Setting Up The Pinterest Business Center For Your Organization + Clients

Before being able to onboard your client to Pinterest in BuyerBridge, you and your client will need to first create Pinterest Business Centers/Pinterest Ad Accounts. 

In this article, we will walk you through:

• Pinterest Business Center creation for your organization and clients
• Ad Account setup (which includes partner access requests and adding employees)
• Hand off to your BuyerBridge Partner Experience Manager for Pixel + Catalog creation

👀 Watch the video walkthrough below and follow along with our guide:

Step 1: Pinterest Business Center Setup (Video Timestamp: 00:27)

How To Set Up Your Organization's Pinterest Business Center

Let’s start by setting up a Pinterest Business Center for your organization if you do not already have one. This is the account for your company, not your client account.

• First, visit business.pinterest.com. Log in to an existing Pinterest account or Sign Up if an account is not currently active.

For the purpose of this guide, we will be taking you through the process of Signing Up for a new Pinterest Business Center account.

• Click “Sign Up” at the top right of the screen > enter the information being asked for > click “Create Account”
  
• Now, to “Build Your Profile,” enter the following:
  • Organization Name
  • Organization Website
  • Country
  • Language

• Once completed, select NEXT. Then, “Describe Your Business"
  • “What’s the focus of your brand?”  Choose OTHER  > Select the industry(s) based on your clients. For example, if you are a business that works with Dealerships you will enter in Automotive.
  • “What are your goals?”  Select up to 3. We choose: 1) Sell more products, 2) Generate more leads to your business, 3) Drive traffic to your site.
  

👀  NOTE: You can update your goals later in SETTINGS if you would like to change them. 

• Select NEXT > Other > NEXT. There will be a pop-up question, click “Yes I’m interested in advertising” > on the next screen, click SKIP.
  

Once you have successfully completed these steps you have officially created your Pinterest Business Center for your organization! 🎉 

Now it’s time for you to set up your client's Pinterest Business Center account.

How To Set Up Your Client's Pinterest Business Center Account

Setting up your client's Pinterest Business Center account is very similar to the above setup if they do not already have one.

• First, visit business.pinterest.com. Log into your Client's existing Pinterest account or Sign Up if an account is not currently active for your client.

For the purpose of this guide, we will be taking you through the process of Signing Up for a new Pinterest Business Center account.

• Click “Sign Up” at the top right of the screen > enter the information required > click “Create Account”
• Now “Build Your Profile" for your client:
  • Client Business Name
  • Client Website
  • Country
  • Language
• Once completed, select NEXT. Then, “Describe Your Business” for your client:
  • “What’s the focus of your brand?" Choose OTHER  > Select your client's industry.
  • “What are your goals?”  Select up to 3. We choose: 1) Sell more products, 2) Generate more leads to your business, 3) Drive traffic to your site.

👀  NOTE: You can update goals later in SETTINGS if you would like to change them.

Select NEXT > Local Retail Store or Local Service > NEXT.

There will be a pop-up question, click “Yes I’m interested in advertising” > on the next screen, click SKIP.

If you and your client both have successfully created Pinterest Business accounts, you can begin the first step of Onboarding - which is setting up the Pinterest Connection User in BuyerBridge. Find out how Omnichannel authentication works in this article here: “[Omnichannel Onboarding] Omnichannel Authentication: Connection User”

NOTE: Our team is working on the backend to ensure the future state of the platform supports the connection of assets for Pinterest. When you go to set up your Pinterest Connection User in BuyerBridge you will be required to fill out a form - from which point, your Partner Experience Manager will take care of setting up the Ad Account, Pixel, Catalog, and next steps.

 

Step 2: Pinterest Ad Account Setup (Video Timestamp: 04:04)

How Your Client Will Create Their Pinterest Ad Account

After your organization + client have both created a Pinterest Business Center, your client will need to create a Pinterest Ad Account if they do not already have one.

• From the client’s Pinterest Business Center account, navigate to the top left and select Ads > CREATE AD > NEXT > ACCEPT the advertising agreement.

Now your organization will need to be invited to your client's Business Center as a Partner. 

