Introduction
This article will show you how to connect your Facebook Ad Accounts. This allows CreativeX to capture and report on all of your Facebook and Instagram content.
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❗ To pull content into CreativeX the minimum you need to do is connect Facebook Ad Accounts. You may also need to connect associated Brand Pages if your ad accounts have them. For details on how to connect associated brand pages so please follow this link. |
Pre-requisites
In order to connect your Facebook Ad Accounts and Pages you will need to ensure that you have Full Control of the Business Manager.
If at any point the options appear greyed out or you cannot select them, this means that the account you’ve logged in with does not have the access required to proceed with those connections.
You will need to try again with a different user account or contact another member of your organisation to complete them for you.
Connecting Facebook Ad Accounts
You can connect all of the ad accounts from within a single business manager in one go, but if you have access to more than one business manager then you’ll need to repeat the connection process for each one individually.
- Log in to CreativeX, then look for Connections on the side menu.
- Expand it, and then click on Link New Account
- Choose the "Facebook and Instagram Ads (oAuth)" option
- When prompted, sign into your Facebook account.
- You'll then be shown all of the business managers that you have access to.
- CreativeX will only be able to collect data from the managers that you choose.
Note: Don't edit any of the permissions in the flow as doing so will prevent you from completing it.
Please note the permissions listed here are standard from Meta and are covered by your company's data-sharing agreement with CreativeX. We gain read-only access to the asset and performance information of your content.
- Once you've identified the Business Manager that you need, press Continue to assign the Brand, Market and Partner for each ad account.
- If they’re all for the same combination, you can choose to complete a bulk association which will assign the same fields to each ad account. Otherwise, enter the information under each account.
- If there are more than 25 ad accounts within your business center then you’ll need to select “Load More” to connect them all within the same session.
- Verify that the account associations are all correct.
- You can still edit the Brand, Market and Partner fields if you need to.
- Do not select an option if it is not the correct listing for your account as this could lead to inaccurate data.
- On the final summary page, take another chance to confirm that everything looks correct.
- Press Confirm to finalise the connections and to return to the Ad Account overview.
Congratulations! Your accounts have all been linked to CreativeX!
Additional Details
If you're unable to complete a connection or need to pause the process don't worry, as you can always come back and complete additional connections at a later time.
You can always monitor the status of your (new) connections under Ad Accounts to ensure that they are active and pulling in content to the dashboard, but we recommend opting in for email notifications to alert you of any connection issues.