Resource Types Available in the Portal

This article details the various types of documents and resources available within the Portal to help you troubleshoot Microsoft Advertising account issues and build future-proofed campaign strategies.

Available resources include:

Documentation direct from Microsoft, including product guides, market updates, and seasonal insights
Quarterly guides and whitepapers created by ClickTech for our partners
Support one-pagers to troubleshoot common issues and explain Microsoft features
Recordings of ClickTech and Microsoft hosted webinars
Microsoft Advertising insights for various industries

Resources are organised through themed tags as well as being mapped to various Support Ticket types. Filter resources based on tags such as ‘Best Practice & Setup’ or ‘Retail & Shopping’, or use keyword search to find resources that match your required topic.

Microsoft Advertising Guides

Microsoft documentation provides detailed information on Microsoft Advertising features, market positioning, and upcoming releases. These resources have been sourced through a range of means, either proactively or in response to questions from the ClickTech team. Those provided reactively have either been requested by the ClickTech team to share with Partners, or provided to Partner Support in the processes of troubleshooting queries. Microsoft Guides include:

Product guides detailing step-by-step setup instructions for various campaign features
Development roadmaps including recent releases and upcoming pilots and betas
Thought leadership content presenting the Microsoft Advertising perspective on AI and other topical themes
Seasonal resources for holidays and events such as Black Friday and Valentine’s Day

Microsoft Guides are rarely publicly available so are a great source of exclusive specialist content to inform campaign planning and testing.

ClickTech Guides

We create and release quarterly guides containing topical information to keep you informed and empowered. ClickTech Guides cover topics such as:

Annual planning considerations and testing roadmap recommendations
Multi-channel planning and strategy approaches
Best practice guides for Performance Max campaigns on Microsoft Advertising
Advice for retailers hoping to make the most of the Black Friday peak

ClickTech Guide releases are often accompanied by a webinar where one of our digital specialists chats through the guide and answers any questions from Partners. ClickTech Guides support Partners in quarterly planning and approach so are particularly helpful if you’re looking for new ideas for your campaigns, or need insights into seasonal events of the upcoming months.

Support Guides

Support Guides are concise, often bullet-pointed documents that we at ClickTech have created to explain particular campaign features or provide advice to help you troubleshoot issues ahead of raising a support ticket. Locate the required Support Guide within a Support Ticket type, or in the Resources section within its respective tag topic. We’ve created Support Guides for a range of common queries including:

Monthly invoicing applications
Completing Advertiser Identity Verification
Troubleshooting campaign delivery issues
UET and Consent Mode configuration

We create Support Guides based on frequently asked questions, so we recommend reviewing these guides if you’re having issues with a particular element of your campaign, as a range of issues can often be solved within the Microsoft Advertising UI.

Webinar Recordings

We know that everyone likes to learn differently, so as well as releasing written documentation, we host topical webinars and make the recordings available to all of our Partners through the Portal for those who can’t make the live session. We facilitate a range of webinars with various hosts and topics:

Exclusive sessions run by the Microsoft team themselves to give our Partners an early look at new features and trends direct from Microsoft Advertising. These sessions are valuable for all of our partners, and are particularly helpful for those shaping marketing plans and strategic direction such as personalisation and AI.
In-depth practitioner sessions to support optimisations in Shopping campaigns, Performance Max configuration, and other ‘hands-on’ account elements. Ideal for Account Managers looking for best practice advice for campaigns.
Learning & Development sessions from the Partner Support team, highlighting themes and trends that marketers should be taking advantage of. Junior and experienced partners alike benefit from these sessions to consider a more diverse range of approaches and find new ideas.

Microsoft Advertising Insights

Each time we request industry insights from Microsoft we make the resulting documentation available to all Partners to help inform planning and reporting. Microsoft Advertising Insights include a wealth of data and reference points for advertisers hoping to benchmark performance against the broader vertical in a given region. Insights documents include market context such as:

Year on year search volume and click trends
Industry CTR and CPC trends over the past six months
Week on Week trends for the past two years
Device usage and query category data

Industry Insights can help to build rationale for channel and budget planning as well as providing broader market context for recent performance. If you can’t find Insights that suit your industry or region through the Portal, please raise a request to have these sourced for you.

You may also find these related articles helpful:

Getting Started with the ClickTech Partner Portal
Support Request Types Explained
Understanding User Roles and Access