Agency Guide

Complete guide for marketing agencies managing influencer campaigns for multiple clients

Getting Started as an Agency

Agencies have unique needs on InfluQa. Here's how to set up for success:

Step 1: Create Your Agency Account

1. Visit Sign Up and select "Agency"
2. Enter your agency details and business information
3. Verify your email and complete your agency profile
4. Add your agency logo and branding

Step 2: Set Up Client Accounts

Manage multiple clients efficiently:

• Client Profiles - Create separate profiles for each client
• Budget Allocation - Set individual budgets per client
• Access Control - Assign team members to specific clients
• Branding - Use client-specific branding in reports

Step 3: Invite Your Team

Collaborate with your agency team:

• Admin - Full access to all clients and settings
• Account Manager - Manage assigned clients and campaigns
• Analyst - View reports and analytics only
• Coordinator - Handle influencer communications

Client Management

Efficiently manage multiple client accounts and campaigns.

Client Dashboard

Each client gets a dedicated dashboard showing:

• Active campaigns and their status
• Budget spent vs. remaining
• Campaign performance metrics
• Influencer roster and relationships
• Upcoming deliverables and deadlines

Budget Management

Team Collaboration

Work together seamlessly on influencer campaigns.

Role-Based Access

• Admin - Full control over agency settings, all clients, billing
• Manager - Create campaigns, hire influencers, approve work
• Coordinator - Communicate with influencers, track deliverables
• Analyst - View reports, export data, no campaign actions

Internal Notes

Add private notes to campaigns and influencer profiles that only your team can see:

• Client preferences and requirements
• Influencer performance history
• Negotiation notes and rate cards
• Campaign learnings and insights

Running Multi-Client Campaigns

Execute campaigns efficiently across multiple clients.

Campaign Templates

Save time with reusable campaign templates:

• Define standard deliverables and requirements
li>Set typical budget ranges
• Include preferred influencer criteria
• Save client-specific messaging guidelines

Bulk Operations

• Bulk Outreach - Contact multiple influencers at once
• Bulk Hiring - Hire influencers for multiple campaigns
• Bulk Reporting - Generate reports across campaigns

White-Label Reports

Impress clients with professional, branded reports.

Report Features

• Custom Branding - Add your agency logo and colors
• Client Branding - Option to use client branding instead
• PDF Export - Download professional PDF reports
• Scheduled Reports - Auto-send reports on schedule
• Custom Metrics - Choose which KPIs to highlight

Report Templates

Agency Pricing

Special pricing and features for agencies.

Agency Plan Benefits

• Unlimited Clients - Manage as many clients as needed
• Team Seats - Include multiple team members
• White-Label Reports - Brand reports as your own
• Priority Support - Dedicated agency support line
• API Access - Integrate with your tools (GVIP)
• Volume Discounts - Better rates at scale

Agency Commission Structure

Best Practices for Agencies