Agency Program

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What is the Agency Program?

The Agency Program offered by ActiveCampaign provides an opportunity for agencies to build their own businesses centered around the ActiveCampaign platform. It allows agency partners to engage with clients in a manner that suits their business model, enabling them to either bill clients directly or have ActiveCampaign manage account billing. This flexibility empowers agencies to focus on enhancing their clients' businesses rather than managing administrative billing tasks.

How to Access the Agency Program

To get started with the Agency Program, potential partners need to align with the program requirements. After meeting these requirements, signing up is straightforward:

1. Go to the official ActiveCampaign Partner page. 2. Confirm that you can manage the entire sales process without referring clients to the ActiveCampaign Sales team. 3. Register for the program by filling out the signup form with necessary details, including your email address, password, and billing information.

Step-by-Step Instructions

Here’s how to become an Agency Partner and set up your account:

Step 1: Meet Requirements

Ensure that you can manage the sales process and account servicing for your clients. This includes:

- Directly managing client accounts. - Providing ongoing service and account management without support from ActiveCampaign.

Step 2: Sign Up

1. Visit the signup page. 2. Enter your email address, create a password, and submit your billing information.

Step 3: Await Confirmation

After submitting, a member of the Channel team will contact you to discuss the program further and guide you through the setup process.

Step 4: Access Your Agency Dashboard

Once registered, log in to your Agency Dashboard [1] to manage client accounts and adjust settings.

Configuration Options and Settings

Inside your Agency Dashboard, you can administer various settings for your clients. Some crucial configuration options include:

- Client Account Management: Manage customer accounts directly. - Billing Options: Choose whether to bill clients directly or allow ActiveCampaign to manage billing. - Services Offered: Consider expanding your offerings with additional services such as sales consulting or digital marketing.

Best Practices and Tips

To establish a successful agency use the following best practices:

- **Diversify Your Service Offering**: Providing additional services like sales consulting or implementation services can add value to your business and strengthen client relationships. - **Niche Focus**: Consider focusing on specific industry verticals. Tailoring your solutions and automation workflows to meet the needs of a particular type of client can differentiate your agency. - **Client Relationships**: Regularly communicate with clients to understand their needs fully and provide proactive service to foster long-term relationships.

Common Use Cases with Examples

The ActiveCampaign Agency Program can be leveraged in various ways by agencies. Some examples include:

- **Sales Consulting**: Help businesses develop effective sales strategies in conjunction with email marketing. - **Digital Marketing Services**: Offer comprehensive digital marketing services, from setup to execution, facilitating growth for your clients. - **Vertical-Specific Solutions**: Design specialized automation workflows catered to businesses within specific niches, enhancing operational efficiency.

Troubleshooting

Here are common issues and troubleshooting steps:

- **Login Issues**: If you cannot access your Agency Dashboard, ensure that your username and password are entered correctly. Reset your password if necessary. - **Billing Queries**: For questions regarding the billing process, consult the Agency Program pricing article or contact support for assistance.

Related Features

- Partners: For more information on partnership opportunities with ActiveCampaign and other associated programs.

FAQ

Q1: What is the cost to become an Agency Partner? A1: The pricing for becoming an Agency Partner can be found in the Agency Program pricing article.

Q2: Can I manage multiple clients under one account? A2: Yes, the Agency Dashboard allows you to manage multiple client accounts from a single interface.

Q3: What services can I offer as an Agency Partner? A3: Besides using the ActiveCampaign platform, you may offer services like sales consulting and digital marketing.

Q4: How does billing work for clients? A4: You can choose to bill clients directly or have ActiveCampaign manage billing on your behalf.

Q5: How can I get support as an Agency Partner? A5: While you manage accounts directly, you can still reach out to ActiveCampaign’s support for assistance if needed.

Q6: Is there training available for agency partners? A6: ActiveCampaign provides various resources and guidelines to support agency partners.

Q7: Can I provide custom solutions for my clients? A7: Yes, you can create tailored solutions and automation workflows for your clients as part of your agency offering. ```