How to choose an advertising platform for agencies with convenient campaign management
How to choose an advertising platform for agencies with convenient campaign management
Choosing the right tools determines the efficiency and scalability of a traffic arbitrage business. For advertising agencies managing dozens of client campaigns, this issue becomes critical, affecting profitability, speed of work and customer retention. To discuss the specifics of your tasks and choose the best solution now, you can Write to the manager. A correctly selected advertising platform for agencies is not just a tool, but a basis for systematic growth and automation of operational processes.
The modern market offers many solutions, but not all of them are equally useful for the agency model of work. The main difficulty lies in the need to simultaneously control multiple advertising accounts, traffic sources and budgets. A successful agency needs a centralized system that combines data, simplifies management and minimizes the risk of human error. Such a system should be flexible, reliable and team-oriented.
Problems agencies face when working with multiple advertising accounts
The standard approach, in which agency employees manually switch between dozens of accounts in different advertising networks, inevitably leads to a number of systemic problems. Firstly, this is a huge time investment. The time that a media buyer spends on entering, exiting and navigating through different interfaces could be invested in campaign analysis and optimization.
Secondly, there is a problem of data consolidation. To compile a single report for all clients or projects, you have to manually download statistics from each account, bring it to a common format and summarize it in tables. This process is not only labor-intensive, but also fraught with errors. An incorrectly copied value or a missing line can distort the entire picture of efficiency and lead to incorrect management decisions. A high-quality advertising platform for agencies solves this problem at the systemic level.
The third problem is the lack of unified control. When campaigns are scattered across different systems, it is difficult for a manager or team leader to quickly assess the overall situation: total expenses, income, ROI for all projects. The response to negative trends slows down, which leads to financial losses. A centralized advertising platform for agencies provides a dashboard with key metrics in real time.
Finally, budget management becomes chaotic. Replenishing balances in dozens of accounts, tracking balances and timely deposits turn into a complex logistical task. There is a risk of stopping successful campaigns due to the fact that the balance has run out of money, or, conversely, overspending the budget on ineffective areas.
Key criteria for choosing a platform: functionality and automation
When choosing a technology partner, an agency should focus on a specific set of functions that directly affect operational efficiency. The main task is to find a solution that will take on as many routine operations as possible.
Single interface and multi-accounting
The basis of any convenient platform for agencies is the ability to manage all advertising campaigns from one window. The multi-accounting function allows you to connect an unlimited number of advertising accounts from different sources (for example, Facebook, Google Ads, TikTok, native networks) and work with them in a single interface.
This means that the media buyer can start, stop, edit campaigns and analyze their results without leaving the platform workspace. Such an organization of work saves hours every day and standardizes processes within the team. A good advertising platform for agencies should provide seamless switching between projects and clients, while maintaining a logical structure and order.
Tools for automating routine tasks
Automation is a key factor in scaling an agency business. An advanced advertising platform for agencies should offer powerful tools for automatic campaign management based on specified rules.
Examples of such rules:
Automatically stopping campaigns or ads if their ROI or CR falls below a certain threshold.
Automatically increasing the budget on campaigns that show high efficiency.
Notifications in Telegram or Slack about critical changes in campaign metrics.
Having a flexible rule builder allows the agency to create its own optimization scenarios adapted to specific offers, traffic sources and client KPIs. This reduces dependence on constant manual monitoring and allows the team to focus on strategic tasks.
Flexible reporting settings
Agencies need to provide reports to their clients on a regular basis. A report builder built into the platform is a powerful advantage. It should allow you to create custom dashboards, download statistics in the required sections (by campaign, geo, creatives, buyers) and, most importantly, brand reports (White Label).
The ability to add the agency logo to the report sent to the client enhances the professional image and strengthens the brand. In addition, it is important to integrate data from trackers and CPA networks to calculate the final profitability in one place. If you want to see how detailed reports are created for clients in real time, Write to the manager is the best way to get a demonstration of the functionality. Such transparency is a key factor in trust from customers. A reliable advertising platform for agencies makes this process simple and clear.
Integration capabilities and technical support
The functionality of the platform is useless if it cannot seamlessly integrate into the existing working ecosystem of the agency. Therefore, integration capabilities and quality of support play an equally important role.
