Page set up – Naming (when applicable)
Merging duplicate pages for the client that exist on Facebook.
Customize URL
Update “about us” section with copy that speaks to community and meets search engine optimization best practices
Profile picture and cover photo (or video if applicable) creation - this is done after the brainstorm meeting (images are selected by the Art Director)
Request reporting access to the Google Analytics account associated with the client
Backfill data one year
Pixel placement and ad Ad account set up
If you are not able to create a new
Ad Account, repurpose
When naming your ad account: Include and maintain the name of the community, the Paid job#, and the Owned job# in the Facebook Ad account name
Example: HPEAK_Cypress Village_Paid: 12345 Owned: 67899
If you are not able to create a new pixel, repurpose an approved one.
Once ad account is set up, audiences need to be added
Fans
FOF
Interest/Behavior
Lead List - instructions on how to pull CRM lead list
Pixel Audience
Ensure Alight ChannelMix setup with New Facebook System User process
Addition of client to Sprout for Community Engagement
Request call tracking number from CS - this can be done during the brainstorm meeting
Messenger set up
Enable instant reply:
Enable custom questions:
Provide the website and numbers when applicable.
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