Use MailChimp for Agencies

Many creative, marketing, and advertising agencies can benefit from MailChimp’s powerful features. If you’re an agency, or you help other companies use MailChimp, check out our agency account management tool. This free tool can help you manage your clients’ accounts and streamline your agency team’s workflow.

In this article, you’ll learn about our account management tool for agencies.

Before You Start

Here are some things to know before you begin this process.

  • To unlock this tool, first turn on agency status in your MailChimp Account Settings.

  • The process in this article should be completed by the Owner or Admin of the agency’s account.

  • Be sure to write down or copy the email address of the Owner or Admin of your client’s MailChimp account. You’ll need it later.

  • To connect additional agency account users to a client account, your account users must have their own logins on your agency account.  

“I’m a Marketing Agency” Status

To take advantage of our agency features, first tell us about your marketing agency status. You can automatically turn on agency status when you sign up for MailChimp through our agency page, or in your existing account.

If you’re already a MailChimp user, follow these steps to turn on agency status.

  1. Navigate to Account Details, and check the I’m a marketing agency box.

  2. Click Save.

Now that you’ve updated your agency status, you’ve unlocked agency account management.

Set Up Agency Account Management

Connect your clients’ MailChimp accounts to your agency login to streamline account management and easily switch between accounts. Then grant client account access to other MailChimp users in your agency.

Here’s how it works.

Add Clients

First, you’ll log into your agency account and request access to your client’s account.

To add a client to your agency account, follow these steps.

  1. On the Account Settings page, click Clients.

     

  2. Click Add A Client.

  3. In the fields provided, input your client’s email address and a message to your client.

  4. Click Send Request.

  5. Repeat Steps 1-4 to link any additional client accounts to your agency account.  

When you send the access request, we’ll email the client on your behalf. After the client approves the request, we’ll send an email to the Owner of your agency account.  

Add More Agency Users to a Client Account

Now that you’re connected to your client account, you can invite additional MailChimp users from your agency account to manage the client account.  

To add another agency user to a client’s account, follow these steps.  

  1. On the Account Settings page, click Clients.

  2. Click the drop-down next to the client account you want to work with, and choose Add a user.

  3. Input your agency colleague’s name, or their MailChimp username.

  4. Click the button next to the account access role you want to assign.  

  5. Click Add User.  

  6. Repeat Steps 1-5 for any other agency account users you want to add to the client account.  

Manage Multiple Clients

Now your agency and client account logins are linked, so you can move back and forth between them to manage both accounts.

The next time you log in to MailChimp, we'll ask you which account you want to access.

After you log in to either the client or agency account, you'll be able to switch between them. Click your profile name, choose Switch Account, and then click the name of the account you want to access.

Next Steps

After your agency account is set up, explore how these MailChimp features can build success for your clients.  

Automation

Facebook Ad Campaigns

Abandoned Cart

Predicted Demographics  

Product Recommendations

Mobile Account Management

Free Self-Service Support

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