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How to Onboard Client Accounts to Any Channel in BuyerBridge

Add Meta, Google, TikTok, Snapchat, and Pinterest to a client account with one repeatable setup flow.

Onboarding is how you connect the right channel access and dependencies so campaigns can launch cleanly and reporting works without gaps.

The fastest teams follow the same pattern every time: prep the channel assets, authenticate the channel once, then add the client account and complete the setup steps inside BuyerBridge.

Quick Links

  • Before You Get Started

  • Step 1: Prep Channel Assets

  • Step 2: Multichannel Authentication (User Connection)

  • Step 3: Add a Client Account in BuyerBridge

  • Step 4: Select Channels and Choose a Package

  • Step 5: Inventory, Tracking, and Connect Assets

  • Finalize Onboarding

  • Troubleshooting

🚧 Before You Get Started

Have these ready before you start onboarding any channel:

What you need for every channel

  • Client business name + address (for searching/confirming the correct business)

  • Correct admin access to the channel accounts you plan to connect

  • A plan for who “owns” credentials so onboarding does not stall

What you need for Google

  • A “master” Google login with the right access to the client’s Google Ads

  • For reporting insights, also have access to the client’s GA4 (Google Analytics 4) and Google Search Console

  • If you are onboarding Vehicle Listing Ads (VLA), you will also need access to Google Merchant Center

Step 1: Prep Channel Assets

Before you click around in BuyerBridge, make sure the channel’s required assets exist. If the channel assets are not ready, BuyerBridge setup will stop and wait.

Use these channel-specific setup guides:

Once you complete the steps in the guide(s) above, you are ready to enroll the client in their new channel(s) inside BuyerBridge.

Step 2: Multichannel Authentication (User Connection)

Before you onboard a client to a channel for the first time, you must complete a Channel Authentication for that platform.

Important: BuyerBridge only requires your organization to set up the User Connection one time per channel.

What you need to do first:

  • Log in to an existing account within the channel, or

  • Create a new channel account if one does not exist (use the channel asset guides above)

What is Multichannel Authentication?

When your organization onboards a new channel for a client for the first time only, you will be required to click Authenticate and Setup for that channel.

Setting up a Connected User is necessary to deploy campaigns, retrieve metrics, and complete other channel tasks for clients.

🔗 To learn more about this process, read: How to Authenticate the Connection User For New Channels in BuyerBridge.

Step 3: Add a Client Account in BuyerBridge

After Multichannel Authentication is complete, return to the BuyerBridge dashboard.

  1. In the left navigation, go to Onboarding > Add Account

    How to Find Add Account in BuyerBridge Multichannel Onboarding

  2. Select the associated business from the dropdown

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  3. If you cannot find it, enter the business details manually

This starts onboarding for a new client account.

 

Step 4: Select Channels and Choose a Package

  1. Choose the channel you want to onboard (Meta, Google, TikTok, Snapchat, Pinterest)

  2. Click Setup next to that channel

    Select the Channel You Want to Onboard in Google

  3. Follow the steps shown on screen

  4. Select the product package you want to add

Step 5: Inventory, Tracking, and Connect Assets

This section depends on the package and channel you are onboarding.

Inventory Type

Choose how inventory is sent to BuyerBridge:

  • Use Website Inventory, or

  • Use Feed Inventory (best practice)


Feed Inventory (recommended)

  1. Choose the inventory feed provider



  2. Enter the required information

  3. Click Validate ID before continuing

    🚦Inventory Status 

    Inventory setup can take time to process. You can continue onboarding, but processing must complete before you can finish onboarding.

  4. To enable the BuyerBridge pixel for tracking events, call tracking, and retargeting audiences, your client’s website provider must install the EventFlow code on the website.

 

Finalize Onboarding (Connect Assets)

Before you can complete onboarding, you must connect the channel assets (dependencies) to BuyerBridge.

  1. Use the dropdowns to select the correct assets for each dependency (example: Ad Account, Pixel, Catalog)

  2. Click Continue and Review to confirm accuracy

  3. If everything looks correct, click Complete Onboarding


Important: The Connect Assets screen varies slightly by platform, depending on what that channel requires.

As you navigate through the Multichannel Onboarding 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.