Facebook and Instagram

Adding a Partner in Facebook Business Manager

  1. Ensure you have a Facebook Business Manager account. If not, you will need to create one.
  2. Create a Facebook Ad account if you don't already have one and add a payment method.
  3. Go to Business Settings > Users > Partners, and click the + Add button to “Give a partner access to your assets”
  4. Copy and paste the following partner ID - 1225643050805961 - into the New Partner popup.
  5. Next, assign Click Digital Advertising access to the following assets: Page, Ad Account, Catalog (ecommerce only), Domain, Pixel, and Instagram Account.
  6. Important Note: You must grant us Admin-level access to all of the above assets.

Google Analytics (GA4)

✋🏼 First: Check to see if you already have a Google Analytics account by visiting analytics.google.com and attempting to login with your business email account.

A) If no account exists, please contact us.

B) If an account exists, follow the steps below.

  1. Log into your Google Analytics account
  2. Click on the Admin menu option in the lower left corner of your screen
  3. In the first column -- Account Settings -- click on the Account User Management option
  4. On the Account Permissions screen, click on the blue add user icon.
  5. Select "Add User" from the dropdown
  6. Type in "doug@clickdigitalads.com" and hit <Enter> and then type in "shobu@clickdigitalads.com" and hit <Enter>
  7. Then check off the Edit, Collaborate, and Read & Analyze permissions
  8. Click the blue <Add> button at the upper right corner of the screen

Setting up Google Analytics for Shopify? Click here!

Shopify

Good news! Since we're Shopify Partners, we can invite your account directly. No need to take any action at this time. We'll let you know if we need any help!

Google Merchant Center

✋🏼 First: Check to see if you already have a Google Merchant Center Account here. Please be sure to try to log in with your admin-level credentials.If you do not. Do not create one. We will create one on your behalf.

If you do,

  1. Locate the 10-digit Google Merchant Center ID in the top nav bar
  2. Enter that ID along with the additional fields via the provided form below. Submit.
  3. Thank you! We will contact Google, and they will send you an email with an authorization request. Once approved, we should have the access we need.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Please try again or contact info@clickdigitalads.com for support.

Google Tag Manager

Adding Users to Your Google Tag Manager

  1. Log into your Google Tag Manager account
  2. Click on the Admin menu option in the upper left corner of your screen
  3. In the first column click on the User Management link
  4. On the Account Permissions screen, click on the blue add user icon (upper right corner.)
  5. Select "Add Users" from the dropdown
  6. Type in "doug@clickdigitalads.com" and hit <Enter> and then type in "shobu@clickdigitalads.com" and hit <Enter>
  7. Then click the "Set all" link listed on the line called Container permissions.
  8. On the Set all container permissions screen, click on the Publish checkbox under the column labeled Direct.
  9. Click the blue <Done> button in the upper right corner of the screen
  10. Click the blue <Invite> button in the upper right corner of the screen  

Klaviyo

Adding Users to Your Klaviyo Account

  1. Click into the account dropdown in the upper right of your screen
  2. Click Settings > Users
  3. Click Add New User
  4. Add shobu@clickdigitalads.com and doug@clickdigitalads.com with the user role set to "Admin"

TikTok

To create a new TikTok Business Center account, follow these steps:

  • Visit https://ads.tiktok.com/i18n/signup/
  • Click on the large <Sign Up> button in the upper right hand corner of the screen
  • On the Sign Up screen, input your email and a password to create a New account
  • After a CAPTCHA, you will be asked to fill in Business Info.
  • Input a Business Center Name and your Time Zone
  • Then input Business Info including Business Type (select Advertiser), Company Name, and Company URL
  • Then set up Billing Info: Country, Currency, Billing Address, Primary Contact Name, Email and Phone (10 digit phone with no hyphens)
  • Then choose your Payment Method (select Automatic Payments which will require adding a form of payment such as a credit card)
  • Click on the <Create> button and you will have access to your TikTok Business Center

To Create an advertiser account, follow these steps:

  • Under the Assets menu on the left side of the screen, select "Advertiser accounts"
  • The main display will now show a screen to Add an advertiser account and you will click on the <Create New> button
  • Input your Country of Registration, Company Name (TikTok will search for your company name using public sources) and your Company Website.
  • If TikTok has found your actual company then click <Next>
  • Input your Industry and Industry Specialty, your Ad Account Name (we recommend using your Company Name), Account Time Zone and Billing Address.
  • Click <Submit> and you will have an ad account linked to your Business Center.

Finally, to add Click Digital as an agency partner, follow these steps:

  • Under the Users menu on the left side, click on Partners
  • Click the <Add partner> button in the main display
  • Input our partner ID as: 6876106326624174081
  • Click <Next> to complete the linking.

YouTube

Linking a YouTube Account

  • On YouTube, sign in as the owner of the Brand Account.
  • In the top right, click the account icon and select the channel you want to manage.
  • Go to the channel's account settings by clicking the channel icon > then Settings or settings icon .
  • Click Add or remove managers. You'll be redirected to the "Brand Account details" page.
  • Click Manage permissions. You'll see a list of people who can manage the account.
  • To invite new people, choose "Invite new users."
  • Enter their email addresses (doug@clickdigitalads.com and shobu@clickdigitalads.com)
  • Below their names, choose their role:
  • Owners can take the most actions, and they control who manages the account. An account must have one primary owner. Note: Owners can take full actions on the channel, including deleting the channel, removing other owners, and designating others as either owners or managers.
  • Managers can use Google services that support Brand Accounts, like share photos on Google Photos or post videos on YouTube.

