Onboarding Access Checklist- Your First Step to Success

Why do we need access?

Before we help you, we need access to your accounts to evaluate your cross-channel performance. You may already have some accounts, while you might need to create others.

You must establish a personal brand, company brand, and user profile (3 objects) on each social network.

If you bought a Power Hour, granting us access lets us identify areas that require attention and decide on necessary adjustments.

If you purchased a package, our team can create some accounts for you to help build your personal brand, which helps your company brand.

The more accounts you set up, the stronger signals you send to Google. Posting even once on these accounts creates a massive signal that Google detects.

Although not all steps are mandatory, giving us more data helps us improve the analysis and deliver better results.

Once we gain access, we will connect your content with the right audience, analyzing each campaign in detail to optimize future efforts and maximize success. Understanding your audience’s performance will enable us to craft highly effective messaging.

We will review and analyze all marketing campaigns, including social media platforms like Facebook and Twitter. Additionally, we will evaluate how specific content performs on different platforms to identify the types of customers you are targeting with each product message.

Proper tracking is crucial for monitoring conversions, analyzing campaigns, and remarketing your content to existing customers.

Access Checklist


  • Google.
    • Google Ads.
    • Google Analytics 4.
    • Google Search Console.
    • Google Business Profile.
  • Website.
    • Company Website login info.
    • Personal Brand Website login info.
  • Facebook.
    • Facebook Business Profile.
    • Facebook Public Figure Page (or Personal Brand Page).
    • Facebook User Profile.
    • Facebook Ads Account.

 

Access Sharing Methods for Each Platform

Grant Access to Google Ads Account

Granting access to Google Ads has 2 parts-sending your Google Ads Customer ID, and accepting our invitation.

Part 1: Send your Google Ads Customer ID.

1. Log in to https://ads.google.com.

2. Find your Customer ID number by clicking on the  

“?” icon.

3. Send an email to Access@analyticaim.com 

with your Customer ID.

At this point, our team will send you an invite request at a later time. The invite request will appear in your inbox or your Basecamp project, which our team may create for you depending on the package you purchased.

Part 2: Accept our invite request.

1. Log in to https://ads.google.com.

2. On the top-right, click Tools and Settings.

3. Under the Setup column, click Access and Security.

4. Click Managers.

5. Click Accept.

Create a Google Analytics Account

1. Click Sign Up on

2. Enter your account and website name, as well as the website’s URL.

          Website’s industry category

           Time zone you want the reporting to be in.

3. Once you do all that, accept the Terms and Services in order to get your tracking ID.

The tracking ID is a string of numbers that tells Google Analytics to send analytics data to you. It’s a number that looks like UA-000000-1. The first set of numbers (000000) is your personal account number and the second set (1) is the property number associated with your account.

Grant Access to Google Analytics

1. Log in to analytics.google.com.

2. If you already have your account set up, go to Step 6.

Section

3. If you do not have an account set up, create one by clicking Start For Free.

4. Complete the Start for free form and accept the terms (leave boxes checked).

5. Go to Step 10.

6. If you see your website listed on the Home tab, go to Step 10.

7. If you don’t see your website, click Admin (in top nav bar).

8. Click on the Account dropdown arrow and select Create new account.

9. Complete the signup form and accept the terms (leave boxes checked).

10. Click Admin (in the left nav bar).

11. Click on Account Access Management under the Account nav bar.

12. Click on the blue plus icon.

13. Write  no in the Email addresses field.

14. In the Standard Roles section, choose Editor.

15. Click Add on the upper right.

Upgrade Your Existing Universal Analytics Property to Google Analytics 4 (GA4)

If you already have a Universal Analytics Property set up in your account and you’re just trying to upgrade to Google Analytics 4, you can add an existing Google Analytics property to your existing account.

1. Log into https://analytics.google.com/analytics.

2. Click on the admin gear on the bottom-left.

3. Click GA4 Setup Assistant.

4. Click Get Started under I want to create a new

Google Analytics 4 Property.

5. Click Create Property.

You have now created Google Analytics 4 Property that is connected to your account.

