Work with clients
- How to register a new client
- How to grant a client access to viewing campaigns and their statistics
- How to recover access to the client's login
- How to enable clients to see the agency's contact details in the interface
- How to change the notification email address
- How to set up SMS notifications for the client's account
How to register a new client
Create a new account for each new client. Please be aware that the Yandex Advertising Rules prohibit different clients from advertising under the same login.
At the bottom of the My clients page, click Registering a new user in the Client management section.
Fill out the registration form. In the First name field, enter the agency's name; in the Last name field, enter the client's name. Then come up with a login for the client. We recommend filling in all the form's fields.
Click Register.
In the Create client window, fill out the form:
- Name: Specify your client's company name.
- Currency: This field contains the value you selected when you registered with Yandex Direct.
- WEB: Specify the client's advertised website.
- Email: Specify the client's email address where they will receive the campaign updates.
- Type of organization: Choose a value from the list and then fill out the additional field.
Click Save.
This data will be shown on the My clients page. You can change this data on the User settings and Edit client pages.
Once the registration is complete, the representative should provide the login and password to the client. That account belongs expressly to the client.
However, once the account is created, its registration isn't complete yet. When the client logs in to the new account for the first time, they are required to fill out a form to complete the registration: change the initial password to their preferred one and provide their phone number or security question for password recovery.
How to grant a client access to viewing campaigns and their statistics
If requested by the client, the agency must grant them access to manage their advertising campaigns and view performance data:
On the My clients page, click Edit to the right of the relevant client login.
In the Additional rights settings group, select the edit campaign option. To enable clients to upload campaigns in XLS/XLSX format, select that option.
How to recover access to the client's login
You can reset the login's password using the standard recovery procedure.
If you couldn't recover access:
Create a new Yandex ID. The login shouldn't be used for accessing Yandex commercial services (don't make it the agency's client or create ad campaigns for it).
Send a request to change the representative using the Agency employees feedback form. On the page, proceed to the section . Fill out the form:
In the What is your question about field, select Working with a specific client.
Enter the agency's login and the old client login you've lost access to.
In the Message subject field, select Access questions (new representative for the client).
Specify the new client login and level of access (Full access or Read only).
Select the option New login has not been previously used in Yandex commercial services. If needed, select the option Assign the new login as the client's chief representative.
How to enable clients to see the agency's contact details in the interface
If you want your clients to view your agency's contact details in the Yandex Direct interface:
Go to the page.
Check the Display contacts in the client interface option.
Now, when clients click on the agency name, they'll see your phone number and email. The representative's contacts for a specific client will appear under the agency's contacts.
How to change the notification email address
To change the notification email address for a single campaign:
On the Campaigns page of the selected client, click Edit under the name of the required campaign.
At the bottom of the campaign settings, click . In the pop-up window, add a new email address.
To change the notification email address for all client's campaigns:
On the Campaigns page of the selected client, navigate to User settings.
- In the Contact email field, enter the required email address.
All notifications are carbon copied to the email address specified during the registration of the chief representative in Yandex Direct. To change this address, provide the new email address to your personal manager in the Department of Advertising Agencies at Yandex.
How to set up SMS notifications for the client's account
Before setting up SMS notifications, make sure that the client's account includes a phone number.
To add a phone number for a client:
Log in to Yandex Direct using the client's login.
On the My campaigns page, click on the client's login in the left menu and go to My settings.
In the Phone field, select the required number. How to link a phone number to a login
Now you can set up SMS notifications:
On the My сlients page, go to the campaigns page for the client.
In the left menu, click on the client's login and go to User settings.
In the SMS notifications field, click Configure. Specify the client's phone number to receive notifications and set the times for their delivery. Click Save.
Have questions?
