Ads is a powerful advertising platform that allows you to create and run ads on Bing, Yahoo, MSN, and other partner sites. Microsoft Ads can help you drive more traffic, leads, and sales to your website, as well as increase your brand awareness and visibility.

But how do you get started with Microsoft Ads? And more importantly, how do you manage your Microsoft Ads agency account effectively and efficiently? In this article, I will share with you some of the best practices and tips that I have learned from my experience as a Microsoft Ads agency account manager. Whether you are new to Microsoft Ads or already have some experience, you will find this article useful and informative.

What is a Microsoft Ads Agency Account?

A Microsoft Ads agency account is a special type of account that allows you to manage multiple client accounts under one umbrella. With an agency account, you can create and manage campaigns, budgets, bids, keywords, ads, and reports for different clients from one dashboard. You can also access various tools and features that are exclusive to agency accounts, such as:

The Agency Hub: This is where you can view and manage all your client accounts, invite new clients, request access to existing clients, and switch between accounts easily.
The Agency Tools: These are tools that help you optimize your campaigns and improve your performance, such as the Keyword Planner, the Performance Grader, the Ad Preview Tool, the UET Tag Helper, and the Microsoft Audience Network.
The Agency Resources: These are resources that help you learn more about Microsoft Ads and stay updated with the latest news and trends, such as the Microsoft Advertising Blog, the Microsoft Advertising Community, the Microsoft Advertising Learning Lab, and the Microsoft Advertising Partner Program.

How to Create a Microsoft Ads Agency Account?

Creating a Microsoft Ads agency account is easy and free. All you need is a valid email address and a few minutes of your time. Here are the steps to follow:

Go to https://ads.microsoft.com/ and click on "Sign up now".
Enter your email address and click on "Next". You can use any email address that you own or control, such as Gmail, Outlook, or Yahoo.
Create a password and click on "Next". You can also choose to sign in with your existing Microsoft account if you have one.
Enter your name, country/region, time zone, currency, and promotional code (if you have one) and click on "Create account".
Select "I'm an agency" as your account type and click on "Next".
Enter your agency name, website URL, phone number, and industry and click on "Next".
Congratulations! You have successfully created your Microsoft Ads agency account. You can now start inviting clients or requesting access to their accounts.

How to Invite Clients to Your Microsoft Ads Agency Account?

If you want to manage a client's account from your agency account, you need to invite them first. Inviting a client means that you are asking them to create a new Microsoft Ads account or link their existing one to your agency account. Here are the steps to invite a client:

Go to https://ads.microsoft.com/agencyhub/ and sign in with your agency account credentials.
Click on "Invite client" at the top right corner of the page.
Enter the client's email address and click on "Send invitation". You can also add a custom message if you want.
The client will receive an email from Microsoft Ads with a link to accept your invitation. They can either create a new account or link their existing one to your agency account.
Once the client accepts your invitation, their account will appear in your Agency Hub under the "Pending" tab. You can then review their account details and click on "Approve" to start managing their account.

How to Request Access to a Client's Existing Microsoft Ads Account?

If your client already has a Microsoft Ads account that they want you to manage from your agency account, you need to request access first. Requesting access means that you are asking the client to grant you permission to access their account from your agency account. Here are the steps to request access:

Go to https://ads.microsoft.com/agencyhub/ and sign in with your agency account credentials.
Click on "Request access" at the top right corner of the page.
Enter the client's Microsoft Ads customer ID and click on "Send request". You can find the customer ID in the upper right corner of the client's account dashboard.
The client will receive an email from Microsoft Ads with a link to approve your request. They can either grant you full access or limited access to their account.
Once the client approves your request, their account will appear in your Agency Hub under the "Active" tab. You can then switch to their account and start managing their campaigns.

How to Manage Your Microsoft Ads Agency Account Effectively?

Now that you have created your Microsoft Ads agency account and added some clients, you might be wondering how to manage your account effectively and efficiently. Here are some of the best practices and tips that I have learned from my experience:

Use Labels to Organize Your Clients

Labels are a great way to organize your clients and campaigns in your agency account. Labels are tags that you can assign to any client or campaign to group them by different criteria, such as industry, location, budget, performance, etc. For example, you can create labels such as "Healthcare", "US", "High Budget", "Low ROAS", etc. and apply them to your clients or campaigns accordingly. This way, you can easily filter and sort your clients or campaigns by labels and find what you are looking for faster.

To create and apply labels, follow these steps:

Go to https://ads.microsoft.com/agencyhub/ and sign in with your agency account credentials.
Click on the "Labels" tab at the top of the page.
Click on "Create label" and enter a name and a color for your label. You can also edit or delete existing labels from this page.
Go back to the "Clients" or "Campaigns" tab and select the clients or campaigns that you want to label.
Click on the "Label" icon at the top of the page and choose the labels that you want to apply. You can also remove labels from this menu.
You can now filter and sort your clients or campaigns by labels using the drop-down menus at the top of the page.

Use Shared Budgets to Manage Your Clients' Budgets

Shared budgets are a feature that allows you to allocate a single budget across multiple campaigns within a client's account. This can help you save time and optimize your budget allocation based on performance. For example, if you have a client with a monthly budget of $10,000 and 10 campaigns, you can create a shared budget of $10,000 and assign it to all 10 campaigns. This way, you don't have to set individual budgets for each campaign and worry about overspending or underspending. Microsoft Ads will automatically distribute the budget among the campaigns based on their performance and demand.

