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You’ve likely reached this page because we (XEN) have asked you to give us access to some of your marketing accounts.
Depending on what we’ve requested access to the following steps will help:
Please add access for two accounts – with Edit permissions:
(also known as Google Webmaster Tools)
Please add – firstname.lastname@example.org – as a Full User
Please add – email@example.com – as an Admin with Publish permissions in your container(s)
This unfortunately is a three step process:
i. Could you please let us know your Google Ads Customer ID (it will up at the top left in Ads)
iii. Which you can then Approve (from top right menu under cog > Account Settings > Account Access)
Google My Business listing: please add firstname.lastname@example.org as a User in your Google My Business account.
Go to https://business.google.com/ and find 'Users' on the left-hand side menu.
Click Add Users.
Add email@example.com as a Manager:
Then click Invite.
Facebook page: please let us know your Facebook page URL and we will request access from our agency Facebook Manager account.
Instagram company profile: we’ll need your Instagram username and password.
These are optional, but where appropriate we’ll share Facebook updates through to Twitter and LinkedIn as well
Twitter: we’ll need your Twitter username and password
LinkedIn Company Page: Please add firstname.lastname@example.org as an Admin on your company page
YouTube Channel: please invite email@example.com as a Channel Manager in your YouTube account
We will set up a free Buffer account to handle social channel scheduling.
Please provide the email address you’d like us to use to set up this account (i.e. so you can also have access to the account and so we can hand over in future if needed).
If you already have a Facebook Business Manager account, please let us know your Business ID:
If you don't have a Facebook Business Manager Account, you will need to create one:
If you have a Facebook Ads Account, please provide us with your Facebook Ad Account ID, and we will request access from our agency account.
If you don't have a Facebook Ads Account, we can create one for you. Please ensure you have a Facebook Business Manager (see steps above) and we will create an Ad Account on behalf of your business.
The permissions we need depend on whether we are doing a full onboard for your portal, versus a review and optimisation piece (see below for details).
Please add permissions as per the below settings, for each of these XEN team members:
If we are setting up your Portal as part of HubSpot Ignition onboarding, you will need to give us Super Admin privileges:
If your portal is already setup and we are doing an audit, training or optimisation for you, then the following permissions are requested:
HubSpot Contact Permissions
For HubSpot Marketing we basically need access to everything
For Deals we usually view everything, however if you have particularly sensitive deals that you don’t want us to see, you can change our Access to Owned Only:
This means we can still create/edit test Deals in order to optimise your processes, but can’t see any of your existing deals
Basically everything in Service
We don’t usually need this, however, if we are working on your HubDb tables we will need the following:
Craig Bailey assisted us with developing and refining the strategy for promoting a major new initiative in education. He was able to guide us to clarity about our key messages and target audiences, as well as how to link the personas for those target audiences to those key messages and the channels we will use.
He was outcomes-focused, kept us concentrated on the problem we are trying to solve for the end user and added great value to our marketing strategy.
Craig is also very enjoyable to work with — the strategic lens he brought to bear never wavered, but we honed our strategy in a relaxed and fun session.
CEO, Australian Shareholders Association