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Freelancers / Agencies: How do you set-up client campaigns?

  • September 25, 2024
  • 1 reply
  • 24 views

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I am a freelance marketer/designer, and wondering how others set-up their clients email campaigns and/or accounts.

Currently I have my account and I am setting up clients email campaigns through that. However I could see where this might get overwhelming at some point when I have multiple campaigns running for multiple clients. So I was wondering what would be the best way or best practice to set these up.

Considerations:

  1. Currently I really only have my own companies campaigns AND a clients campaigns.
  2. Should I set up an account for every client (or have them do it), or am I ok as I’m doing currently?
  3. If I continue to use my own account to run clients campaigns, is it possible down the road to transfer campaigns to their own accounts should it come to that?
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1 reply

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  • Partner
  • 252 replies
  • September 26, 2024

Hello @BDrawsby I would let clients create their own account and add myself as an additional admin in their account to create campaigns in their account.