client onboarding
client onboarding
To ensure we all hit the ground running, please see the action steps below. Please let us know as each item is completed or if you would like our help in getting them done.
To ensure we all hit the ground running, please see the action steps below. Please let us know as each item is completed or if you would like our help in getting them done.
Search engine marketing
We started TWP to bring transparency, rigor, and accountability to an industry too often defined by uncertainty. Every strategy we build, every campaign we run, and every insight we deliver are grounded in the belief that results—not impressions—define success. (TWP)
Search engine marketing
We started TWP to bring transparency, rigor, and accountability to an industry too often defined by uncertainty. Every strategy we build, every campaign we run, and every insight we deliver are grounded in the belief that results—not impressions—define success. (TWP)
Facebook recommends that our clients have their own Business Manager accounts and then assign TWP access as a Partner.
Once you have your own Business Manager here is how you assign TWP access as a Partner:
1. Go to Business Settings.
2. Below Users, click Partners.
3. Click + Add.
4. Select Give a partner access to your assets.
5. Enter the Partner Business ID (TWP – 177628397466925) you want to add and click Next.
6. On this screen, you can add partners to multiple assets. Choose a type of asset in the first column. Select the assets you want to add your partner to in the second column. Assign a role for your partner in the third column (Agency). Repeat these steps until you've chosen roles for all of the assets you want to assign.
a. Please assign: Ad Account, Pixels, Page
7. Click Save Changes.
Facebook recommends that our clients have their own Business Manager accounts and then assign TWP access as a Partner.
Once you have your own Business Manager here is how you assign TWP access as a Partner:
1. Go to Business Settings.
2. Below Users, click Partners.
3. Click + Add.
4. Select Give a partner access to your assets.
5. Enter the Partner Business ID (TWP – 177628397466925) you want to add and click Next.
6. On this screen, you can add partners to multiple assets. Choose a type of asset in the first column. Select the assets you want to add your partner to in the second column. Assign a role for your partner in the third column (Agency). Repeat these steps until you've chosen roles for all of the assets you want to assign.
a. Please assign: Ad Account, Pixels, Page
7. Click Save Changes.
Google tag manager
To add TWP to your Tag Manager account:
1. Click Admin.
2. In the Account column, select User Management.
3. Click 📷.
4. Select Add new users.
5. Enter the email address tracking@thewanamakerproject.com.
6. Set Account Permissions. User is selected by default, and this level allows the user to view basic account information. Select Administrator if the user should have the ability to create new containers and modify user permissions for accounts and containers.
Optional: Set Container Permissions for each container that you would like the user to have access to.
Click Invite. We will receive an invitation to use the container.
To add TWP to your Tag Manager account:
1. Click Admin.
2. In the Account column, select User Management.
3. Click 📷.
4. Select Add new users.
5. Enter the email address tracking@thewanamakerproject.com.
6. Set Account Permissions. User is selected by default, and this level allows the user to view basic account information. Select Administrator if the user should have the ability to create new containers and modify user permissions for accounts and containers.
Optional: Set Container Permissions for each container that you would like the user to have access to.
Click Invite. We will receive an invitation to use the container.
Google tag manager
To add TWP to your Tag Manager account:
1. Click Admin.
2. In the Account column, select User Management.
3. Click 📷.
4. Select Add new users.
5. Enter the email address tracking@thewanamakerproject.com.
6. Set Account Permissions. User is selected by default, and this level allows the user to view basic account information. Select Administrator if the user should have the ability to create new containers and modify user permissions for accounts and containers.
Optional: Set Container Permissions for each container that you would like the user to have access to.
Click Invite. We will receive an invitation to use the container.
Google analytics
To add TWP to an account/property/view:
1. Sign in to Google Analytics.
2. Click Admin, and navigate to the desired account/property/view.
3. In the Account, Property, or View column (depending upon whether you want to add users at the account, property, or view level), click User Management.
4. In the Account permissions list, click +, then click Add users.
5. Enter the email address tracking@thewanamakerproject.com.
6. Select Notify new users by email to send a message to us.
7. Select the permissions you want.
8. Click Add.
If you need assistance with anything above please just let us know. We are here to help!
google analytics
To add TWP to an account/property/view:
1. Sign in to Google Analytics.
2. Click Admin, and navigate to the desired account/property/view.
3. In the Account, Property, or View column (depending upon whether you want to add users at the account, property, or view level), click User Management.
4. In the Account permissions list, click +, then click Add users.
5. Enter the email address tracking@thewanamakerproject.com.
6. Select Notify new users by email to send a message to us.
7. Select the permissions you want.
8. Click Add.
If you need assistance with anything above please just let us know. We are here to help!