Agency Accounts
Run Mintfunnel for other brands: apply, add clients, fund a central wallet, and manage campaigns, PR, and your team.
Getting started with agency accounts
An agency account lets you run Mintfunnel on behalf of other companies from one workspace: one team with shared roles, one central wallet you allocate budgets from, per-client ad campaigns and PR orders, cross-client analytics, and a complete activity log. This article is the...
How to apply for agency status
Agency accounts let you manage multiple client accounts from one Mintfunnel workspace: shared team roles, a central wallet, client-level campaign and PR management, and a full activity log. Agency status is granted by application. This article covers how to apply, what we ask...
Setting up your agency
Once your agency application is approved, you can create your agency workspace and start adding your team and clients. This article walks through the setup flow and explains what each team role can do.
Creating and managing clients
Your clients live in the Clients hub in your agency workspace. This article covers adding a client, the difference between creating an account and linking one that already exists, editing a client, setting what their login can do, and suspending or reactivating a client. It also...
Sharing your management ID
Your management ID is how existing Mintfunnel accounts connect to your agency. This article covers where to find it, why it is safe to share, and how to handle incoming link requests.
Linking your existing account to an agency
If you already have a Mintfunnel account and want an agency to manage it, you can link your account to that agency yourself. You stay in control the whole time: you choose how much access the agency gets, and you can unlink at any moment.
Client access levels
When an agency creates a managed account for a client, the agency decides how much the client's own login can do on that account. Mintfunnel expresses this as a four-step ladder. This article explains each level, who it applies to, and the one big exception.
Funding and wallets
Agencies on Mintfunnel run money through a central agency wallet and allocate budgets out to client wallets. Every movement is a ledger entry you can audit, and every dollar remembers where it came from. This article explains how funding works for both agencies and their clients.
Running client campaigns and PR orders
This is the hands-on, step-by-step guide to actually launching an ad campaign and placing a PR order for a client, billed to that client's wallet. For the layout of the workspace and how the per-client cockpit and cross-client Overview fit together, read Managing client...
Managing client campaigns and PR orders
Your agency workspace manages both of Mintfunnel's spend types, ad campaigns and PR orders, for every client, from two places: the per-client cockpit and the cross-client Overview.
Goal and conversion tracking for client campaigns
Proving results is the whole job. Agencies can configure conversion goals, tracking pixels, and attribution windows on client campaigns directly, so the campaigns you run report the outcomes your client actually cares about.
Client analytics and reporting
Your agency workspace reports at two levels: one client at a time, and your whole book of business at once. This article explains where each view lives, what it shows, and how access rules shape what a given teammate sees.
Reading the activity log
When more than one party can touch an account, "who did that?" has to have an answer. The activity log is that answer: an append-only record of every meaningful change on an account, written automatically, editable by no one.
Team roles and permissions
Everyone at your agency has an agency role. The role decides what they can do across your book of business: manage settings, move money, run campaigns and PR, or just look. This article explains the five roles, how the Member role is narrowed to specific clients, and how all of...
Inviting and managing team members
Your agency team lives on the team page in your workspace. This article covers the whole lifecycle: inviting a teammate, giving them a role, scoping a Member to specific clients, handling pending invitations, accepting an invite, suspending or removing a member, and transferring...
Unlinking and offboarding a client
When an engagement ends, you unwind the agency's access to the client's account. What that looks like depends on how the client came under management: an account the client already owned and linked to you, or an account your agency created for them. This article covers both,...