FAQs
What is the difference between a direct and agency Campaign Monitor account?
The type of Campaign Monitor account your organisation uses affects how you connect it to Salesforce, particularly when it comes to managing clients and user access. Most organisations use a direct account, but if you work with a marketing agency or a large enterprise setup, you may be using an agency account.
The Solution
Direct accounts are the most common. Your Campaign Monitor account has a single client, and you manage users and permissions within that client. You can link one or more Campaign Monitor users to Salesforce users to control what people can do.
Agency accounts have a parent Campaign Monitor client with one or more sub-clients beneath it. This structure suits marketing agencies managing multiple brands, or large companies with separate business units. In Salesforce, you can connect multiple Campaign Monitor clients and control which Salesforce users have access to which client.
In both cases, you can create a single Campaign Monitor user with full, standard, or custom permissions and link it to as many Salesforce users as needed. This keeps your Campaign Monitor user management simple while still giving you fine-grained control over what each Salesforce user can see and do.
