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      How to Use the Onboarding 2.0 System (Step-by-Step Guide)

      🚨 In preparation for additional channels being available for advertising in BuyerBridge, we’ve made updates to the Dealer-Onboarding process! Click here to learn more about our updates to the dealer onboarding process.

      We are excited to announce that Onboarding 2.0, our new Onboarding flow, is now accessible to all partners! 

      Heads up! The new Onboarding platform was originally released as a limited beta test to a small number of partners. Upon its full release, please note that the former version of the Onboarding system will be removed from the platform as of 9/30/20.

      These videos and text guides have been created to give you a comprehensive understanding of the new onboarding system.

      Quick Link Guide:

      Adding an Account & Product/Playbook Overview

      1. From the BuyerBridge dashboard, navigate to the Reseller section and select Add Account.
      2. Enter the associated business name to [Search for Your Business]. If not found, you can enter details manually.
        1. Verify the details along with the geographic position and Create an Account!
      3. Next, you will need to choose a solution for your account. There are two options:
        1. Select A Playbook (choose this option if you require all-encompassing advertising solutions: Facebook Ads, AIA, Facebook Marketplace, and more!
          1. Click Playbooks > Browse and Deploy to select your Playbook
        2. Select A Single Product (choose this option when you’re looking to deploy ads on Facebook Marketplace ONLY; more add-ons coming soon)
          1. When selecting your Add-On Product, choose Marketplace, Marketplace+, Advertising, and/or Advertising+.

        NOTE: You will be billed for the associated product as soon as you agree to the terms within the first onboarding step.

        Facebook Page, Ad Account Dependencies & Onboarding UI Overview

        1. First, choose your playbook and press Deploy to initiate the new onboarding system.  

          For any issues throughout this process, please use the “Need Help?” button located in the top right corner of the page to access related support articles, or Open Ticket to Create a Support Ticket within the dashboard.

          You can use the Save & Exit button (located in the upper right corner) during this process to stop and continue Onboarding at any time. 

        2. Now, click I agree to the increased fees box to confirm your understanding of being billed for the associated Product.

        3. Next, Connect a Facebook Page by choosing Request access to a page or Select a page from Business Manager.
          1. Request access to a page if the Facebook page is not in your Business Manager.
          2. Drop down the menu under Search or Enter URL? and select Search Pages or Enter Page URL.
          3. Enter your Page name or the Facebook Page URL.
            1. If you do not have access to the Page, press Request Access & Continue. This will initiate a Page Access Request from your Business Manager to the Page.
            2. Use the Page Access Messaging to either email your request, or share the access approval URL to the business page owner. 

        NOTE: You can return to this step at any time to check on the status of the page access request and force the system to recheck status in cases where you know it’s been accepted. Otherwise, the system will automatically check for access every 5 minutes.

        1. To [Connect Business Manager Assets], select New (for BuyerBridge to create one) or Existing (to connect with one already in your Business Manager).

          We highly recommend that you have  Business Manager Access to complete the setup of your Ad Account.  If you prefer to coordinate with another user who does have access you can override the detection system and coordinate with a user who does have access.
        2. If your user email is not detected in Business Manager, hover over the email to change it, or click Send Invite to initiate an invite. 
          1. Accept the invitation sent to your user email, or finalize access to your Business Manager by clicking the link provided (if onboarding for someone else, copy or screen share the link). 
          2. Click Recheck Status to confirm Business Manager Access and continue.
        1. Verify whom you are by logging in with your personal Facebook account.

        2. Lastly, add a payment method, Accept custom audience TOS, and Accept Leads TOS. 

        Your Ad Account is now finalized! The following sections should all have green checkmarks to reflect completion: Product, Page, Assets, and Ad Account Dependencies.

        Tag Manager & Site Provider Setup

         

        In order for the pixel to work, you will need to install our Google Tag Manager container on the account’s website. When you reach this step in onboarding we will automatically generate the container for you and you will have several options to obtain the code.

        To Install the code yourself:

        1. View & Copy Code (with access to the website, take code snippets provided and paste in relevant website portions; if no access, send a link to a third party for installation)

          1. Download Code
        2. Notify provider via BuyerBridge

          You can coordinate with the provider directly to have the code installed if you choose to do so.  Otherwise, if the site is using a known provider (e.g. Dealer.com) you can select the provider in the list below and our system will provide some suggested steps to take to coordinate the install with that provider.
        3. Next, you will need to obtain written approval from an authorized contact at the new account authorizing your Site Provider to install this script.
          1. Once approved, send a copy of the approval and scripts directly to your Site Provider and request they be installed on your accounts site.
        IMPORTANT! With Onboarding 2.0, we are no longer sending automated emails on your behalf. You must send both the Tag Manager request email and the Inventory request email manually.
        After your Site Provider has successfully installed the script, press Continue to confirm Google Tag Manager detection on BuyerBridge.

        If GTM is not detected but has been verified by your Site Provider, you can choose to Override GTM Detection. (Not recommended)

        Press Continue to complete Tag Manager and Site Provider Setup.

        Website & Feed Inventory Setup

         Now, you can begin pulling the account’s inventory and get one step closer to live ads.

        1. First, choose how you would like BuyerBridge to retrieve inventory. 
          • Use Website Inventory: This inventory type scrapes dealers’ site for inventory with your final approval and is recommended to get up and running quickly. This option will only be available when our scraper is able to properly access the site’s inventory.

