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Today we released a new feature to make client reporting easier. We’ve added the ability to create read-only users on your team, giving your clients access to Perfect Audience campaign dashboards across your site without giving them the ability to make changes. This gives your clients insight into campaign performance without being overwhelmed with all of the campaign details we make available to regular users. Below is an example of the new feature in action.

You can access the Client feature under the “Manage” drop down:

clients_view

 

Existing clients are listed, and new clients can be easily invited:

clients_list
Once an invitation is accepted, your client will be able to see a minimal version of the dashboard across all campaigns associated with your site. You can invite any number of clients to each site.

One additional feature that is available only to Clients is the ability to email the entire team managing the site by clicking one button: “Email Account Team”.

client_email_team

 

We’ve released this new feature with minimal functionality, but would like your feedback on ways we can improve the experience for your clients. You can email us at support@perfectaudience.com.

We look forward to your suggestions. Happy retargeting!

Brian Cary

Brian Cary is an engineer at Perfect Audience. He enjoys running, making fresh juice, playing musical instruments, and working on his photography portfolio in addition to building software for the web.

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  • Samir Soriano

    Good work, B!

  • A-Flex

    Go B!

  • B-Flex

    LOL

  • B-Flex

    I didn’t know making juice is a hobby.

  • Tracy Corbett

    It would be perfect if there were an option to give clients the ability to set up direct billing for themselves. This is the main missing feature for us as an agency that does not bill clients for ad spend, but rather always sets up direct client billing with their credit cards.

  • bflora

    Hi, Tracy,

    That’s definitely on our roadmap!