To create and apply shared budgets, follow these steps:

Switch to the client's account that you want to manage from your Agency Hub.
Go to https://ads.microsoft.com/campaigns/sharedbudgets/ and click on "Create shared budget".
Enter a name and an amount for your shared budget. You can also choose whether to apply it to all campaigns or selected campaigns within the account.
Click on "Save" and review your shared budget details. You can also edit or delete existing shared budgets from this page.
You can now monitor and manage your shared budget performance from the "Shared budgets" tab in the Campaigns page.

Use Automated Rules to Automate Your Tasks

Automated rules are a feature that allows you to set up rules that automatically perform certain actions based on specific conditions. This can help you automate some of the repetitive or tedious tasks that you have to do manually, such as pausing low-performing campaigns, increasing bids for high-performing keywords, sending email alerts for budget issues, etc. For example, you can create a rule that pauses any campaign that has a ROAS below 2 for more than 7 days, or a rule that increases the bid by 10% for any keyword that has a CTR above 5% for more than 14 days.

To create and apply automated rules, follow these steps:

Switch to the client's account that you want to manage from your Agency Hub.
Go to https://ads.microsoft.com/campaigns/automatedrules/ and click on"Create rule".
Choose the type of rule that you want to create, such as campaign, ad group, keyword, ad, etc.
Choose the action that you want to perform, such as pause, enable, increase, decrease, etc.
Choose the condition that triggers the action, such as performance metrics, budget metrics, time metrics, etc.
Choose the frequency and timing of the rule execution, such as daily, weekly, monthly, etc.
Enter a name and a description for your rule. You can also choose to receive email notifications when the rule runs.
Click on "Save" and review your rule details. You can also edit or delete existing rules from this page.
You can now monitor and manage your automated rules from the "Automated rules" tab in the Campaigns page.

A Detailed Table Breakdown Related to Microsoft Ads Agency Account

Feature	Description	Benefit
Agency Hub	A dashboard where you can view and manage all your client accounts, invite new clients, request access to existing clients, and switch between accounts easily.	You can save time and hassle by managing multiple clients from one place.
Agency Tools	Tools that help you optimize your campaigns and improve your performance, such as the Keyword Planner, the Performance Grader, the Ad Preview Tool, the UET Tag Helper, and the Microsoft Audience Network.	You can access exclusive tools that are not available to individual advertisers and get more insights and opportunities for your campaigns.
Agency Resources	Resources that help you learn more about Microsoft Ads and stay updated with the latest news and trends, such as the Microsoft Advertising Blog, the Microsoft Advertising Community, the Microsoft Advertising Learning Lab, and the Microsoft Advertising Partner Program.	You can enhance your knowledge and skills on Microsoft Ads and get access to valuable information and support from Microsoft and other experts.
Labels	Tags that you can assign to any client or campaign to group them by different criteria, such as industry, location, budget, performance, etc.	You can organize your clients and campaigns better and find what you are looking for faster.
Shared Budgets	A feature that allows you to allocate a single budget across multiple campaigns within a client's account.	You can save time and optimize your budget allocation based on performance.
Automated Rules	A feature that allows you to set up rules that automatically perform certain actions based on specific conditions.	You can automate some of the repetitive or tedious tasks that you have to do manually.

FAQs About Microsoft Ads Agency Account

How much does it cost to create a Microsoft Ads agency account?

Creating a Microsoft Ads agency account is free. You only pay for the ads that you run for your clients. You can also choose how you want to pay for your clients' ads, such as using their own payment methods or using your agency payment method.

How many clients can I manage with a Microsoft Ads agency account?

You can manage up to 1,000 clients with a Microsoft Ads agency account. However, you can request an increase in your client limit by contacting Microsoft Ads support.

How do I switch between different client accounts in my Microsoft Ads agency account?

You can switch between different client accounts in your Microsoft Ads agency account by using the Agency Hub. Simply go to https://ads.microsoft.com/agencyhub/ and sign in with your agency account credentials. Then, click on the client account that you want to switch to and click on "Switch". You can also use the drop-down menu at the top right corner of the page to switch between accounts quickly.

How do I track and report my performance for my clients in my Microsoft Ads agency account?

You can track and report your performance for your clients in your Microsoft Ads agency account by using the Reports page. Simply go to https://ads.microsoft.com/reports/ and sign in with your agency account credentials. Then, choose the report type that you want to run, such as campaign performance, keyword performance, ad performance, etc. You can also customize your report by choosing the columns, filters, segments, date range, etc. that you want to include. You can also download, schedule, or share your reports with your clients.

How do I get support for my Microsoft Ads agency account?

You can get support for your Microsoft Ads agency account by using the Help page. Simply go to https://ads.microsoft.com/help/ and sign in with your agency account credentials. Then, you can browse the topics, search the FAQs, or contact the support team via chat, phone, or email. You can also join the Microsoft Advertising Community and ask questions or share feedback with other users and experts.

Conclusion

Microsoft Ads is a powerful advertising platform that can help you grow your online business and reach more customers. With a Microsoft Ads agency account, you can manage multiple client accounts from one dashboard and access various tools and features that are exclusive to agency accounts. You can also use labels, shared budgets, and automated rules to organize and optimize your campaigns and budgets. You can also track and report your performance and get support from Microsoft Ads easily.

I hope this article has given you some useful information and tips on how to manage your Microsoft Ads agency account like a pro. If you have any questions or feedback, please feel free to leave a comment below. And if you want to learn more about Microsoft Ads and how it can help you grow your online business, check out my other articles on Bing Ads.

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