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Welcome Aboard

Our New Google & Meta Ads Client!

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Welcome Aboard!

Firstly, welcome aboard! We're delighted that you've decided to partner with us, and we look forward to a long and prosperous journey together!

 

Now that the formalities are complete, you will be added to a private Slack channel, where your team and ours can communicate with ease.

Step 1 of 6: Help Us Learn  About Your Brand

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Firstly, please complete the questionnaire  to provide us with some basic details about you, and your brand.

Click on the button below to access the form.

Next up is our Customer Avatar Template.

 

Please download this fillable PDF and take a day or two to complete it.

 

It's incredibly important for us to learn more about your audience, and many of our clients comment how useful it is to have such a document on hand, for their own employees, or vendors they may work with in the future.

Please try your best to complete what you can, thanks!

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Step 2 of 6: Shopify Access

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Next up, we'll need access to your Shopify store.

Please go to Settings > Users & Permissions > Add Staff

Our Details:

Name = Vulcan Digital

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Permissions We'll Need:

  • Home

  • Products

  • Analytics / Reports

  • Customers

  • Marketing

  • Sales Channels

    • Google & YouTube

    • Facebook & Instagram (if applicable)

  • Online Store > Themes > Edit Code

  • Store Settings > Manage Settings

  • App Permissions

    • Manage and Install Apps and Channels

    • Approve App Charges

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Step 3 of 6: Google Ads Account

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Only for clients who are new to Google Ads

If you don't have an existing Google Ads account, you'll need to create one.

Just go to Google Ads, and follow to steps to set up an account. Skip the campaign setup stage, as we'll handle this for you.

Next up, go to your Google Ads Account and copy your account ID number (refer to the image below for where to find this number)

Then drop your Account ID in the box on the right and click 'Submit'

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Look out for the below email notification - we'll need you to accept our request to link our Manager Account to your Google Ads account!

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Step 4 of 6: Google Analytics

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Next up, we'll require access to your Google Analytics account.

(see the guide below)

Admin > Account-Access Management > Add User

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Step 5 of 6: Google Merchant Center

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Next up, we'll require standard access to your Google Merchant Center account.

(see the guide below)

Settings > Account Access > Add User

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Step 6 of 6: Meta Ads Account

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Only for clients who are new to Meta Ads

If you don't have an existing Meta/Facebook Ads account, you'll need to create one.

Please click on the link below to create a Facebook Business Page for your brand.

You will have to grant us access as a partner to your FB Business Manager.

Step 1: Log into Your Facebook Ads Manager

Log into your Facebook Ads Manager account using your credentials.

Step 2: Go to Business Settings

Click the "All Tools" (Three Stacked lines) and click Business Settings. Alternatively click through the link here, "Business Settings".

Step 3: Navigate to Partners

In the left sidebar, find and click on the "Partners" option. This is where you'll manage access to your assets.

Step 4: Add a Partner

Click on the  blue "Add" button to add a new partner to your business account and choose "Give a partner access to your assets".

Step 5: Enter Partner's Business ID

Enter our Business ID: 2115453885352887, in the designated field.

Step 6: Choose Access Level

 

- Select Asset Type

- Select "Jack O´Sullivan"

- Select Full Access Level

Permissions We'll Need "Full Control/Admin Access" to :

  • Pages

  • Ad Accounts

  • Catalogues

  • Apps

  • Pixels

  • Instagram Accounts​​

  • offline events sets

  • Block lists

  • Custom conversions

  • Domains

N.B: Please ensure to toggle on Full Control (Switch will turn blue) on all the above assets.

Step 7: Confirm and Send Invitation

Review the information you've entered and make sure it's accurate. Once you're sure, click the "Send" or "Invite" button to send the access invitation.

And that's it! You've successfully granted access to your Facebook assets within the business manager. If you need more visual guidance, you can watch the video tutorial provided to help you through these steps.

Video Tutorial

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Thank You!

Thank you for working through this process! This will allow our team of experts to create a meaningful marketing strategy for your brand.

If we need anything else from you, we'll message you in Slack.

Likewise, if you have any questions just drop us a message!

Standard turnaround time from access to your account to strategy live is 3-4 days.

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