Agency Help Index (Ad Operations & Client Management)

Agency Help

ReceiptRoller is a unified ad operations platform built for advertising agencies. Manage the ad campaigns of multiple clients in one place, and run retail media and cross-platform advertising efficiently.

From creative management, approval workflows, and reporting to building private deals, you can run your agency's entire operation from a single dashboard.

1. Getting Started

• 1.1 What is the ReceiptRoller Agency solution
• 1.2 What agencies can do
• 1.3 Creating an agency account
• 1.4 Understanding the agency dashboard
• 1.5 Adding agency users

2. Client Management

• 2.1 Registering a client
• 2.2 Managing multiple clients
• 2.3 Setting client permissions
• 2.4 Per-client dashboards
• 2.5 Managing client data

3. Ad Campaign Management

• 3.1 Creating a campaign
• 3.2 Running ads per client
• 3.3 Delivering cross-platform ads
• 3.4 Managing campaign budgets
• 3.5 Editing, pausing, and resuming campaigns

4. Private Deals

• 4.1 What is a private deal
• 4.2 Creating a private deal
• 4.3 Offering a deal to a client
• 4.4 Setting deal conditions
• 4.5 Checking deal performance

5. Creative Management

• 5.1 Centralized management of ad creatives
• 5.2 Using creatives across multiple campaigns
• 5.3 Version control for creatives
• 5.4 Creative approval workflow
• 5.5 Analyzing creative performance

6. Approval Workflow

• 6.1 The client approval process
• 6.2 Creative approval
• 6.3 Campaign approval
• 6.4 Managing approval history

7. Reports and Analytics

• 7.1 Per-client reports
• 7.2 Campaign performance analysis
• 7.3 Measuring ad effectiveness
• 7.4 Sharing reports
• 7.5 Exporting reports

8. Team Management

• 8.1 Managing agency team members
• 8.2 Permissions and access management
• 8.3 In-team collaboration

9. Troubleshooting

• 9.1 A client is not showing up
• 9.2 A campaign is not being delivered
• 9.3 A creative is not getting approved
• 9.4 A report is not showing up
• 9.5 Contacting support