Granting Us Access to Your Digital Assets

All Programs

• CMS

• Do you have Wordpress?
  • If “yes,” have them follow these instructions:
  1. Access your admin site like so: https://www.YOURDOMAIN.com/wp-admin
  2. Go to "Users" > "Add User"

  3. 

  4. Add the following info using jessie@deckbuildermarketers.com as the email address and jchampagne as the username
  5. Ensure that you select ‘Admin’ as the role and then click Add New User
• If “no,” then please send us the link, username & password to your CMS/Hosting website.
  • We need your login details: username/email & password. Invitation-based access is not to be accepted unless through Wordpress. 
  • Your information will be stored in a secure platform (1Password) which only select members of management have access. 
• Domain

• Please send login credentials to your domain provider (i.e. Network Solutions, FatCow, Google domains, etc.). Keep in mind that sometimes domain is on a separate account from your hosting provider, but sometimes is in one. 
• Invitation-based access is not to be accepted unless through Wordpress or GoDaddy (GoDaddy access invitation to be sent to april@aedesignco.com)
• If GoDaddy-
  • Set the client up within DBM's GoDaddy Pro and submit an access request.
  • Make sure you tell the client that the request is coming through, and confirm access once they've granted it.  
• Hosting

• Please send login credentials to your hosting provider (Enter.net, BlueHost, Flywheel, etc.)
• Is your hosting privately owned through a previous agency's server? Let us know!

Google Properties

• Google Tag Manager
  • If you already have Google Tag Manager installed, please follow these instructions to give us access:
    1. Sign in to your Google Tag Manager account
    2. Click on the dots to the top right of your container name
    3. Add deckbuildermarketer@gmail.com
    4. Check “Administrator, User, and ALL options under Container Permissions"

    5. 

    6. Finish by clicking on the “Invite” button
• Google Analytics

• Follow these instructions if you already have a Google Analytics account that you have access to:
  1. Select the “Admin” tab (bottom left-hand side) and navigate to the desired account
  2. In the “Account” column, click on “User Management”
  3. Add jessie@deckbuildermarketers.com
  4. Check “Edit, Collaborate, Read & Analyze, Manage Users” under “Permissions”
  5. Click the “Notify this user by email checkbox”
  6. Finish by clicking on the “Add” button
• Google Search Console
  • Follow these instructions if you already have a Google Search Console account that you have access to:
    1. Sign in to your Google Search Console account
    2. Find your property and right-click on “Manage Property”

  • 

  1. Add deckbuildermarketer@gmail.com with full permissions
• Google Business Profile

• Follow these instructions if you already have a Google Business Profile/Google My Business account that you have access to:
  1. Sign into your Google Business profile and search your business
  2. Click the 3 little dots at the top right of your profile 

1. Click “People and access”

1. Type in “deckbuildermarketer@gmail.com” and check manager, then click invite. 

Ads & Socials

• Google Ads

• Give us your account number You can find this by logging into Google Ads and copying and pasting it from the top right corner

  • 

• We’ll request manager access
• You’ll receive a notification to your email to accept 
• Facebook Page Access
1. Open Facebook
   • Go to Facebook and log in with your credentials.
2. Your Business Page:
3. Access Page Settings:
   • Click the gear on the left side of your page, under Manage Page.
4. New Pages Experience
   • Click on that to access page roles. 
5. Add a Person:
   • Click on the "Add New" button.
6. Enter the Person's Name or Email:
   • Type in the name or email address of the person you want to add. (jessie@deckbuildermarketers.com)
7. Select Role:
   • Choose the role for the person you want to add. Please select Admin.
8. Confirm and Save Changes:

   • Click on "Submit" or "Save Changes" to add the person to your ad account.

     

• Bing Ads
  • Please share you login information with us. Rest assured that it will be stored in a secure platform (1Password) where only the necessary employees have access. 

1. Instagram
   • As long as your Instagram profile is connected to your Facebook Business Manager, you don’t have to do anything here, since we’ll have access through there.
   • If your Instagram account is not connected, please share your login information with us. Rest assured that it will be stored in a secure platform (1Password) where only the necessary employees have access. Once we attempt to log in, Insta will have me work through a time-restricted 2-factor authentication that will go to your phone number or email. 
2. Connect FB to IG
   • Connect your IG to Facebook
     • Follow these steps:
       1. Log in to Facebook
       2. Select Pages in the left menu
       3. Choose your Facebook page
       4. Click Settings
       5. Select Linked Accounts in the left column
       6. Select Instagram
       7. Connect your account
     • If that doesn't work for you, follow these steps:
     1. Go to your Instagram profile
     2. Tap Edit Profile
     3. Under Profile information, tap Connect or create next to Page
     4. Tap Continue
     5. Choose a page from your Pages that you'd like to connect to or select Create a new Facebook Page
     6. Tap Done once you've selected a page or created a new Facebook page 
3. LinkedIn
   1. Go to your business profile page, and click Settings > Manage Admins
   2. Add Jessie (https://www.linkedin.com/in/jhdchampagne/), click Super Admin, and save.
   3. She will add other necessary team members.  
4. Online Listings
   • Please provide us the links AND logings for these online listings for your business:
     • BBB
     • Yelp
     • Houz
     • Angi
     • HomeAdvisor
     • Other

Twilio

1. Create an account with Twilio.
2. Once your in your dashboard, go to Billing > Upgrade, and input your information. It gives you the option to set up an auto recharge so you don’t have to keep going in there to add more credits. We recommend starting with $30. The amount you will be charged in Twilio directly depends on how many texts/calls you end up having.
3. Once you have your billing set up, go to Account > Manage Users, and write deckbuildermarketer@gmail.com
4. Check the administrative role, and click send invitation. Jessie will then invite the necessary team members to your account.