Marketing Agency 360 is the version of Upcycle built for marketing and advertising companies. You choose it during setup, on the step that asks for the industry you work in. It arranges the workspace around clients, their projects and the monthly work you deliver to them.
Steps
- During setup, choose Marketing Agency 360 on the industry step and continue.
- Start with Clients: add the companies you serve.
- Open Projects and create a project for each client. The project holds the tasks, the files and the marketing tools for that client.
- Use Tasks to see what is due for you and for the team.
- Open More, then Show the full menu, when you are ready for the other areas.
Good to know
- In the first days the side menu shows only Dashboard, Clients, Projects and Tasks, so you can get a first result quickly. The other areas wait under More. The full menu appears by itself once you have your own client and task, or after two weeks.
- The main areas of the full menu are Sales (leads, deals and quotes), Marketing (campaigns, contacts and platform connections), Accounting and Human resources. More also holds Messages, Mail, Files and Reports.
- Monthly contracts with clients are called retainers. You find them under Operations.
- The social media, search and advertising tools inside a project (Social OS, SEO OS and Performance OS) and client approvals need the Professional plan.
- Accounting, operations and the client portal start on the Starter plan. See the plans page for what each plan includes.
- An admin can make the menus shorter or longer to match the team under Settings, then Agency size.
- Analytics is shown to admins only.