Marketing agency

Overview

The best marketing agencies find ways to deliver a modern, unified, branded experience to clients. This workspace was created with the guidance of modern marketing agencies spanning growth, content, performance, and more. With this workspace template, you can give clients a one-stop shop experience for seamless communication, payments, project status tracking, analytics, and much more.

To see the client experience before cloning the workspace, create a test client account first. Once you're ready to get set up you can clone the workspace. When you clone a workspace you will go through the regular onboarding flow but at the end you will start with an environment that is optimized for marketing firms.

General onboarding tips

Go through the Copilot Guide, especially the "Getting Started" section. There you can learn about basic setup, customizations, custom domains, and more. Going through the Getting Started section should take less than 15 minutes.

What to do after cloning this workspace

This workspace was designed for marketing agencies and below you can find some best-practices specifically for your industry.

App setup

This workspace comes with the below apps installed.

1. If there are apps you don't want, navigate to the App Setup page, click into the app you don't want, and remove it. For example, if you don't want to create a Helpdesk for your clients, it's better to remove it so that the user experience is simplified.

2. You can change the name and icon of any app. You can also rearrange the apps on the sidebar. The app listed at the top of the "Client-facing apps" section will be the home page of your portal.

Customize the Client Home App

The Client Home is a customized home page for your clients. When your clients log in to your portal this is the first page that will load. Here's how to customize it:

1. Navigate to the Home App on the sidebar. This is the default page of your client portal.

2. Customize the home page. For example, you can:

   1. Introduce your firm.

   2. Set expectations around availability and working hours.

   3. Explain how clients should use the client portal.

Configure the Messages App

The Messages App is how you can communicate with clients and how clients can communicate with you. You can send messages from the Copilot Dashboard and clients will receive messages both via email and in-product in your portal. Clients can reply directly via email with responses or reply from your portal. We generally recommend our Messages App over email due to security and convenience, but if you workflows are heavily email-centric you can also disable it. Follow the below steps to customize the Messages App:

1. Navigate to the Messages App settings page.

2. Configure your welcome message. This is the message sent to clients the first time they log in. Our recommendation is to introduce your firm, remind them to bookmark your portal, and explain how you want them to use it. For example, you might say something like: "Welcome to {businessName}'s client portal. Here you can communicate with us, access and upload files, stay updated about project progress, and schedule time with us."

Configure your scheduling app

Copilot works with a variety of scheduling products like Calendly. To make scheduling for clients follow the below steps:

1. Navigate to the App Setup page and click into "Schedule a call".

2. Replace the Calendly URL with your own. If you use another scheduling product, you can enter the URL for that product.

Sharing project status with clients

In this workspace, we set up an Airtable embed called "Project status". If you log in as a client (we recommend creating a test client to test the client experience) you'll see what the user experience of viewing an Airtable embed is like. Note that this is only a demonstration and you'll want to uninstall this app (not all clients will ever see the project board). To share project status with clients, follow these steps:

1. Navigate to the Add an App page.

2. You can embed any products that support embedding. For sharing project statuses, consider using the product you internally use for this purpose and set up client-facing views. Common products we see marketing agencies use include Airtable, ClickUp, and Monday.com

3. Under Setup Type, select Manual. This lets you connect different content for each client or company.

4. After installing the app, you can now configure an embed for each client.

Sharing analytics with clients.

In this workspace, we set up a Look Studio embed called "Analytics.". If you log in as a client you'll see what the user experience of viewing a Looker Studio embed is like. Note that this is only a demonstration and you'll want to uninstall this app (not all clients will ever see the project board). To share analytics with clients, follow these steps:

1. Navigate to the Add an App page.

2. You can embed any products that support embedding. For sharing analytics, popular choices include Looker, Databox, and Power BI.

3. Under Setup Type, select Manual. This lets you connect different content for each client or company.

4. After installing the app, you can now configure an embed for each client or company.

Setting up custom visibility for apps

We are increasingly seeing marketing agencies that offer tiers of service to clients with monthly plans. In your Copilot Dashboard you can set up a custom field that represents the "tier", and then you can set values for the tier levels. For example, "Basic", "Professional", "Advanced". Once configured, for each app you can now set up custom visibility rules such that clients on different tiers get access to different apps. Here are some ideas you can explore:

• Only let clients on premium plans access to schedule calls with you.

• Only let clients on premium plans access for a knowledge repository made with our Helpdesk App.