Grant Access to Google Search Console

1. Log into

2. In the property drop-down, choose your property.

3. At the left panel, scroll down and click Settings.

4. Click on the arrow beside Users and Permissions.

5. Click ADD USER.

6. Under Email address, write Access@analyticaim.com.

7. Under Permission, choose Full.

8. Click ADD.

Grant Access to Google Business Profile (Formerly Google My Business)

1. Sign in to google.com/business. If you haven’t made an account, you can create an account in this URL.

2. Click on the 3 dots.

3. Click Business Profile settings.

4. Click Managers.

5. Click the Add.

6. Write “ Access@analyticaim.com”  in the blank space.

7. Choose the owner.

You will still be the Primary Owner. The Owner role allows us to share and delegate tasks to our team members.

8. Click Invite.

Create your Facebook Business Manager Account

1. Go to business.facebook.com/overview.

2. Click Create Account.

3. Enter a name for your business, your name and work email address and click Next.

4. Enter your business details and click Submit.

Grant Access to Facebook Business Manager

You must manage all of your assets in your Facebook Business Manager. That way you own all of your data, pages, and assets! Takes 1-5 Minutes

1. Log in to www.business.facebook.com

2. Click on Settings (gear icon). Then click on More Business Settings.

3. Under the Users menu click on Partners.

4. Click on Add at the top of the Partners panel.

Then click on give a partner access to your assets.

5. Under Partner Business ID enter the following ID: 996625018794559.

6. In the next window, click on Pages > Classic Pages.

7. Select the assets that Content Factory will be managing. And make sure that the Manage Page button is selected.

8. Next, click on the Ad Accounts tab.

9. Repeat Step 7.

10. Click Save Changes.

Grant Access to Facebook Business Manager Assets

1. Login to business.facebook.com (activate your Business Manager, if needed).

2. Click on the Business Settings icon (lower left corner, looks like a gear).

3. Click on the blue (+) Add button.

4. Select give a partner access to your assets.

5. Enter business ID 996625018794559 into the Partner Business ID field and click next.

6. On this screen, you can grant access to multiple assets. Choose a type of asset in the first column.

7. Select the assets you want to add your partner to in the second column. Assign a role for your partner in the third column. Repeat these steps until you’ve chosen roles for the following assets:

  a. Facebook Pages (company and public figure pages)

b. Facebook Ad account

c. Facebook Pixel

d. Instagram Account

8. Click Save Changes.

Add a New a Facebook Page to a Business Manager

Want to know the difference between a Facebook Page and Facebook profile?

1. Log in to https://business.facebook.com.

2. Click Settings.

3. Click Business Settings.

4. Under Accounts, click Pages.

5. Under Pages, click Add.

6. Click Add a Page.

7. Write the URL for your Facebook Page.

Tip: You can also type the name of your business, and a drop-down may appear for your Facebook Page

8. Click Add Page.

9. Click Add All.

Grant Access to Facebook Ad Account

1. Log in to business.facebook.com. (activate your Business if needed).

2. Click on the Business Settings tab and select Ad Account.

3. Click on the Partner button.

4. Click on Connect your Page using your partner’s business ID instead.

5. Select Admin when assigning our role. Enter Analytic Aim’s business ID: 996625018794559

6. Click Connect.

Facebook has begun disabling ad accounts which run ads for multiple different advertisers on a single ad account which is in violation of its advertising policies. 

All advertisers who have ad accounts running ads for multiple advertisers are required to create new ad accounts for each advertiser that is being promoted.Make sure each client has their own Facebook Ad account as part of our setup.

          Your Website

For most cases, you will need to provide access to only 1 of your websites, or content management systems, e.g. WordPress, Squarespace, or HubSpot. Our team usually use WordPress. If you use a different website for your project or package besides WordPress, Squarespace, or HubSpot, please contact the account manager, or project manager for more info.

Create & Share Your CallRail Account

1. Visit https://www.callrail.com/

2. Click on the “Start free trial” button in the top right.

3. Enter in your company details.

4. Visit your email and approve your new account.

5. Share login details with our team through Access@analyticaim.com with the title

CallRail Info”.

NOTE: It’s recommended that you purchase the lowest tier $49/month plan for proper call tracking attribution.


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