Connecting Your Accounts

‍

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), Pixel, and Instagram Account.
6. Important Note: You must grant us Admin-level access to all of the above assets.

‍

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), Pixel, and Instagram Account.
6. Important Note: You must grant us Admin-level access to all of the above assets.

‍

Submit Your Google Ads Customer ID

‍

1. Log into the Google Ads account for your Business
2. Locate the 10-digit Customer ID (CID) in the top nav bar
3. Enter that ID along with the additional fields via the provided form.
4. Once we have received your CID, we will invite your account to link to Click Digital's agency account, or MCC.
5. You will receive an email with a link to Google Ads where you can authorize our access
   

‍

Google Analytics Access

‍

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

‍

Shopify Access

‍

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!

‍

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.

‍

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.

‍

‍

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.

‍

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”

‍

‍

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.'

‍

‍

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  

‍

‍

‍

Submit Your Merchant Center ID

‍

✋🏼 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.
   

‍

Assign Click Digital to your Pinterest Account

‍

✋🏼 First: Check to see if you already have a Pinterest Business Hub account here.

‍

If you do not, please create one.

If you do,

1. On ads.pinterest.com, click the dropdown at the very top of the screen for "Viewing: [Your Account Name] > View Account Settings
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.