Start here as an agency

Your first week as an agency in order: verify, add your client advertisers, ask for go-live, then plan with deals, reach and client reports.

This is the order to set up an agency account, matching the Getting started card on your dashboard. You begin in a sandbox with sample data. Your clients are advertisers that sit under your agency. You run their campaigns by opening a client's account from Managed Advertisers.

The Getting started card

The card counts your steps and ticks them for you. Sample records don't count. Select Hide to close it. It also disappears once every step is done. Before you add a client the card shows four steps. After that it adds the steps that depend on the client's own campaigns, so it grows to six.

Steps in order

Verify your email address. Open the email LtvAdx sent and select its link. If you can't find it, select Resend link in the yellow banner. See Create your account.
Add your first managed advertiser. Open Managed Advertisers, select Add Advertiser, enter the Brand / Company Name and Contact Email, then select Add. Only Owners, Admins and Managers of the agency can add a client. See Managed advertisers.
Request go-live approval. Select Request go-live in the yellow banner. LtvAdx reviews the account. The card ticks this step once you have asked. What stays locked is in Create your account.
Add credits. Once approved, open Wallet and select Add Credits. See Wallet and top-ups.

Steps that belong to your clients' campaigns

The card also lists "Open a client and create a line item", "Upload a creative in a client's account" and "See your first delivery". They tick when one of your managed advertisers has a real line item, creative and delivery. The first two take you to Managed Advertisers, and the last to Client reports. Build those in the client's own account: select Open account on the client's row in Managed Advertisers, and Back to your agency in the banner when you're done. While you are in a client's account, the Getting started card is not shown: it is your agency's list. See Work in a client's account.

Things you can do from your own pages

Negotiate deals for your clients in Deals.
Estimate audience and repeat exposure in the Reach and frequency planner.
See each client's delivery and spend in Client reports. The Dashboard shows the last 30 days for all clients together.
Read your commission payouts, download statements and dispute one on Payouts. Add your payout account there too: a payout is not approved until one is on file. See Read your payouts and Payout account details.
Invite colleagues in Team and seats. Owners, Admins and Finance see the wallet and the payout account. Owners, Admins and Managers add clients.

Alerts for your clients' delivery and deals reach you, with the client's name at the start of the title. See Alerts.

If something goes wrong

"Only the agency's owners, admins and account managers can add advertisers". Ask an Owner or Admin to add the client, or to change your seat.
"Couldn't load your advertisers". Select Try again. If it persists, contact support.
A button is refused because the account is pending approval. Request go-live, then try again.