Paid Social New Client Onboarding Checklist

1. 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

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

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

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

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

4. Ad account set up

   1. 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

   2. Grant admin access to "abhishek@knorex.com”

5. 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

      1. 
      2. 
      3. 
      4. 

6. Facebook domain verification

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

After brainstorm/measurement plan meeting with CS and DSD:

Facebook Pixel Process (specific to campaigns running with Knorex)

1. Knorex provides social team with .zip file of two Excel spreadsheets containing a remarketing and a conversion pixel code. Note: To date, these have been sent to only Kati and Marisa as we work through a formal placement process, but moving forward, ideally these will be sent to the lead on the account to proceed with the next steps.

2. Social lead updates pixel repository with client info and pixel codes

3. Social lead tags PMO in Wrike project alert to schedule DSD to place pixels. Message can be as simple as: Hi PMO, can you please schedule DSD 30 minutes to place Knorex conversion and remarketing pixels at their soonest availability?

4. DSD to place pixels, update repository and comment in Wrike once complete

5. Social lead to update Knorex once placed to confirm its firing

After campaign launch:

1. Confirm campaign launch via Wrike alert.

2. Request PMO schedule DSD to verify campaign tracking 10 after campaign launch for 0.5hr