Request administrative access via Business Manager.
Select profile photo and header image - profile photo should be minimal and contain no text.
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
Ad account set up
If you are not able to create a new Ad Account, repurpose a deactivated account.
Check Facebook Ad Account Status Sheet for deactivated ad accounts available
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
Pixel placement
For an owned social ONLY client, follow Facebook’s instructions for creating a pixel within Events Manager.
Place full pixel code (base code + Pixel ID) into the Social Media Repository
Go to the Wrike alert for the social media management job and comment:
Hi, <@ PMO Lead>. Can I request DSD be scheduled to place the Facebook Pixel for <Client Name>? Pixel details are located in the Social Media Repository. Thanks!
Once ad account is set up, audiences need to be added
Fans
FOF
Interest/Behavior
Lead List - /wiki/spaces/AN/pages/1636859905
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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