Set up a client's voice with them
On the Agency plan, client setup is how you get what Buzz needs to sound like a client: their stories, the posts they like, what they sell and how they want to sound on each platform.
You pick the parts and who fills each one in. A part you keep opens the Hive's own editor. A part you send becomes a tab in your client's portal, under your agency's name.
Nothing your client writes is used for a post until you accept it. You can leave single answers out, and declining a part changes nothing.
Start a client setup
A setup belongs to one brand, and a brand is a social set. What your client answers goes into the Hive profile that brand writes as.
1. Press the set's name in the top bar, then Manage social sets, and pick the brand.
2. Open Client, find Client setup and press Set up this client.
3. Tick what you want to add. For each part, pick My client or Me.
4. Press Send to my client. If every part is yours, the button says Save.
You can start the same way from the Hive profile's own page, under From your client, with Ask your client.
Note: Sending a part to your client needs the brand's client portal switched on, with your client under People who can open it. Each of them gets an email from your agency with a button to the questions, which show in their portal as a tab called Your brand.
What you can ask for
- The basics: what they do, who it's for and how posts should feel.
- Stories: seven questions on how it started and the customers they remember. Your client can type or speak their answers.
- Posts they like: up to 10 posts that sound the way they want to sound.
- Words and links: words to keep out, a link posts should send people to, and hashtags.
- What they sell: products or services by name, with a sentence each.
- Platform voice: where they post, and the tone they want on each platform.
A part you keep for yourself is listed under Yours to fill in, in the brand's Client section and on the Hive profile's page. Each one opens the editor it belongs to.
Note: Your client can't send photos or files through the setup. Product photos are yours to add on the Hive profile's page.
What your client sees
1. They get an email with your agency's name as the sender, and press Answer the questions.
2. They sign in to the portal with a code to their email, as always.
3. The first tab is Your brand, with the parts you asked for.
4. Each part is a few short screens with one question each. Their answers are saved as they go, so they can stop and come back.
5. When they're done, they press Send. After that, changes go through you.
The page carries your agency's name and nothing of Buzzmark's. Your client sees only their own answers: nothing from the Hive profile, your other brands or your team.
Review the answers
When your client sends their answers you get a notification, and the brand's Client section says Your client's answers are in. Press Review answers to open the Hive profile's page at From your client.
1. Read a part. Press the cross beside an answer to leave it out.
2. Press Accept to add what is left to the Hive profile, or Decline to leave the Hive profile as it is.
3. For Stories, press Read the answers with Buzz. Buzz picks out the stories, opinions and phrases, and you choose what to keep before anything is saved.
4. For Platform voice, press Try it on a post for each platform. Buzz rewrites one of the brand's posts in that tone, and you approve it.
The basics shows what the Hive profile says now beside what your client wrote, because accepting replaces it. Every other part adds to what the Hive profile already has.
When every part has an answer from you, the setup is done and your client's answers are deleted. What you accepted stays in the Hive profile.
Stop a setup
In the brand's Client section, press Stop this setup, then Stop and delete answers. The tab leaves your client's portal and what they wrote so far is deleted. Nothing in the Hive profile changes.
Questions
Can my client change the Hive profile themselves?
No. Their answers wait for you, and only what you accept reaches the Hive profile.
Does my client need a Buzzmark account?
No. They answer in the portal, which they open with a code to the email you added for them.
Can I fill in everything myself?
Yes. Pick Me for every part and press Save. The list stays in the brand's Client section and on the Hive profile's page until you clear it.
Which plan has client setup?
Agency. On other plans the Client setup block shows what it does, with See plans. See Plans and usage.
Can two people at my client answer?
Yes. Everyone you let in to the portal sees the same answers and can continue where the other stopped.
Where to next
- Client portal
On the Agency plan, each brand can have a client portal: one address where your client sees the posts you switch on, approves them or asks for changes, and reads how their posts did.
- Hive profiles
A Hive profile is everything Buzz knows about one brand: its voice, colours, fonts, products, audience and the posts that sound like it.
- Client review links
On the Scale and Agency plans, an owner or editor makes a review link for up to 30 posts of one brand and sends it to the client.
- Plans and usage
Buzzmark has 4 plans, Growth, Reach, Scale and Agency, which differ in how many brands, accounts and seats you get and how much Buzz, the writer inside Buzzmark, writes for you each month.