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



  • 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

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!

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.