Compatibility with traffic sources and trackers
Before choosing a platform, you need to make a list of all traffic sources that the agency works with or plans to work with. The ideal advertising platform for agencies should support integration via API with key advertising networks. This ensures stable and fast data transfer, as well as the ability to manage campaigns directly from the platform interface.
Compatibility with popular trackers (for example, Keitaro, Binom) is no less important. Correct postback integration allows you to automatically transfer conversion data, which is the basis for accurate ROI calculations and automation rules. The lack of such integration negates many of the benefits of centralized management.
Terms of financial interaction: replenishment and withdrawal of funds
For an agency operating with client budgets, the convenience and transparency of financial transactions are of paramount importance. The selected advertising platform for agencies should offer flexible and convenient ways to replenish the balance: bank cards, bank transfers, electronic payment systems.
It is important to pay attention to the commissions for replenishment, limits and the speed of crediting funds. Some platforms offer agencies special conditions, such as reduced commissions or credit lines, which can be a significant competitive advantage. A transparent financial model without hidden fees is a sign of a reliable partner. This is another aspect where a quality advertising platform for agencies proves its value.
Quality and speed of technical support
When working with large volumes of traffic and budgets, technical issues or problems inevitably arise. The speed and competence of the support service in such situations are critical. The support model through tickets with a response within 24 hours is unacceptable for a dynamic arbitrage business.
Preference should be given to platforms that provide a dedicated personal manager for each agency. Such a manager deeply understands the specifics of the client's business, can quickly solve emerging problems, advise on setting up tools and help with integrations. The presence of such a specialist turns the service from a simple set of tools into a full-fledged partnership. That is why a good advertising platform for agencies always invests in high-quality support.
Comparative analysis: what to pay attention to
When making a final comparison of several candidate platforms, it is worth creating an objective checklist that will help you make an informed decision.
Pricing model. Some platforms work on a subscription model (fixed monthly fee), while others take a percentage of advertising costs (spend). For an agency with large turnover, the percentage model may be unprofitable. It is necessary to accurately calculate which option will be optimal for current and projected volumes. A correctly selected advertising platform for agencies should have a transparent and predictable cost.
Possibilities for teamwork. The platform should support the creation of several user accounts with different access levels. For example, the team lead should see statistics for all buyers, and each buyer should see only their own campaigns. The ability to differentiate access rights ensures security and order in the team's work. 3. Solution scalability. Find out if the platform has any limitations on the number of connected accounts, the amount of data processed, or the number of users. The solution should be able to grow with your agency, and not become a brake at a certain stage of development. Scalability is a key feature that any serious advertising platform for agencies should have. 4. Data and account security. The platform gets access to your advertising accounts and financial data. Make sure that the service uses reliable encryption protocols, poffers two-factor authentication and has a clear privacy policy. Security is not an aspect that you can save on.
API for custom integrations. If the agency has its own developments or non-standard tasks, the availability of an open API for the platform will be a huge plus. This will allow you to integrate it with internal CRM systems, analytics tools, or create your own solutions on top of the platform.
The final stage: how to make the right decision
Choosing an advertising platform is a strategic investment in the future of the agency. You should not make a decision based only on a beautiful presentation or a low price. The ideal advertising platform for agencies should comprehensively solve problems related to multi-accounting, routine, reporting, and control.
The best approach is testing. Contact representatives of 2-3 most suitable platforms, request a demo of the functionality and, if possible, use the trial period. During the test, simulate the real workflows of your agency: connect several accounts, set up a couple of automation rules, create a report for an imaginary client. Only practical use will show how convenient this or that advertising platform for agencies is and how it meets your expectations. Ultimately, the right choice will save hundreds of hours of work, reduce risks and become a catalyst for the growth of your business.
Try it in practice
Theoretical analysis is important, but nothing can replace practical experience. To evaluate how centralized campaign management can optimize the workflows of your agency, it is best to see everything with your own eyes. You can contact our manager to get a personal demonstration of the platform. He will show you how to set up multi-account access, create automation rules for your KPIs and generate branded reports for clients in a few clicks. This is an opportunity to ask specific questions and test the tools in action.