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Paid Social New Client Onboarding Checklist

Paid Social New Client Onboarding Checklist

 

Digital Media Bundle

Digital Media Bundle budgets will be determined by the Paid Media Lead and Social Media Lead.

  1. Unless otherwise noted or communicated in Wrike at the project level of the job, the social media team will assume $1,500/month in hard cost.

  2. Continue onboarding steps under paid social - standalone.

Paid Social - Standalone

  1. Request access to Facebook Page through Business Manager
    You can update CS via the Wrike alert with the following message:


    CS, I have sent a request to the Business Manager that owns the Riverside Healthcare Facebook page for administrative access. 

     

    Instructions can be found here for acceptance: https://www.facebook.com/business/help/619744345300739

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

  3. 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.

  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!

 

Facebook Pixel Process for Client Websites and/ or Landing Pages (specific to campaigns running with Knorex)

  1. Request pixels from Knorex using the Enrollment ticket category email address (attane.enrollment@knorex.com).

    1. Subject line needs to be formatted: Enrollment: <Account Name>

    2. EXAMPLE EMAIL:

    3. Hi team, 

       

      We will need pixels created for the new paid social ads for [CLIENT NAME]. 

       

      Facebook Page ID:

      Facebook Ad Account ID:

      Website: 

      Facebook Page: 

       

      Just noting as well that our XPO document has been updated with the new campaign information. A copy doc will be coming soon! 

       

       

  2. Knorex will provide social team with .zip file of two Excel spreadsheets containing a remarketing and a conversion pixel code.

  3. Place full pixel code (base code + Pixel ID) into the Social Media Repository

  4. Go to the Wrike card for NEW CLIENT SET-UP - DATA and comment:

    1. Pixel details are located in the Social Media Repository. Please place both pixels on the client website [CLIENT WEBSITE URL] and place the remarketing pixel on the landing page [LANDING PAGE URL]. Thanks!

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

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

 

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