Platform Guide:

How to Share Access to Your Digital Marketing Tools

Table of Contents:

How to Share Access to Your Google Analytics

How to Share Access to Your Google Ads

How to Share Access to Your Facebook Business Manager Login

How to Share Access to Your Facebook Ads Manager

How to Share Access to Your Instagram Login

How to Share Access to Your LinkedIn Company Profile

How to Share Access to Your LinkedIn Company Ads Manager

How to Share Access to Your TikTok

How to Share Access to Your Pinterest Account

How to Share Access to Your YouTube Channel

How to Share Access to Your Company Website

How to Share Access to Your Domain Login

How to Share Access to Your Hosting Login

How to Share Access to Your CallRail Tracking

How to Share Access to Your CRM Access

How to Share Access to Your Google My Business

How to Share Access to Your Email Marketing Platform

How to Share Access to Your Google Analytics

In order for us to track your website data, we will need access to your Google Analytics account and the best and easiest way to share access is to make marketing@oldtownmediainc.com an admin.

How to Add Users to Your Google Analytics Account:
You can add as many users as you need. To add a new user to an account:

  1. Sign in to Google Analytics
  2. Click Admin, and navigate to the desired account
  3. In the Account, click Access Management
  4. In the Account permissions list, click +, then click Add users
  5. Enter the email address: marketing@oldtownmediainc.com
  6. Select Notify new users by email to send a message
  7. Assign the Administrator role
  8. Click Add

Resource: https://support.google.com/analytics/answer/1009702?hl=en#zippy=%2Cin-this-article

By sharing access to your Google Ads account, we can work on ad creation on the same Google Ads account. Once you’ve granted access, you can edit a user’s access level, or you can always remove access later on.

How to grant access to your Google Ads account

  1. Sign in to your Google Ads account
  2. In the upper right corner of your account, click the tools icon wrench icon , then under “Setup,” click Access and security
  3. Click the plus button plus icon
  4. Select Administrative access level, then enter the email address: marketing@oldtownmediainc.com
  5. Click Send invitation

Resource: https://support.google.com/google-ads/answer/6372672?hl=en

How to Share Access to Your Facebook Business Manager Login

The fastest way for OTM to gain access to your Facebook account is by sending a request to manage the page and all you will need to do is approve the request.

Before You Begin

  • If you’re the Page admin, you can approve the request. These steps only apply to the person who has Page admin permissions through Business Manager

Approve Ownership or Partner Request from Pages
If you are a Page owner, you can approve ownership or partner requests for your Page. The steps below only apply if you are a Page owner. To approve ownership or partner request from Pages:

  1. Open your Page
  2. From the left menu, select Page Settings
  3. Select Page Roles
  4. You will find the request under Partner Request or Ownership Requests. Select Respond to Request
  5. Select Give Old Town Media access to my Page

If you are a Business Manager admin, you can also approve partner requests in this way:

  1. Log in to your Business Manager
  2. Go to Business Settings from your left sidebar. Then, click Requests
  3. Click on the Received tab. You should see businesses that have requested access to your Page here. You should also see information about the user who has requested access and the business they belong to
  4. Click Approve or Decline

You have now either approved a partner request to give someone permission to access the Page or an ownership request to transfer ownership of the Page.

Resource: https://www.facebook.com/business/help/619744345300739?helpref=search&sr=1&query=ownership

How to Share Access to Your Facebook Ads Manager

To grant OTM access to your Facebook Ads Manager account you will need to provide us with your Google Ads customer ID, we will request to manage your page, and then you will need to accept the request.

Find your Ad Account ID (Account Dropdown Menu)

  1. Go to Ads Manager
  2. Your ad account ID number is shown above the search and filter bar, in the account dropdown menu

Approving an Access Request

You will get an email from Facebook asking you to approve the request. If you click on the link, you’ll be taken to your Facebook account page, where you’ll approve the request and give Old Town Media permission to Manage Ad Account.

On the off chance that you don’t get the email, you can always log into your Facebook Ads account and click on the gear icon in the upper right-hand corner to access your Facebook Ads Settings, where you can see any pending requests.

account example

How to Share Access to Your Instagram Login

If you already connected your Instagram account to your Facebook business manager, we will gain access to your Instagram when we get access to Facebook.

We will still need you to provide us with your login information so that we can post natively through the app.

