About Agency
Overview
Agency is a legacy plan. In other words, it's no longer available to purchase. If you were previously an Agency subscriber, you can continue enjoying its features. We'll take a closer look at Agency features in this article. Please see our article about available plans for more information about plan changes.
If you are looking for more collaboration features, check out our Enterprise plan.
Support for Multiple Workspaces
Are you designing an email promotion for a client? Or are you designing transactional emails for your e-commerce business unit? Assign Folders to Workspaces to better manage your design creation workflow. You can connect each workspace to their own Mailchimp, HubSpot, SendGrid, etc. account. This can help to create efficiency in your export workflow.
User Access Permissions
Do you need to temporarily employ a freelancer to help with an email project for a customer? You can easily grant and remove permissions to access a workspace. You can also leverage user roles to decide who can do what in each workspace. For example, restrict access to locked content directly within the BEE builder.
Workspace Style and Settings
For each workspace, you can define:
- custom templates
- whether to show default templates
- frequently-used merge tags and special links
- workspace styles
- default fonts
- custom fonts
- users
- connectors to other applications
- and more. See Using worskspaces in BEE Pro.
Workspace settings are automatically loaded inside the BEE builder for that workspace. This enables you to restrict your users to certain styles, such as fonts and templates.
Learn more about how to use workspaces in BEE Pro Agency.
Add comments and mentions to your designs
The commenting feature allows you to add a comment to content blocks and rows. You can also add a tag with your colleagues' names. They will receive a notification in their email inbox. Users can also check notifications in the dedicated notifications center.
Downgrading legacy Agency plans
If you wish to downgrade to Team or Free, then you will most likely need to consolidate your assets. This means you will need to change how your designs are organized.
Consolidation may look different depending on the plan types that you've chosen. As a result, we've compiled some frequently asked questions that we see on this topic.
If you have any questions about this, we strongly suggest contacting the BEE Customer Experience team by clicking the link at the bottom of this article.
What do I need to do to consolidate my assets?
The downgrade feature will perform consolidation for you. However, you can always consolidate according to your preferences before requesting the downgrade.
Consolidation options are only triggered if the system sees something outside of policy. Keep in mind that even empty workspaces or folders will trigger consolidation!
Changing to Team? You're going to lose access to multiple workspaces. You can use the copy folder feature to move the assets you want to keep to a single workspace. You'll need to delete any workspaces before downgrading.
Changing to Free? The Free plan just allows you to maintain 10 designs in a single folder. To manage which designs you want to keep, delete any that you no longer need.
How will the downgrade impact my additional users?
This depends on the type of downgrade you are performing.
If you are downgrading to the Team plan, you can keep all your users. However, only two users are included in the cost of a Team plan.
If you are downgrading to the Free, you will keep your users, but they will all be given the Admin role.
If you have any questions, feel free to contact us.
Comments
8 comments
When will the agency version be available? I asked this on a much older thread but I am trying to see if this email solution would be a good one for our team of 5 email specialists. We need to be able to drag and drop already designed customized footers, headers, etc. into in-house designed email templates. Do any of the versions allow for custom created content/components that can be shared across team and dropped in similar to the content portion of the tool?
Also, would we have the ability to have a designer create templates in the builder tool then the EMS import that code for easy changes?
Hi Stephanie, BEE Pro Agency is scheduled to launch mid-September.
Your team will be able to create custom templates, but the feature to drag-n-drop pre-built structures (footers, headers, etc.) wont be available at launch.
This feature that we call "partials" is going to be available in BEE Plugin for developers and SaaS companies, but isn't scheduled for BEE Pro Agency in our current roadmap.
Hi Sergio - Can the custom templates currently be created and saved using BEE Plugin? Also, when will the partials feature be available in BEE Plugin?
Hi Stephanie,
I just wanted to quickly clarify the difference between BEE Pro and BEE Plugin. BEE Plugin allows software companies to take the BEE editor and embed it in their software. If you are a software developer, you use BEE Plugin to add a great drag-n-drop editor to your product.
So the answer to your question is "yes": once you have integrated BEE into your software application using our embeddable plugin, you can certainly let users of your application save email templates with the editor.
If you are not a software developer, then BEE Plugin is not the right product for you and BEE Pro is indeed the way to go.
Now, once "Partials" ( = using & saving pieces of content) as a feature has been added to the editor, then every application that uses the editor - including BEE Pro - can make use of it. The feature will allow a BEE Pro user to save a footer and re-use it in another message, for example.
As Sergio mentioned above, it will take a bit of time for BEE Pro to take advantage of "partials", simply because - once the feature is ready for all applications that use BEE, including BEE Pro - the team in our company that works on BEE Pro will have to integrate it into the BEE Pro application (e.g. saving those "partials" somewhere, etc.). Probably something that will come to BEE Pro toward the end of the year or beginning of 2018.
We hope this helps clarify things!
Just curious if the Agency version has launched yet -- if not, what the new launch timing is.
We're getting there! We hope to ship by mid October and present it at ADOBE MAX 2017, where we will have a booth (booth #285, https://max.adobe.com/).
Would it be possible to chat with someone there regarding the agency model more in depth? Our team is trying to determine which model (Agency or Team) would work better for our needs and if it makes sense to wait for Agency to be released.
Hi Stephanie, yes, we can gladly schedule a demo sometime next week. I've opened a separate customer support ticket to continue the conversation.
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