This guide explains how services and their associated details work, and how to make the most of them.
What Are Services and Details?
In Sydnee, a Service is something you offer to your clients, such as "PPC Campaign Management" or "SEO Services." These services are global, meaning they are shared across all your client accounts. Once you add a service, it becomes available for any client.
Details are pieces of information you attach to a service to provide more specific context. For example, a detail for the "PPC Campaign Management" service could be a "Google Tag Manager (GTM) ID."
Key Points:
Services are global and shared across all accounts.
Details are also global, meaning the same set of details is available across all services and accounts.
The values (data) you assign to these details are specific to each client account. This allows you to customize the service for each client.
How It Works
1. Adding a Service
You can create a service in Sydnee that you offer to multiple clients, such as:
PPC Campaign Management
Social Media Marketing
Web Development
Once a service is added, it becomes available across all client accounts.
2. Adding Details to a Service
For each service, you can create details to store additional information about that service. For example:
PPC Campaign Management might have these details:
Google Tag Manager (GTM) ID
Monthly Ad Budget
Campaign Start Date
3. Assigning Data to Details for Each Account
Each client account can have its own data for these details. For example:
Client A (Account 1) - GTM ID:
GTM-12345, Budget:$1000Client B (Account 2) - GTM ID:
GTM-67890, Budget:$1500
This ensures that while the structure of your details remains the same, the data you input can be unique for each client.
What Happens if You Leave a Detail Blank?
If you don't input data for a detail in a specific account, that detail will simply not show up for that client. This helps keep the client's view clean and focused only on relevant information.
For example:
If Client A has a GTM ID but no assigned budget, they will only see the GTM ID.
If Client B has no GTM ID but a budget, they will only see the budget.
Examples of How to Use This Feature
Example 1: Google Tag Manager ID for PPC Services
Service: PPC Campaign Management
Details:
Google Tag Manager ID
Monthly Ad Budget
Account-specific Values:
Client A:
GTM-12345,$1000Client B:
GTM-67890,$1500
Example 2: Hosting Details for Web Development Services
Service: Web Development
Details:
Hosting Provider
Control Panel Login
Account-specific Values:
Client A:
AWS,[email protected]Client B:
GoDaddy,[email protected]
Benefits of This System
Consistency: Services and details are standardized across your accounts, saving time and reducing setup effort.
Customization: Each account gets its own unique data, tailored to their needs.
Simplicity: Blank details are hidden, keeping client views clean and professional.
FAQ
What if I want to add a new detail later?
You can add a new detail to a service at any time. It will be available for all accounts, and you can start adding account-specific data right away.
Do clients see all details by default?
No. Clients only see the details you’ve filled out for their account. Blank details are hidden.
Can I reuse the same service or detail for different accounts?
Yes! That’s the beauty of this system. Services and details are global, but the data is account-specific.
Can I add a link as a value?
Yes! Just add in the URL to the value, your client will see it as a clickable link. If the link is too long we'll shorten it automatically.
By following this system, you can efficiently manage your services while customizing them for each client. If you have further questions, feel free to reach out to our support team!