Follow the steps below if your Instagram account is not currently added to Facebook Business Manager:

  1. Go to your Business Manager
  2. On the left side of the page, click Business Settings > Instagram Accounts
  3. Click Claim New Instagram Account
  4. Add your username and password, then click Next
  5. To authorize one or more of your ad accounts to use the Instagram Account, check the box next to each ad account and click Save Changes

Resource: https://www.facebook.com/business/help/368080763391044

How to Share Access to Your LinkedIn Company Profile

We will need your login information for LinkedIn and you will need to grant super admin access to Kerrie who will add our other team members that will work on your account.

How to Add a New Admin to Your LinkedIn Page:

  1. Access your Page Super admin view
  2. Click the Admin tools dropdown at the top of the page and select Manage admins
  3. Click the Page admins or Paid media admins tab
  4. Click the + Add admin button
  5. Type Kerrie Luginbill in the Search for a member… text field
  6. Click Kerrie’s name from the menu that appears
  7. Select the Super Admin role
  8. Click the Save button

Resource: https://www.linkedin.com/help/lms/answer/37594

How to Share Access to Your LinkedIn Company Ads Manager

To add OTM to your ads account:

    1. Sign in to Campaign Manager
    2. Click the correct account name
    3. Near the top right of the account page, click the Settings icon next to the account name and select manage access from the dropdown
    4. Click Edit in the upper-right corner of the Manage access pop-up window
    5. Click Add User to Account in the upper-left corner of the User Permissions pop-up window
    6. Paste in Kerrie’s LinkedIn public profile URL: https://www.linkedin.com/in/kerrieluginbill/ or type in her name: Kerrie Luginbill
    7. Assign Billing admin role

Resource: https://www.linkedin.com/help/lms/answer/a417905

image 2 1

How to Share Access to Your TikTok

Tik-Tok is a fast-growing platform so if you have a Tik-Tok, we’ll want access to your account! If you have a normal Tik-Tok account, please send us your login information.

If you have a Tik-Tok Business Account, follow these instructions to invite a member:

  1. Go to your Business Center and click the Members on the navigation bar on the left
  2. Click Invite Member
  3. Enter the email address of the member you want to add (you can enter more than one email address by using the Enter key to separate them) and select the Business Center Admin role
  4. Click Next
  5. Click Skip or Confirm and your invitation will be sent

Resource: https://ads.tiktok.com/help/article?aid=12791

How to Share Access to Your Pinterest Account

If you have a Pinterest account we will need your login information and if you are running ads on Pinterest, Old Town Media will need to be added as an admin.

Old Town Media will submit a request to access your ad accounts but first, we will need your ad account, which is located below your ad account name in the Ad account section of your Business Access page.

Once we have your ad account id, we will submit a request to be added as an admin.

Resource: https://help.pinterest.com/en/business/article/share-and-manage-access-to-your-ad-accounts

How to Share Access to Your YouTube Channel

If you have a Brand Account, you can now use channel permissions to add or remove access to your YouTube channel instead.

Ready to create a Brand Account?

  1. First, check to see if you already have a Brand Account
  2. Sign in to YouTube
  3. Click Settings
  4. Click Advanced Settings
  5. Click Move Channel to a Brand Account
  6. Choose the account you want to move to from the list on your screen. IF you don’t have a list of accounts, it could be for a few reasons:
    • Your Google Account is not the primary account owner. Learn more about how to change channel owners.
    • Other users have access to your channel in Studio permissions. To continue, you first have to remove these users in Studio. Learn more about how to remove access.
    • Your channel had been using a Brand Account and moved to permissions. To continue, you first need to opt your channel out of Studio permissions.
    • To opt-out, select “Opt out of permissions in YouTube Studio” under YouTube Studio’s Settings and then Permissions.
  7. If the account you choose is already associated with a YouTube channel, click Replace, then select Delete channel in the box that pops up
    • Important: Doing so will delete the channel that is already associated with that account. Any content associated with this channel will be permanently deleted, including videos, comments, messages, playlists, and history
  8. Check how your channel name will appear after moving, then click Move channel.
    • Reminder: Doing so will delete any existing channel and the videos already associated with the account that you’re moving to

How to Add Access to Your YouTube Account:

  1. Go to studio.youtube.com
  2. On the left-hand side, click Settings
  3. Click Permissions
  4. Click Invite and enter marketing@oldtownmediainc.com
  5. Click Access and select Manager as the role

Resources:

 

How to Share Access to Your Company Website

We will need your WordPress or CMS manager login credentials for your website or you can create a new user for Old Town Media with the user name OTM.

