Account Setup

How to create and share access

Save or bookmark this page to reference throughout the project when you have any questions!

Next Steps

What we’ll need from you to move forward

That was quite a bit of information, so here’s a wrap up of what we’ll need from you:

  • 1. Fill out the discovery guide (15-30 minutes): One of the most important steps, the discovery phase helps us understand your business, target market, and personal design tastes so we can craft a strategy and design ads that you’re proud of.

  • 2. Fill out the client intake form (3-5 minutes): This form benefits us so we can have all your information in one spot for easier contact. And it benefits you so we can send you gifts on work-iverseries, birthdays, holidays, or whenever we feel like we miss you!

  • 3. Send us any logos, brand guidelines, and imagery you’d like us to use.
  • 4. Setup ad accounts and give our team proper permissions
  • (see “How To” videos and instructions below)

 

If you have any questions, reach out to the Account manager, Bryce Shockley, at Bryce@stratoscreativemarketing.com

Next Steps

What we’ll need from you to move forward

That was quite a bit of information, so here’s a wrap up of what we’ll need from you:

1. Fill out the discovery guide
(15-30 minutes): One of the most important steps, the discovery phase helps us understand your business, target market, and personal design tastes so we can craft a strategy and design ads that you’re proud of.

2. Fill out the client intake form
(3-5 minutes): This form benefits us so we can have all your information in one spot for easier contact. And it benefits you so we can send you gifts on work-iverseries, birthdays, holidays, or whenever we feel like we miss you!

3. Send us any logos, brand guidelines, and imagery you’d like us to use.

4. Setup ad accounts and give our team proper permissions
(see “How To” videos and instructions below)

 

If you have any questions, reach out to the Account manager, Bryce Shockley, at Bryce@stratoscreativemarketing.com

How to Setup Your Ad Accounts

Step-by-step instructions for how to get started

We know this part can be overwhelming. Have no fear! We have exactly what you need to make this as easy as possible. Please review all of the short videos + step-by-step instructions below on how to get your Facebook Ads account setup properly.

How to Create Facebook Business Manager
  1. Go to business.facebook.com/overview
  2. Click Create Account
  3. Enter a name for your business, your name, and work email address and click Next
  4.  Finish inputting your business details and then click Submit
How to Create an Ad Account in Business Manager
  1. Go to Business Settings on the left side bar. It looks like the gear icon.
  2. Click Accounts from the Business Assets section. Then, click Ad Accounts.
  3. Click the Add dropdown menu.
  4. Choose Create a New Ad Account
  5. Follow any on screen prompts.
How to Share Ad Account Access with Our Team
  1. Within Business Manager, select Business Settings
  2. Select Ad Accounts
  3. Click Assign Partners and enter the number 130422927739451
How to Share FB Page Access with Our Team
  1. Within Business Manager, go to the Pages tab
  2. Click Assign Partners and enter the number 130422927739451
How to Setup a Payment Method
  1. Visit business.facebook.com/adsmanager 
  2. Click the 9 dot block in the top left corner
  3. Select Billing
  4. Select Payment Settings
  5. Select Add Payment Method
  6. Input your preferred credit card
How to Add FB Page to Business Manager
  1. Within Business Manager, go to Business Settings
  2. Click Pages on the left panel
  3. Select Add
  4. Select Add a Page
  5. Input Facebook Page URL and select Ad Page

 

    How to set up Facebook Pixel
    1. Go to business.facebook.com
    2. Select your Business Manager account
    3. Select Business Settings
    4. Select the down arrow next to Data Sources
    5. Select Pixels
    6. Select Add
    7. Follow the on screen prompts to finish creating your Facebook Pixel

     

      How to Setup A Mailerlite Account

      Step-by-step instructions from Mailerlite for how to get started

      If you already have an email service provider (ESP) like ActiveCampaign, ConverKit, Mailchimp, Hubspot, etc., you can skip this step. Just make sure you’ve included the sign-in information in your Discovery Guide. 

      If you don’t have an ESP, we need to set one up. All the new leads we acquire need to go somewhere so they can be nurtured! We recommend Mailerlite. It’s a great starting place as it’s free and very user-friendly.

      The Setup Basics

      1. Setup your Mailerlite login on mailerlite.com.
      2. Verify your domain with this video tutorial.
      3. Take a Mailerlite tour with their overview video.

      The Extra Credit Setup

      1. Import past subscribers with this tutorial.
      2. Authenticate your domain with these video.
      3. Create a campaign with this quickstart guide.

      If you have any trouble at all, let us know. We’re here to help!