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Select Client (Agency feature)

If you have signed up as an Agency, the first step in creating a new Campaign is to select which Client the Campaign is for.

Select Client

At this step, you have two choices:

  • Select an existing Client: Choose a Client from the list provided.

  • Create a new Client: If the Client is not on the list, you can create them now.

Screenshot of the 'Select Client' step in the Campaign Wizard for an Agency account. It shows a dropdown menu to choose an existing client and a button to create a 'New Client'.

New Client

To create a new Client:

  1. Fill in the required basic information.

  2. Click Save.

Screenshot of the 'New Client' modal window, showing the input fields for 'Contact name', 'Email Address', and 'Company name', along with the 'Save' button.

After you have selected an existing Client or created a new one, you will proceed to the next stage of Campaign creation.

Continue by following the guide for Create Campaign options.

Frequently Asked Questions

Q: Is selecting a Client a mandatory step?
A: Yes. If your account is registered as an Agency, you must select or create a Client for every Campaign you build. This step is not shown to non-Agency users.

Q: What happens after I select a Client?
A: You will automatically proceed to the main Create Campaign wizard to build the rest of your Campaign.