AgencyAnalytics

This article covers how to create, clone, edit, organize, and remove Clients in AgencyAnalytics, plus how to set a Client's timezone for report delivery and restore a deleted Client.

Create and Manage Clients

Find quick answers to frequently asked Client questions.

Client FAQ

Upload a CSV with the details for up to 100 Clients to quickly and easily add Clients to your account.

Bulk create multiple Clients via CSV

Create and send persuasive proposals in minutes – all without leaving your home for client reporting data.

Proposals

Run check backlink profiles, analyze keyword performance, then use our Lead Gen Template to gain new clients.

Create an SEO proposal for a prospective client or for lead generation

AgencyAnalytics lets you create custom tags to organize and filter your clients. This article covers how to create tags, assign them to clients, and filter your client list by tag.

Create and Manage Client Tags

David Diaz

AgencyAnalytics Team

Bethany Hibbert

Manage Your Clients

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Product Roadmap

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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