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  1. [OPTIONAL] Request the development of Brand Kit in Canva

    1. If client does not currently have templates and a Brand Kit created in Canva, you can 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 "2022 Paid Social Accounts" tab/ sheet including website URL, FB Page URL, Ad Account name and ID, copy doc spreadsheet, approved budget and campaign flight dates. Job details can be found in our client overview document.

  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. You will send an email to datarequests@attaneresults.com with the community name, CDP code, the platform needed, the level of access needed, and the email needing access: (socialmediateam@attaneresults.com).

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

    3. Sample email:

    4. Can I please request viewer access for socialmediateam@attaneresults.com to the following Silverstone community Google Analytics accounts?

       

      The Landing Alexandria – SLVRST-LAND-LAND

      The Providence Fairfax – SLVRST-PROV-PROV 

      The Seneca Rockville – SLVRST-SENE-SENE

       

      Can I also request viewer 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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