What To Expect On Your Onboarding Call

Review the following materials BEFORE  the first onboarding call with your account owner to ensure your onboarding experience is as fast and efficient as possible. 

What To Expect

During a Zoom screen share, your BuyerBridge Implementation Engineer will:

• Ensure your Organization is setup properly
• Show you how to easily onboard Client Accounts in BuyerBridge, beginning with Facebook (Meta)
• Review recommendations and best practices to fully optimize your BuyerBridge experience

Requirements & Recommendations

Requirements:

• You have created your BuyerBridge account with Facebook oAuth
  • If your agency has not yet onboarded BuyerBridge, please go ahead and do so using this article here: How To Create Your BuyerBridge Account
• You have Admin access to your clients’ Facebook Page(s) in your Business Manager.
  • How to verify Admin access for a Client's Facebook Page

Recommendations:

• Provide Admin access to your Implementation Engineer (chaz@buyerbridge.com)
  • How to give Admin access
  • Why do I need to give Admin access?
• Check if your Inventory Feed Provider and Site Provider are supported by BuyerBridge. If not, please fill out the forms below:
  • Request New Feed Provider
  • Request New Site Provider

• Know your client's desired advertising budget

What Will Be Covered On The Call:

• Creating new or connecting existing client assets, including Ads Managers
• Creating or connecting the client’s Facebook Pixel, verifying your client’s domain, and prioritizing pixel events
• GTM (Google Tag Manager) installation
• Inventory Feed connection / setup
• Your Implementation Engineer can also help you Onboard other channels, including:
  • Snapchat
  • Pinterest
  • TikTok

Onboarding Assets for Available Channels:

You will need to have some assets, such as Business Centers, Ad Accounts, and Pixels, already created to onboard to other channels. For help, check out  the Asset Guide below:

	Assets Required Before Onboarding	Best Practices & Related Help Articles (View All)
	Facebook Business Manager	Best Practices: Verify your Business Manager and Enable 2-Factor Authentication Related: How To Help Clients Verify Their Website Domain Sharing Your Agency's Pixel & Prioritizing Pixel Events
	Snapchat Business Manager Snapchat Ads Manager Snapchat Pixel	Managing Snapchat Ad Accounts: Snapchat Ads Manager
	TikTok Business Center TikTok Ads Manager TikTok Pixel	Managing TikTok Ad Accounts: TikTok Business Center + Ads Manager
	Pinterest Business Center      (Organization and Client) Pinterest Ads Manager	Managing Pinterest Ad Accounts: Pinterest Business Hub + Ads Manager

 

Now that you have reviewed our requirements/recommendations and feel ready to get started…it is time to schedule your onboarding call!

Schedule Your Client Onboarding Call!

• Please choose the best date + time for a 45-minute call on the Calendar Link here!

If you have any further questions or are having issues during any of this process, please do not hesitate to reach out to support@buyerbridge.com.