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  1. Request the development of Brand Kit in Canva

    1. If client does not currently have templates and a Brand Kit created in Canva, request Ben Cottrell to create via ad hoc form. 1 hour should be sufficient.

    2. To submit ad hoc within Wrike: Green plus icon at the top right hand of screen > Request > ad hoc form.

  2. Update approved campaign information in the shared XPO Onboarding form

    1. Add the advertiser's details on "Revised Advertiser Accounts" sheet including website URL, FB Page URL, Ad Account name and ID, copy doc spreadsheet, approved budget and campaign flight dates

  3. Request administrative to the Facebook page access via Business Manager.

    1. Once granted, provide admin access to GeeDee, XPOAdmin, XPOUser, and yourself.

  4. Request reporting access to the Google Analytics account associated with the client

    1. Please submit a request via Wrike for access.

    2. You will also need to request "Read & Analyze" access to: knorexxpoga@gmail.com

  5. Ad account set up

    1. Ensure payment method is set to monthly invoicing.

    2. When naming your ad account: Include and maintain the name of the community, the Paid job#, and the Owned job# (when applicable) in the Facebook Ad account name

      • Example: HPEAK_Cypress Village_Paid: 12345 Owned: 67899

    3. Grant admin access to "abhishek@knorex.com

  6. After admin is granted and ad account has been created, within Knorex XPO, accept page terms:

    1. Utility> Manage Facebook> Find the Ad Account > Actions> Manage Pages> Search the page> Accept

  7. Facebook domain verification

  8. Ensure Alight ChannelMix setup with New Facebook System User process 

    1. Comment in Wrike card for set up:

    2. @Data Strategy the Facebook page and ad account have been added to the system user in Business Manager. Here is the [Account Account ID: and Page ID:] Please confirm set up on your end! Thanks!

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