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Enhancing Collaboration with Marketing Agencies through Crystal Ball

Collaborating with an external marketing agency can greatly amplify the impact of your company's online marketing efforts. To ensure seamless integration, effective tracking, and transparent performance evaluation, providing the agency with access to your Crystal Ball account is essential. In this blog, we will delve deeper into the benefits of granting Crystal Ball access to your marketing agency. We will also explore a practical use case of how Crystal Ball empowers you to track and evaluate the performance of a marketing agency managing your paid campaigns.

Benefits of Providing Access to Crystal Ball:

  1. Streamlined Collaboration: Granting your marketing agency access to Crystal Ball promotes a unified workflow and seamless collaboration. The agency can directly input their marketing activities, making it easier for both parties to align strategies, exchange insights, and track progress.

  2. Real-Time Tracking and Analysis: By allowing your marketing agency to add their campaigns and associated metrics in Crystal Ball, you gain real-time visibility into the performance of your paid campaigns. This enables you to monitor key metrics such as impressions, clicks, conversions, and cost-per-acquisition (CPA) to assess campaign effectiveness and make informed decisions.

  3. Performance Evaluation and Optimization: Crystal Ball provides a transparent platform for evaluating the impact of your marketing agency's paid campaigns. With comprehensive data and annotations in one place, you can conduct in-depth analyses, identify successful tactics, and collaborate with the agency to optimize campaign strategies for better results.

Practical Use Case: Tracking and Evaluating a Marketing Agency's Paid Campaigns

Let's consider a scenario where you have partnered with an external marketing agency to manage your paid advertising campaigns. Here's how Crystal Ball can help track and evaluate their performance:

  • Campaign Setup: The marketing agency sets up paid campaigns across various platforms, such as Google Ads and social media channels. They integrate Crystal Ball with these platforms to automatically import campaign data.

  • Annotation and Analysis: As the agency runs the paid campaigns, they add annotations in Crystal Ball to highlight important milestones, changes, or insights. For instance, they may annotate the launch of a new ad group, A/B testing variations, or optimization efforts.

  • Data Integration: Crystal Ball pulls data from the connected advertising platforms, aggregating and visualizing the campaign metrics in intuitive charts and graphs. You can monitor key metrics such as impressions, clicks, conversions, and return on ad spend (ROAS) in real-time. (You can also use your GA4 reports together with Crystal Ball Chrome extension to view all the annotations on top of your GA4 reports).

  • Performance Evaluation: With Crystal Ball's data-driven insights and historical campaign data, you can evaluate the success of the marketing agency's paid campaigns. Identify trends, spot areas for improvement, and work together with the agency to refine targeting, ad creatives, and bidding strategies.

Adding a Marketing Agency through Manage Team:

  1. Login to Crystal Ball: Log in to your Crystal Ball account using your credentials.

  2. Navigate to Manage Team: Locate the "Manage Team" section within the settings menu.

  3. Add a New Member: Click on the "Add User" button and enter the email address associated with the marketing agency's account.

  4. Set Permissions: Assign appropriate permissions to the agency, allowing them to add annotations and contribute to your marketing activities. Ensure you grant access only to the necessary Google Analytics properties.

  5. Send Invitation: Send the invitation to the marketing agency by clicking the "Save & Send Invitation" button. The agency will receive an email notification with instructions on how to access your Crystal Ball account.

Maintaining Data and Annotations History:

Crystal Ball ensures that you can maintain a comprehensive history of agency actions, even if you decide to replace the marketing agency in the future. If you need to revoke their access, you can remove their team member account while preserving all the data and annotations they contributed. This feature allows you to retain valuable insights and maintain a complete record of the marketing agency's activities during their collaboration with your company.


By providing your marketing agency with access to your Crystal Ball account, you unlock the power of streamlined collaboration, real-time tracking, and transparent performance evaluation. Crystal Ball enables you to effectively monitor and optimize your marketing agency's efforts, ensuring that your paid campaigns generate maximum impact and return on investment (ROI). Embrace the potential of Crystal Ball today and elevate your partnership with external marketing agencies to new heights of success.

Start harnessing the benefits of Crystal Ball now, and empower your marketing agency to deliver exceptional results for your paid campaigns.

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