How to Add Users to Your WordPress Site

  1. Click on Users in your dashboard
  2. Click the + Invite button
  3. Enter OTM as the WordPress.com username
  4. Select Administrator role
  5. Click the Send Invitation button

How to Share Access to Your Domain Login

We will need your login credentials for your domain.

Note: Domain login is the registrar where you purchased your .com online, such as GoDaddy. In some cases, this may be the same as your Hosting provider.

How to Share Access to Your Hosting Login

We will need your login credentials for your web hosting platform.

Note: hosting is where your current website files are stored, such as WP Engine, GoDaddy, Hostgator, etc. If you don’t know your hosting platform, we can use whois.com to look it up.

How to Share Access to Your CallRail Tracking

If you already have a Call Rail account, you will need to add OTM as an admin.

How to Create a New Lead Center Agent:

  1. Click the Account icon in the top left to open the My Account panel, then select Users
  2. Click the Create User button
  3. You’ll see a screen that asks if you’d like this user to be a Lead Center Agent. Choose Yes, I want this user to have agent permissions in Lead Center
  4. Depending on your Agent selection in the first screen, you’ll be asked to choose a user type. You’ll want to grant OTM Manager + Agent access
    Enter in the info:

     

  5. Select the companies the user will have access to, then click Review to move to the next step
  6. Review your user’s information to confirm their login details and any seat costs are correct (if you’re using Lead Center)
  7. Once you’re ready to move to the next step, click Send

Resource: https://support.callrail.com/hc/en-us/articles/202900669-Users

How to Share Access to Your CRM Access

Depending on their CRM tool, either provide us with a login or give us access by creating OTM as a user with the email marketing@oldtownmediainc.com

How to Add Users to Your Hubspot Account:

  1. In your HubSpot account, click the settings icon in the main navigation bar
  2. In the left sidebar menu, navigate to Users & Teams
  3. In the upper right, click Create user
  4. You can add your users in a few different ways:
    • Enter the email addresses into the Add email address(es) field. If you are adding multiple users at the same time, separate email addresses with a space. Then click Next.
    • Import users from a CSV file. In Excel, add an Email column with the email addresses of your users, and save the file in a CSV format. Click A CSV file, then drag and drop your .csv file, or click choose file to browse files on your computer. Then click Next.
  5. Set up user permissions
  6. In the How do you want to assign permissions to this user? section, select Start with a default permission role
  7. Click Next
  8. Click the Select template dropdown menu and select a Super Admin
  9. Review the permissions, then click Send or Add to give the users access to your account

How to Share Access to Your Google My Business

In order for us to manage your online listings for reputation management and local SEO, we will need to be added as owners to your Google My Business accounts.

How to Add Owners

  1. On your computer, sign in to Business Profile Manager. If you have multiple locations, open the location you’d like to manage.
  2. In the menu on the left, click Users
  3. At the top right, click Invite new users
  4. Enter email: Marketing@oldtownmediainc.com
  5. To select the user’s role, choose Owner
  6. Click Invite. Invitees will have the option to accept the invitation and immediately become users

Resource: https://support.google.com/business/answer/3403100?hl=en&co=GENIE.Platform%3DDesktop&oco=0

How to Share Access to Your Email Marketing Platform

Depending on your email marketing tool, you will need to provide us with either the login information for the platform or give us access by adding OTM as a user with the email: marketing@oldtownmediainc.com

How to Add a User on MailChimp

  1. Click your profile icon and choose Account
  2. Click the Settings drop-down menu and choose Users
  3. Click Invite A User
  4. Input the email address: marketing@oldtownmediainc.com and select Admin
  5. Click Send Invite

How to Add a User on Constant Contact

  1. Click the profile name in the upper right and select My Account from the drop-down
  2. Click the Manage Users tab
  3. Click Add New User
  4. Enter email: marketing@oldtownmediainc.com
  5. Select Account Manager
  6. Click Send invite
  7. An email will be sent to the email address you entered. If we don’t receive the email, you can click Copy URL to share the link with us separately
  8. When you’re done, click Got it.

How to Add a User on Emma

  1. Click on your name and select Users from the dropdown menu
  2. Select the Invite a user button to the right of the Users page
  3. Enter the email address: marketing@oldtownmediainc.com and select the Administrator role and then click the Send invitation button. You will see a quick message confirming the invitation has been sent

As always, if you run into any questions or need assistance feel free to reach out to us, we’d be happy to help!

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