How agency accounts work

4 min Agency admins

Research agencies resell SmartSurv to their own clients. Each client of yours is a sub-client with its own surveys, results and billing.

What you will learn

  • Know what a sub-client is
  • Know how the agency’s margin and SmartSurv’s platform fee fit together

An agency is a SmartSurv client that runs surveys for other organisations. Each of those organisations is a sub-client of the agency. The agency’s admins can create sub-clients and switch between them. Each sub-client’s surveys, results, wallet and billing stay separate.

The agency sets a markup: what it adds on top of SmartSurv’s charge when it resells. SmartSurv keeps a platform fee on every partner-run survey, as a share of that markup. The Partners page shows the result month by month.

What you will see

  • An Agency badge on agency clients.
  • Left menu Money → Partners, which other clients don’t have.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.

1 Whose surveys and results does a sub-client’s own staff see?