Connecting Facebook and Instagram Ads account via Partner Flow

Overview

Connecting your Facebook Accounts is a 2 to 3 step process and all must be completed in order for us to analyse your content.

  1. Access Facebook Business Manager and add CreativeX as a Partner to the account(s) that you wish us to analyse.
  2. If Facebook Brand Pages are associated to your ad account then CreativeX must also be added as a partner to these in order to ensure we are able to capture any additional posts.
    • Please note that CreativeX will not be able to pull in all video content data unless all associated Facebook Brand Pages are assigned.
  3. You must then go to the CreativeX dashboard and assign the account(s) to the correct Brand and Market combinations via the Accounts Page

Pre-Requisites

You must have Full Control of the Business Manager in order to complete the connections.

If you do not have the right permissions, please liaise with one of your colleagues who does.

Step by Step Guide

Stage 1

  • Sign in to CreativeX, then look for Connections on the side menu.
  • Expand it, and then click on Link New Account

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  • Select the "Facebook and Instagram Ads" card and you'll be presented with the screen below.Screenshot_2023-03-15_at_17.01.43.png
  • As shown in the left card, you'll need to go to Facebook Business Manager and add CreativeX as a partner by completing all of the steps listed.
  • You can also follow the instructions in this video:

  • Our Business Manager ID is 251399878599777.
  • Provide "Insights" access only.

 

Stage Two

  • Once done, return to the previous screen on the CreativeX dashboard to finalise the connections.
  • In the right-hand card you'll need to first copy & paste the Facebook Ad Account ID and Account Name exactly as it's shown on Facebook Business Manager.
    • In the first box, you'll need to add act_ followed by the account number e.g. act_987654321.
    • Make sure that there are no spaces before, in, or after the ID you've entered.
  • In the second box, copy & paste the Ad Account Name exactly as it appears in Facebook Business Manager.
  • You must ensure that there are no spaces before or after the name (it's fine if there are spaces in the name itself.

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  • If you get an error message, it means one of the following (usually the first):
    • The Ad ID or Ad Name is not entered correctly.
    • CreativeX has not been added as a partner in Facebook Business Manager.
    • CreativeX has been added as a partner, but with the wrong permissions.
      • Remember, that you must provide ‘Insights’ level access.

If you're still receiving an error message, and have confirmed that none of the above is the cause then please email support@creativex.com and we'll get the issue sorted for you!

  • Next, you'll be asked to confirm that any associated Brand Pages are assigned to CreativeX as well.
  • Assigned brand pages will show with a green tick, and yet to be assigned pages will be shown with a red X.
    • If a page is listed here then it will be required to ensure that we pull in all content from the ad account.
    • For more details on Brand Pages, please check out the links at the bottom of this article.

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  • On the final screen, select the Brand & Market that this Ad Account is associated with as well as the Company Owner. This refers to the agency or company that manages the ad account.

Screenshot_2022-04-01_at_12.56.17.png

    • After clicking the “Confirm” button in the bottom right-hand corner, a final confirmation screen will appear and if all of the information looks correct, select “Looks Good!” and you will have completed connecting your Facebook and Instagram Ads account!
    • You'll need to repeat this process for each ad account individually.

Additional Details

The articles linked below provide some additional details that may be helpful:

 

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