Skip to main content
All CollectionsAccount settings
How to set up a Revealbot account for your agency
How to set up a Revealbot account for your agency

Main ways of organizing a Revealbot account around your agency structure.

Sara avatar
Written by Sara
Updated over a week ago

The Revealbot interface provides a range of convenient settings to help you easily manage your agency and collaborate with multiple client accounts. These settings allow you to connect multiple Facebook profiles, establish team permissions and client access, and categorize and organize rules into folders for each client or brand to streamline your work.

Step 1. Connect ad platforms

In order to manage your ad accounts and pages via Revealbot, you need to make sure that ad platforms are properly integrated with your Revealbot account. The principle is the same for all platforms (FB, TikTok, Google, Snapchat) - you need to connect a profile/personal account that has admin rights to the ad accounts / pages that you would like to manage via the tool. More on this here.

  1. Go to Integrations and click on the platform that you want to integrate:

  2. Click the "Connect profile" button in the top right corner to connect your profile.
    Once the profile is connected, you will see the list of ad accounts, pages, IG accounts the profile has admin rights to. Please use the tabs under profile to navigate the list by these 3 categories.

    From here, you can choose which accounts you would like to switch on and use in Revealbot. The spend of connected ad accounts will be considered for billing purposes for the period they were connected. To switch an ad account on, click the toggle, so that it turns blue as in the screenshot above. It is not necessary to connect all ad accounts at once; you can gradually onboard more accounts over time or toggle off the ones that are not needed.

    If you have hundreds (or thousands) of ad accounts, you may not see the full list under Facebook Ad accounts. In this case, please use the search function and enter the name of the ad account to find and connect it:

  3. You can connect up to 15 profiles for each platform, whereas the number of pages and ad accounts is not limited.

    If your profile does not have admin rights to certain ad accounts/pages that your team needs to manage via Revealbot, you can ask your team members with such permissions to add their profile as well. In this case, please make sure you invite your team members to join Revealbot first (please see Step 2 below).

    If you connected multiple profiles, you will see the full list of accounts that these profiles have admin rights to. Each account shows which profile is used for integration on the right side.

    If one of your team members is leaving and needs to disconnect their profile, please make sure another profile that has admin rights to the required ad accounts/pages is re-selected for integration before the old one is disconnected:

  4. Apart from ad platfroms, there are plenty of other integrations like Slack, Google Analytics, Hyros, Wicked Reports - and many more. Please make sure you connect everything you need to kick-start your automation journey 🚀 Learn more about other integrations here.

Most importantly, if you have any (any!) issues while setting up integrations, please do not hesitate to reach out to our support team for instant help ⚡️

Step 2: Invite your team members

When running an agency, you may need to add team member like media buyers, creative teams, with different levels of access to specific ad accounts and features. This can be done easily in the Revealbot interface. Lean more here.

  1. First, go to the Settings menu:

  2. Go to Team Members ➡ Invite team members, where you can toggle on the "Limited access" setting if required and select the ad accounts and products this email will have access to:

    After users confirm their email addresses, they will be able to log in to your agency's Revealbot account and work with the products and ad accounts to which they have access to.

For core team members that need to have access to the Billing and Integrations, please keep the "Limited access" option off. You can always come back and edit permissions - make this user an admin or completely remove the email address.

Step 3: Organize folders and rules

Once you start using our core feature, automated rules, you might need to separate your rules by clients, ad accounts, products, brands or teams. There are two instruments that can help you do this - categories and folders 🗂

One way to go about this is to create a category for each client or team, and then set up folders and sub-folders with rules based on their type (budget management, pause/start) or campaign (Black Friday, seasonal promotion, weekend slow-down). This is just one example, you might come up with your own structure, let your creativity fly!🦋

  1. On the rules page, click the "Add category" button and type in the brand name:

  2. To create a new rule for this client, click on the client's name. In the screenshot below, the next rule will be created for Client 1:

  3. After creating the first rule, you will have the option to create a new folder and organize your rules accordingly. To do so, click the "plus folder" symbol in the top right corner and enter the desired folder name in the window that appears.

  4. You can then create subfolders to organize the rules inside the folder. To do this, first create a subfolder using 🗂 button on top right, select it and click on the move option 🔀

    and select the parent folder for this subfolder:

    Next, you can move you rules into subfolder using the same 🔀 button. Here is how the result would look:

Step 4: Add clients

If you would like to keep your clients in the loop and share reports and rule notifications from Revealbot, you can use the "Invite clients" feature. Clients do not have access to your Revealbot account and will only receive and view reports and notifications via email that you choose to share with them.

  1. In the Settings menu go to the "Clients" tab and click "Invite clients" button:

  2. Once it's done, your client will receive an email notification to confirm email address. After that you will be able to set up notifications in reports or rules and include your clients' email.

Step 5: Share reports and rule updates with clients

Set up the reports and rule notification delivery for clients to keep them updated on the progress and share insights on creatives and audiences.

  1. You can share Top Creatives and Top Audiences reports with the clients by clicking the "Share" option at the top of the report page. All the filters applied to the report by you will be saved:

    It is also possible to export the report into a CSV file, please check out this article to learn how this can be done.

  2. Add a client as a notification recipient in Automated Rules under "Notifications" section:

  3. Enable scheduled delivery of Regular Reports to clients:

    Open the report ➡ EditSettings ➡ enable Deliver on Schedule ➡ select the timeslots:

    Select the client from the list under "Delivery method":

This article describes main ways to organize a Revealbot account around your agency structure. However, if you have any specific questions about how to set up your agency account or ideas about optimizing workflows for agencies, do not hesitate to reach out to our team, we will be happy to chat with you! 🙌🏼

Did this answer your question?