In this article we have collected some instructions to help you connect to your Facebook or Google accounts. These guides provide only an overview from the point of view of an Emarsys customer - you should rely on the network's own documentation when maintaining and configuring your accounts.
Connecting to Facebook
Preparing your Facebook Ads account
CRM Ads connects to the assets that you have already created in Facebook, and this requires a certain amount of preparation in Facebook before you start.
- A Facebook Ads account is a prerequisite for using CRM Ads to advertise and collect new leads on Facebook. If you do not already have an account, you can read more on setting one up and managing your budget in the Facebook documentation.
- Make sure the account name and business name of the ads account are descriptive, (these can be edited in your Facebook Ads account information page, otherwise the numeric Account ID will be used when adding the Facebook Ad Account in Emarsys.
- If you want to display ads on the Facebook News Feed, you will need a fan page. You can read more on creating pages in the Facebook documentation.
- If you plan to use Lead Ads, you should also prepare your lead capture forms on these pages.
- Finally, your key Facebook profile (see below) must agree to the Facebook Custom Audience Terms before you can activate an audience.
A Facebook Business Manager account is not a prerequisite for CRM Ads. However, most of our customers do use one as it helps manage user permissions across multiple accounts and assets.
Choosing your key Facebook profile
Regardless of who actually logs in to Facebook to manage your Ads account, or who logs in to Emarsys to define your audiences, you will need a Facebook profile to connect each Facebook Ads account to Emarsys (if you have more than one Facebook Ads account you can use the same Facebook profile to connect all of them, or use a different one for each account).
It is important to note the following:
- The Facebook profile used to connect the Ads account to Emarsys must have at least Advertiser or Admin permission for that Facebook Ads account and for all the pages linked to it. If this is not the case, the accounts, pages and forms will not be visible to other users in your Emarsys account. See: What permissions are available when giving someone access to my advertising account?
- If you are using an agency for Facebook advertising, you can either ask them to give your Facebook profile these permissions, or create a user for them in your Emarsys account for them and ask them to make the connection.
- Facebook recommends using a normal Facebook profile for this rather than creating a new profile specifically for this purpose. Why is this?
Connecting your Facebook account
Before you start, you might want to watch this short video on how to connect to your Facebook account:
Before you continue:
- If you have a personal Facebook account, make sure that you have logged out of it, otherwise Emarsys will connect to that account. Do not proceed unless you have actively selected the business account when prompted to do so by Facebook.
- Make sure that the profile you are using has agreed to the Facebook Custom Audience Terms.
Then proceed as follows:
- Go to the Channels menu, CRM Ads, and open the Settings tab.
- Click Create Your Ads Account and select Facebook in the dropdown. A Facebook dialog box will appear. Here you enter the credentials for your key Facebook profile. If you are already logged in to Facebook, that profile will appear instead.
- After you log in, click Okay to approve the CRM Ads app.
- Click Okay to let the CRM Ads app manage your Facebook Ads.
- Now select one Ads account that you wish to use for advertising using CRM Ads.
- Finally, select the Conversion Types you want to use.
- Once you have connected to this account, you can go back and connect to other Ads accounts, if you have them.
You can now continue to connect your Google account, or start creating your CRM Ads audiences.
Connecting to Google
Connecting your Google account
If you do not already have a Google AdWords account, you can read more on setting one up in the Google documentation.
Before you start, you should check the following:
- Make sure that you have at the right permission level for this account to manage ad campaigns.
- You will also need a general opt-out landing page so that users can block your adverts on Google’s Ad Preferences pages.
Before you start, you might want to watch this short video on how to connect to your Google account:
To connect your Google account to Emarsys CRM Ads, first make sure that your Google user has Standard or Administrative permission for your Google Ads account. For more information on this, see: https://support.google.com/adwords/answer/1704346?hl=en.
If you are using an agency for Google advertising, you can either ask them to give your Google user this permission, or create an Emarsys user for them and ask them to make the connection.
Then proceed as follows:
- Go to the Campaigns menu, CRM Ads, and open the Settings tab.
Click the Create New Connection button and select Google in the drop-down. A Google dialog box will appear. Click Allow to approve the CRM Ads app.