            1. On the next step, click Approve to confirm that the attributes and pricing above are accurate and agree to the BuyerBridge terms & conditions around pricing (Website Inventory).

            2. Once your Inventory Status is Processed, you have successfully set up your Inventory.  Please note that inventory processing can sometimes take up to 10 minutes depending on the demand on our system at that time.

            3. Continue to Step 2.

          • Use Feed Inventory: This inventory type requires coordinating directly with the dealer’s feed provider to have them send a data feed directly to BuyerBridge.

            On the next step, select the dealer’s Feed Provider 

            Don’t see your Feed Provider? Click the prompt to open a new window to “Request a New Feed Provider.” We must evaluate the new provider to ensure we can sync with them, then work directly with them to integrate. This process can take up to 2 weeks.

            1. All feed providers will use a type of identifier (ID) which allows our system to differentiate a specific dealer’s inventory from others in the feed.  You will need to work with the provider to ensure they’re exporting the dealer’s inventory to BuyerBridge and, once they are, to obtain the ID they’re using.
            2. If you know the ID select Yes, I have the ID.
            3. Then enter the ID and select Validate ID.
            4. Once the ID String is Successfully Found in your Feed Provider’s Feed, press Continue and we will begin processing.
            5. If you don’t know the ID select No, I need to get it from the provider.

              From there we will provide some direction on coordinating with the provider:
              • Get written approval from an authorized contact at your dealer that allows their inventory to be exported to BuyerBridge.
              • Send a copy directly to your Feed Provider (once approval is received) and request that they export your dealer’s inventory to BuyerBridge.
              • Click View & Send Emails to access our Inventory Export Request Emails template for the two steps above.

                After your Feed Provider has begun exporting, they will provide you with an identifier for this account. 

                Now that you have the ID, you can select Yes, I have the ID.

        2. In this final step, decide if you want to use Facebook Marketplace by selecting Yes, list on Facebook Marketplace! or No, thanks. You can change this on the platform after Onboarding if you change your mind. 

        Leads, Call Tracking & Campaign Configuration

        1. First, we will need to verify the location of your account to ensure that geographic targeting on Facebook is correctly configured. 

          Once it has been validated by Facebook, Continue. 

          IMPORTANT: Make sure to check that the marker is in the correct location to ensure the right area is being targeted. You can drag the marker or click to adjust the location.

        2. Next, if you want to attribute incoming calls to a type of campaign, record conversations, and access other useful caller data, you can configure Call Tracking numbers that will count & record calls attributed to BuyerBridge advertising efforts and forward them to the account’s primary number.
          1. Select a phone number based on your Desired Call Tracking Area Code to be displayed on your [Facebook Ads].
          2. Repeat the above step for [Marketplace].
          3. Continue to Step 3.

            Don’t see available numbers in our Provider for your Desired Call Tracking Area Code? Choose an area code for a surrounding market if you still want to set up Call Tracking.

            NOTE: Incoming calls will be Forwarded to your Main Number, if the Main Number you see is incorrect you can change it by hovering over it, entering a new one, and clicking Save.
          4. Select Add Lead Destination to [Add Email Destination] in ADF XML (if you want to receive it in code for dealership’s CRM) or Plain Text.

            NOTE: You can add multiple Email Destinations.

          5. Continue to the next step.

            Now, you will need to select a Lead Destination (to determine where BuyerBridge should send leads when received through various sources).
        3. Now, set your Geographic Targeting preferences for each ad set being deployed in your campaigns. Here you have the flexibility to change them individually or make them all the same
        4. Finally, it’s time to set up your Campaign Budgets!
          1. Enter the [Daily Budget] of the Campaigns that will be deployed under this playbook.  Since advertisers typically want to target a monthly spend, we provide estimates based on the daily budget (e.g. multiplied by 30)

            IMPORTANT: Distinguish the Daily Budget from the Estimated Monthly Budget (Facebook does not target specific monthly budgets for the campaigns that BuyerBridge deploys)

          2. Click Continue to review your Playbook.

        Playbook Status & Deployment

        1. First, notice any Items That Need Your Attention (any missing dependencies) on the Play Review & Deployment page.
           
        2. Items That Need Your Attention will be noted and explained, providing a link for you to go back to that step and complete.

          IMPORTANT: You can choose to Save & Exit, at which point you will be redirected to the dealers page and be able to view any Active Onboarding until it is completed and cleared out. 

          The handshake icon in the top right corner of the dashboard can be used to view any Active Onboardings, and click Continue to get back into Onboarding. 

          You can navigate to the Account Status tab under Onboarding to view the Onboarding Status of any Account.
        3. Once you have completed any Items That Need Your Attention, the status will refresh,  and the Deploy Play button will be blue. 
          IMPORTANT: The deployment of your Playbook can take time depending on the size of the Playbook. Enter an email (or multiple, separating by commas) that you would like us to notify once we’re finished building the play.
        4. Click Deploy Play to complete the Onboarding process and Deploy your Playbook!

          NOTE: The Status of your Play will be visible. As each Campaign is created they will pop up in the Campaign/Play Management Section (this will show all campaigns under the Ad Account)

        5. Once the system builds out the Play in its entirety, navigate to the Ad Account by clicking the Ad Account Icon.

        6. Finally, toggle the buttons in the Ad Account to turn on each Campaign. 

        Your Playbook is now officially deployed!

        Have questions or need help with Onboarding 2.0? Submit a support request here.