How to Become a “Partner” of Your Client’s Pinterest Ad Account

You will need to provide your client with your organization's Business ID, which will be located in the upper left of your organization's Pinterest account, under your organization's name.

When you have provided your client with their Pinterest Business ID, from the client's Pinterest account:

• Go to the upper right corner of their account and click the dropdown arrow > select BUSINESS ACCESS > Partners > Invite Partner > enter the Business ID of your organization

• Next, your client will click ADD PARTNER > ASSIGN ASSETS > grant ADMIN access > select ASSIGN PERMISSIONS

How Your Organization Will Accept Your Client's "Partner Request"

To see what accounts your organization has been granted access to, select PARTNERS.

• Under “ACTIVE” will be the current active accounts
• Under “PENDING” will be the Pending Requests
• To accept pending requests, click REVIEW > ACCEPT

Once you have accepted your client’s request, any pending requests should now be displayed as active, and your organization will be granted admin permissions! 

Verify Your Client’s Domain

Verifying the domain gives you and your clients several advantages, but the main reason to do this is that it will allow you to run Catalog Sales/Inventory ads for your clients on Pinterest!

To verify your client’s domain, from their account (which being an admin of their account permits):

• Go to the upper left corner of their account, select BUSINESS > BUSINESS HUB
• Displayed will be “BECOME A VERIFIED MERCHANT” > Hit START NOW > CLAIM WEBSITE > under claimed websites, click CLAIM
  
  
  • The “Choose How You Want to Claim” screen will display, choose to ADD HTML tag > paste the HTML tag into the header of the website
  
• Click CONTINUE > enter in the website > click VERIFY

Verification steps required after you paste the HTML can only be done once the HTML has been added to their website. You can not move forward with verification unless that step is complete.

How Your Organization Will Add Employee Users + Your Partner Experience Manager(s) 

• From the drop-down arrow in the top right corner, select Business Access > EMPLOYEES > ADD EMPLOYEES > choose the MANAGER role
  
  
• Enter the employee’s email who’s being added > click ADD EMPLOYEES
• You can now assign assets > grant the user the access level you wish > select ASSIGN PERMISSIONS

• Once that step is completed, users will need to go to their email or Pinterest Business Center and accept the invitation.

How To Add A Payment Method

• To enter a payment method for an ad account, navigate to the "Ads" drop-down > select "Billing" > fill out the Business Information
  
• Under "Are you an agency?" > select "No" > enter Billing Address (or select "Copy Business Information" if it is the same as the address listed
• Fill out the Card Number, Expiration Date, and CVC > hit "Save"
  

 

Step 3: Hand Off To Your BuyerBridge Experience Manager For Pixel and Catalog Creation (Video Timestamp: 08:19)

Following the creation of the above Pinterest assets, it's time to fill out the form inside BuyerBridge to hand off the remaining steps, (Pixel and Catalog Setup) to your BuyerBridge Partner Experience Manager.

If you have not already done so, you will first need to Authenticate the Pinterest Connection User:

• Using the BuyerBridge navigation menu, under Reseller > select Settings  
• Locate the Snapchat "card" on the screen > click Update Pinterest Connection User
• The "Change Connection User" panel will slide out, click Continue Changing Pinterest Connection User > Authenticate With Pinterest > Log in with the Pinterest account
  
  Get more details on how to authenticate the Connection User here.

After the Connection User is complete, you will see the Onboarding form.

To complete the form, you will need the following information:

• Your client’s Pinterest Ad Account ID
  To retrieve the Pinterest Ad Account ID, click the button that says "Viewing: [Your Client Name]", and view the "Shared with you" ad accounts. Copy the number string under the corresponding client Ad Account name that you are onboarding.

Advertising and AdvertisingPLUS accounts will also need:

• Your client’s Ad Spend Budget
• Your client’s Target Zip Codes
• Your client’s OEM or Brand

Once you have completed the above steps, navigate back to the BuyerBridge platform, and fill out the Build Details form:

Once this is complete, our team will work with you directly to complete your Pinterest onboarding with Pixel and Catalog creation.

As you navigate through the Pinterest Business Center creation process for you or your clients and still have questions you can reach out to your partner experience manager or contact BuyerBridge Support via email: support@buyerbridge.com.