For agencies
Run SmartSurv for your own clients: sub-clients, the client switcher and partner revenue.
This course is for research agencies that resell SmartSurv. Take For client analysts and For client admins first. Practise on demo.smartsurvafrica.com as admin@adinkrainsights.demo (password demo-password): the demo agency Adinkra Insights has two sub-clients, Kente Telecom and Volta Water Co.
- 1
How agency accounts work
Research agencies resell SmartSurv to their own clients. Each client of yours is a sub-client with its own surveys, results and billing.
4 min - 2
Create sub-clients and use the client switcher
Add a sub-client for each organisation you run surveys for, then switch to it to build and run its surveys.
5 min - 3
Partner revenue
See, per sub-client and month, the completes, SmartSurv’s charge, your resale price and your margin.
4 min - 4
Billing for your agency and sub-clients
Each sub-client has its own billing account. Switch to it to see its plan, invoices and status.
3 min