Google AdWords Ads
 

Linking a Google Ad (AdWords) Account

Step 1: Submit Your AdWords Customer ID in the form to the right

  1. Sign in to your Google AdWords account.
  2. Locate the 10-digit AdWords ID at the top left of your screen. Fill out and submit this form.
  3. Stay logged in and wait for CDA to request approval.

Step 2: CDA Requests Agency Access

Step 3: Client Approves Agency Access

  1. Click Tools (top right, Wrench icon) > Setup > Account Access > Managers
  2. Accept Request

YouTube Advertising
 

Linking A YouTube Account

  1. On YouTube, sign in as the owner of the Brand Account.
  2. In the top right, click the account icon and select the channel you want to manage. 
  3. Go to the channel's account settings by clicking the channel icon > then Settings or settings icon .
  4. Click Add or remove managers. You'll be redirected to the "Brand Account details" page.
  5. Click Manage permissions. You'll see a list of people who can manage the account.
  6. To invite new people, choose Invite new users .
  7. Enter their email addresses (doug@clickdigitalads.com and shobu@clickdigitalads.com)
  8. 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.

Bing Ads
 

Linking an Existing Bing Ads Account

  1. Sign in to your Bing Ads account.
  2. 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.
    1. Do one of the following:
      - If you have one 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.
  3. When we request permission to manage your Bing Ads account, you will receive an email from Bing Ads. 
    1. Click the gear icon, and then click Accounts & Billing.
    2. Click the Requests tab, and then click Receive.
    3. Click Accept request under Actions.

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Adding Users to your Google Analytics Account

  1. Sign in to your Google Analytics account.
  2. Click Admin, and navigate to the desired account/property/view.
  3. In the ACCOUNT column, click User Management.
  4. Add doug@clickdigitalads.com and shobu@clickdigitalads.com as users with Manage Users, Edit, Collaborate, Read & Analyze permissions. This level of access is needed in order for us to connect Google AdWords to Google Analytics within AdWords.
  5. Select Notify this user by email to send a notification to each user you're adding.
  6. Click Add.

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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, click the + Add button
  4. Enter our partner ID - 1225643050805961 - to the Partners, People, Pages, Ad Account, Instagram, and Pixel section, adding CDA as Admins on all sections.

Twitter Ads
 

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.

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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.

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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.