Customer

We are living in times of iOS14.4.1., 8-event limit, and Aggregated Event Measurement, but one issue that I as the content writer of CoNnEcTd,  a dating appoften hearfrom consultants and agencies are abouttheir inability to access and optimize customer’s configured Facebook events. Finally, it all boils down to access and how you are structured.

The fact remains that not every client-agency relationship is constructed the same way, but let’s identify some of the most common ways to make sure that you have access to events based on the following situations:

When the agency uses their ad account and has access to the client pixel?

When the agency has access to a client’s ad account and connected pixel?

Before we elaborate more on these two distinctly different situations, it’s important to find out a couple of assumptions based on the best practices.

So, if the customer has their Manager and Facebook pixel

Facebook pixel is crucial for advertisers as it helps track events that occur on their website and reach people who performed those events with ads.

If they have their custom conversions?

Custom conversions allowyou to create rules for events or URLs to track and optimize for specific actions with Facebook ads.

And even if you have your Manager, it’s important that this starts with the client having their own.

Further, if your customer has verified their domains within their Business Manager, you could help them, but only if the process is attached to their Business Manager — not yours. Because, it’s not your domain; they own it. And if your client hasn’t yet verified their domain, find out how to do that.

And once that’s taken care of, try to get an access to those events.

When Customer Shares Ad Account with Agency

In the first scenario, let’s assume that ads are billed to the customer directly through their ad account. Your customer will share their ad account with you through this setup. Here, it is assumed that the pixel on their website is also connected to that ad account.

But if you haven’t made your set up this way and wish to do that, find out how it is set up first. The process can be initiated both by customer and the agency. Under Business Manager, just go to “Ad Accounts” within the “Accounts” section.

Manager Ad Accounts

So,if you are agency looking to get access to your client’s ad account, go and press the “Add” button, andclick “Request Access to an Ad Account.”

Next, enter the ad account ID you wish to access and press “Confirm.”

But if you are the customer, and wish to allow access to your ad account to an outside agency, the first thing you need to do is to choose your ad account within Business Manager, and then press to “Assign Partners.” You will have the option of both assigning by Business ID and getting a link to share.

Manager Add Ad Account

You can get your Business ID in the Info section at the bottom left of Business Manager.

Business Information

After you discovered your Business ID, they will ensure what level of access you can get to their ad account. And once it’s done, you will need access to the client’s connected pixel too. The customer has options of going to the “Pixels” section within“Data Sources” and going to “Connected Assets” for the pixel in question.

Connected Assets on Facebook Pixel

In case their ad account isn’t listed, theyshould press “Add Assets” to get connected. You will be able to create ad sets only when it gets completed. Talking of ad set, it’s a Facebook ads grouping where settings such asoptimization, scheduling,placement and targetingtakes place

By using pixel events, you can track specific actions on your website that are required for functions likeoptimization,reporting, and targeting.

Optimize for Pixel Events

If your customer has applied custom conversions forfew of their planned events, it’s quitepossible; the agencyis paying for the ads and getting reimbursed later on. Irrespective of this situation, the customer should always have their Business Manager, and allow youto use their pixel. Though, you can add your pixel too, but your customer will need theirpixel on the website for when you are no longer working for him.

The pixel will finally show up in the agency’s Business Manager within “Data Sources.” But this won’t help you to optimize for any of that pixel’s events, because it’s not connected to an ad account. It’s quite normal to miss this particular step, but then you need to be careful. Go to “Add Assets” while viewing the customer’s pixel in Business Manager, and select the ad account you wish to connect to the pixel. That particular ad account will now appear under the Connected Assets section for that pixel.

Optimize for Pixel Events

How to Share Custom Conversions?

It’s possible that the process highlighted above will give you access to all the events you need, but if your client’s planned events include custom conversions, they’ll need to share those as well.

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