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  1. Request administrative access via Business Manager.

  2. Select profile photo and header image - profile photo should be minimal and contain no text.

  3. Page set up – Naming (when applicable) 

    1. Merging duplicate pages for the client that exist on Facebook.

    2. Customize URL

    3. Update “about us” section with copy that speaks to community and meets search engine optimization best practices

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

    1. Backfill data one year

  5. Ad account set up

    1. If you are not able to create a new Ad Account, repurpose a deactivated account.

      1. Check Facebook Ad Account Status Sheet for deactivated ad accounts available

    2. 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

  6. Pixel placement

    1. For an owned social ONLY client, follow Facebook’s instructions for creating a pixel within Events Manager.

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

    3. Go to the Wrike alert for the social media management job and comment:

      1. 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!

  7. Once ad account is set up, audiences need to be added

    1. Fans

    2. FOF

    3. Interest/Behavior

    4. Lead List - /wiki/spaces/AN/pages/1636859905

    5. Pixel Audience

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

  9. Facebook domain verification

  10. Addition of client to Sprout for Community Engagement

  11. Request call tracking number from CS - this can be done during the brainstorm meeting

  12. Messenger set up

    1. Enable instant reply: 

    2. Enable custom questions:

    3. Provide the website and numbers when applicable.

  1. Add services Tab to Facebook page: 

  1. Set up Page Story: 

  2. Set up About Tab

  3. Set up Username

    1. i.e.: @TheHeritageAtBrentwood 

  4. Reorganize tabs: 

  1. Optimize the featured photos: 

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