When you choose to collaborate with a marketing agency to develop the marketing strategy and implicitly the campaigns, there are a number of steps that must be taken to make things work. Thus, the first is to give them access to the accounts held by your company. This includes social networks such as Facebook, Instagram, Linekdin and Youtube, Google Ads and Analytics accounts.
The process is relatively simple and has a low degree of complexity from the point of view of a marketer who is familiar with it. To support customers and potential customers, we have prepared 3 tutorials that detail the steps required to provide access to the most important accounts.
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Access to your Facebook advertising account – Ads Manager
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Access to the Facebook page
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Access to your Analytics account
If we refer to all the platforms that a person in the agency needs to have access to, the process for them is simple:
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Google Ads
To give an agency access, all you need to do is send the customer code by email and then the marketer takes care of it. Before this step, it is important to check the set-up of the account. Specifically, whether the contact and billing details are filled in correctly. Another important aspect is the verification of the card in the account. For campaigns, it is advisable to opt for a separate card, made on the company, where you can set a limit on the amount to be spent. Once this limit is exceeded, the payment is made automatically.
By taking these steps, you avoid sending personal data by email, message or other forms of communication, which may lead to the publication of confidential information.
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Instagram
It is the platform that delights us with its interactive visual content and the power of persuasion it has among consumers, in terms of purchases. In order for a third party to access an Instagram account, whether we are talking about a personal or professional one, it is necessary for them to have the login details. Thus, it is necessary to generate an account in the first phase, separate from the personal one, which should be intended exclusively for the company’s professional communication.
It is important that the agency, respectively the person who is directly responsible for the company’s communication, has access to these accounts presented above, to the extent that they are included in the communication strategy. The purpose is precisely to facilitate the work of the people concerned and to protect you from certain problems that may arise if access is not provided by the specified methods, but totally by username and password.
The company’s pages actually reflect its values and principles, which is why it must be consistent with the business objectives. In order to clearly delimit personal communication from professional communication, we have prepared 3 guides of good practices for entrepreneurs, which will be useful in personal communication.