Note that communications managers don't have access to YouTube channels. Learn more about roles for Brand Accounts.

Microsoft (Bing)

Linking an Existing Bing Ads Account

  • Sign in to your Bing Ads account.
  • Retrieve your account number (which is different than the customer ID or account ID). Account numbers are an eight-digit mix of numbers and letters. To find your account number: Click the gear icon > Accounts & Billing.
  • Do one of the following:
    - If you have a single account, the account number is shown on the Accounts tab in the Account section.
    - If you have more than one account, see the Account number column in the table.
  • When we request permission to manage your Bing Ads account, you will receive an email from Bing Ads.
  • Click the gear icon, and then click Accounts & Billing.
  • Click the Requests tab, and then click Receive.
  • Click Accept request under Actions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Please try again or contact info@clickdigitalads.com for support.

Twitter (X)

Adding Users to Your Twitter Account

  1. Log into your corporate Twitter account using the company twitter handle and password
  2. Select Twitter Ads from the dropdown menu of account options
  3. If given the choice, choose the Go to Twitter Ads button and NOT the "Go to Promote Mode" button
  4. In your Twitter Ads account > dropdown under your account name in the top nav bar > Edit access to account
  5. Click the Add Access button
  6. Input @clickdigitalnow as the new user and choose Ad manager as the access level.
  7. Select the checkbox that says Can compose promotable tweets so we can write Twitter posts for use in ad campaigns only.
  8. Save the changes and we will be notified.

LinkedIn

Adding Users to Your LinkedIn Account

  1. Log into your personal LinkedIn account
  2. Click on the Advertise menu option in the top nav bar
  3. On the "Advertise on LinkedIn" welcome screen, click on the Create Ad button in the top right corner
  4. If you have access to the company LinkedIn ads account then you will be taken to the main dashboard; otherwise, you will either need to request access from the account owner or, if there is no account, create a New Linkedin ads account
  5. On the main LinkedIn ads dashboard, click the Options menu icon in the top nav bar and select Manage Access from the drop-down menu.
  6. Click the Edit link in the User Permissions popup > Add user to account +
  7. Input "Doug Herman" and select his name from the drop-down menu selection
  8. Change the Permissions level from Viewer to Campaign Manager and click Save changes
  9. Repeat Step 7 above for user "Shobu Filho" with the appropriate permissions.

Amazon

Adding Users to Your Amazon Marketing Services Account

  1. Log into your Amazon Marketing Services account (credentials must be from Admin-level user)
  2. Select Manage Users from the dropdown menu under account name
  3. Under the User Management tab, select Invite a New User and add doug@clickdigitalads.com and shobu@clickdigitalads.com
  4. We will receive an email inviting us to accept the invitation granting access to the account

Adding Users To Your Amazon Vendor Or Seller Central Accounts

  1. Log into your Amazon Vendor Central or Amazon Seller Central account (credentials must be from Admin-level user)
  2. Under the Settings tab > Manage Permissions > Invite a New User > add doug@clickdigitalads.com and shobu@clickdigitalads.com
  3. Under the “Roles and permissions” section, please enable “Promotions and Marketing” and “Financial Reports”

Snapchat

Adding Users to Your Snapchat Ads Account

  1. If you have yet to create a Snapchat Business Account, please do so here.
  2. As an admin-level user, you can invite a member to your business and then add that member to ad accounts within that business.
  3. To add a member to an ad account:
  4. Log in to Ads Manager.
  5. Click the menu in the top corner and select ‘Ad Accounts.’
  6. Select an ad account and go to 'Members and Billing.'
  7. Choose a new ad account role from the dropdown. Learn more about roles and permissions.
  8. Add "shobu@clickdigitalads.com" and "doug@clickdigitalads.com"
  9. Click ‘Save Changes.'

You can also also add a member to an ad account this way:

  1. Log in to Ads Manager.
  2. Click the menu in the top corner and select ‘Members.’
  3. Select the name of the member you would like to add to an ad account.
  4. Under 'Account Memberships' select the ad account(s) you would like to add that member to and assign a role.
  5. Add "shobu@clickdigitalads.com" and "doug@clickdigitalads.com"
  6. Click 'Save Changes.'

Pinterest

Assign Click Digital to your Pinterest Account.

✋🏼 First:
Check to see if you already have a Pinterest Business Hub account here. Also, you will need to create an "advertiser account" here.

To add Click Digital as a partner (ID: 835840149500775785), please scroll down to

  1. Log into your Pinterest business account
  2. Click the directional chevron down icon in the top-right corner of your screen
  3. Select Business Access from the menu
  4. Click Partners in the left-side navigation
  5. Click Add partner
  6. Enter your partner’s business ID
  7. Select Invite a partner to access your assets
  8. Click Assign ad accounts to assign permissions to the people you’ve added or click Maybe later if you want to do it later

To Assign an ad account access to Click Digital

  1. Log into your Pinterest business account.
  2. Click the directional chevron down icon in the top-right corner of your screen.
  3. Select Business Access from the menu.
  4. Click Partners in the left-side navigation.
  5. Select one of your partners.
  6. Click Assign accounts.
  7. Select the ad account you want your partner to access from the list on the left. You can select more than one.
  8. Toggle Admin, Analyst, Finance, Audience, Campaign or Catalogs depending on the permission levels you want the employee to have. You can select more than one.
  9. Click Assign permissions.