Steps to Setup/Add Client Accounts on Popular Self Serve Digital Platforms

Google & Facebook

Google Ads

1. Sign in to Google Ads Manager AccountHow to sign in to Google AdsAdd a new Google Ad Account2. If the Client doesn’t have an account already

a.  Click on Create New Account

b. Select the account you want to create: Google Ads account.

c. Fill in the details like Name, Type, Country, Time Zone, Currency.

d. You can also add the client by sending an invite to them.

Create a new Google Ad Account

3. If the Client already has an ad account

a. Click Link existing account.

b. Enter the Google Ads account’s Customer ID number.

c. Click Send invitation.

d. Users who have administrative access to the invited accounts would get notifications and email requests to accept the invitation.

Link exisiting Google Ad account to your manager account

Facebook Ads

1. Sign in to your Facebook account and open your Business Manager.

a. Go to the Business Settings

Facebook Business Settings

2. If the Client doesn’t have an account already

a. Get access to the client’s Facebook Page on your personal account (create a business page if not existing).

b. Go to Business Settings, select Ad Accounts from the menu on the left

c. Click on the Add Account.

d. From the dropdown, select Add Account

e. Fill in the ad account name, time zone, currency and payment method.

f. Who will use the ad account- Link the Facebook Business Page.

e. Assign Access to People.

f. The account is ready to be used.

Create Facebook Ad Account

3. If the Client already has an ad account

a. Get access to the client’s Facebook Page on your personal account (create a business page if not existing).

b. Get the ad account id from your client.

c. Go to Business Settings, select Ad Accounts from the menu on the left

d. From the dropdown, select “Request Access to an Ad Account”

e. Facebook would ask you to select the primary page. Select the client page.

f. Facebook would ask you to enter the ad account id. Enter the client ad account id.

g. On confirming, request would be sent to the client.

h. Once the client ad account owner grants access to you, you would be able to use the account.

Requesting access to FB ad accounts

Requesting access to FB ad accounts

Requesting access to FB ad accounts

Requesting access to FB ad accounts

LinkedIn Ad Account

1. Login to LinkedIn

a. Click on Work on the top right corner of the screen.

b. From the dropdown, select Advertise.

Create a new Campaign Manager in LinkedIn

2. If the Client doesn’t have an account already

a.  In your Campaign Manager, click on Create Account.

b. Fill details like Account, Currency, and LinkedIn Page.

Creating a LinkedIn Campaign Manager

Creating LinkedIn Campaign Manager

3. If the Client already has an ad account

a. Request your client to grant access to their LinkedIn Ad Account. Here’s how they can do it:

i. Go to the Campaign Manager.

ii. Select your LinkedIn Ad Account.

iii. Go to the top right corner of the page and click on the Settings icon.

iv. From the drop-down, select Manage Access.

v. On the popup screen, click on the right top corner to edit permissions

vi. On the left top corner, click on Add User to Account +

vii. Grant access to the agency partner.

Manage Users on LinkedIn

Manage Users on LinkedIn

 

 

 

 

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