Suppliers and partners can utilize the skills of marketing agencies even when the supplier does not provide Full Service Activities or integrated MDF Management. Suppliers define agencies in ZiftMarcom. Partners can then select agencies to allow full access or limited access to manage marketing activities. Agencies can access Zift123 to service partner accounts when partners grant either Full Access or On Behalf Of access to their accounts.
Suppliers
Suppliers have the ability to add and manage agency profiles within ZiftMarcom. Suppliers can add new agencies, view existing agency information and view agency point of contact.
Value and Benefits for Suppliers
- Save Time: You can add and manage agencies in your system. There is no need to submit support tickets. You can quickly respond to agency changes and profile update requests.
- Increased Control: Administrator level functionality allows you to control the agencies delivering services to your partner community. You can also control the agency fields for language, region, etc in order to filter appropriate agencies to the partner.
- Powerful Analytics: You can view agencies, who is logging in, and actively engaging your partner community.
Note: Suppliers who require SSO for access to Zift123 can use ZiftMarcom to view agencies but not to create them. Suppliers who require SSO for access to Zift123 will use their PRM to create agencies.
Suppliers can do the following:
- Manage agencies
- View agency activity statistics.
Partners
Partners can search for agencies/vendors and manage agency access to their Zift123 account so that they can execute marketing activities.
There are two access levels partners can assign to an agency: Full Access (Agency of Record) or Limited Access (On Behalf Of)
- Full Access - Agency of Record
- Agency is able to impersonate partners with complete access to Zift123
- A partner may only grant full access to a single agency at any given time.
- Provides full access to campaigns, activities, social, content, contacts, lists, and leads.
- Limited Access - On Behalf Of
- Agency has access to view and manage a specific activity or campaign inside Zift123.
Value and Benefits for Partners
- Increased Control: Partners can control agency access to their account and specify what the agency can view, manage and modify.
- Always on Support: Partners have the ability to request agency help from within a campaign or activity. Usability focus to deliver support at the point where a partner is most likely to need it. (Easy button)
- Increase Campaign and Content Utilization: Partners can execute campaigns quickly and easily. Agencies can be granted access to execute the campaign and take care of the heavy lifting
- Better Agency Visibility: Partners can search for and identify agencies that are able to execute campaigns and activities and are familiar with Zift123 building relationships that never existed.
- Enhanced Leads and Reports: Partners can quickly view leads generated from an agency activity. These leads are loaded by the agency and can include notes, interest points, and activities.
- Increased List Privacy: Partners can grant agency access to organic contact lists, that agencies can execute campaigns to, without exposing the individual to contacts in the list.
Partners can do the following:
- Search for and select an agency to execute on their behalf without first selecting a activity.
- Control the level of access an agency has to their Zift123 account - either Full Access (Agency of Record) or Limited Access (On Behalf of)
- Grant/revoke agency ability to execute on their behalf
- Search for and select an agency to execute a campaign on my behalf
- Supply contacts for an agency executed tactic so that the agency can use my contacts but not view them or save them to the agency's account.
- View agency executed campaigns and activities on their behalf
- Communicate with agencies and agents via order status and comments.
- View leads generated by agency executed campaigns and the activities on those leads.
Agencies
Agencies can service partner accounts, execute custom/full service activities, and identify partners to easily initiate On Behalf Of services.
Value and Benefits for Agencies
- Exposure to Partner Community: Partners have the ability to search for agencies that have competencies aligning with the activity or campaign they are utilizing. This exposure could lead to new or enriched relationships with agencies.
- Access to Partner Accounts: Agencies can quickly access the entire partner account for efficient execution of campaigns and activities. This access to the account provides a direct line to campaign execution and decreases the amount of communication bottlenecks between both parties.
- Improved Efficiency: Agencies can act on behalf of partners and efficiently take action on campaign activities using their own instance of Zift123.
- Contact List Privacy. Agencies can be confident using proprietary contact lists for mailings and campaigns. Partners will see only the leads generated and not the audience of contacts. Subscription preference and unsubscribe management is handled by Zift123.
Agencies with Full Access can do the following:
Access Zift123 accounts for partners that have granted the agency Full Access. Full Access does not include access to manage other agencies on behalf of the partner.
- Access to all tabs; Campaigns, Social Media, Collateral, Contacts, Analytics and Settings.
- View lists of partners that they work with and the level of access granted.
- View, sort, and filter by supplier.
- Search for partners.
- View, sort, and filter by agency access level.
- Use a combination of the agency's and partner's contacts for campaign execution.
- Receive a notification that a partner has selected the agency.
Agencies with Limited On Behalf Of Access can do the following:
This access allows the agency to create and execute a campaign or activity on behalf of the partner. The management of the campaign happens inside the agency's own Zift123 account. This allows the agency to use their own contacts and lists without exposing the details to the partner. Additionally, agencies can use partner provided lists without having visibility into the individual contacts in the list. All leads generated by the campaign will be shared with the partner, regardless of list source.
- View, sort, and filter by supplier.
- Search for partners.
- View, sort, and filter by agency access level.
- Use a combination of the agency's and partner's contacts for campaign execution.
- Receive a notification that a partner has selected the agency.