Adding XEN to Your Google, HubSpot and Other Marketing Accounts

Table of Contents

  1. Google Analytics
  2. Google Search Console
  3. Google Tag Manager
  4. Google Ads
  5. Google My Business
  6. Social Media Profiles
  7. Advertising Account Access
  8. HubSpot
    1. HubSpot Portal Setup and Onboarding Permissions
    2. HubSpot Portal Review and Optimisation Permissions

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:

1. Google Analytics

https://analytics.google.com/
Please add access for two accounts – with Edit permissions:

Add us to your Google Analytics account

2. Google Search Console

(also known as Google Webmaster Tools)
https://www.google.com/webmasters/tools/
Please add – services@xen.com.au – as a Full User

Add XEN to your Google Search Console account

3. Google Tag Manager

https://tagmanager.google.com/
Please add – services@xen.com.au – as an Admin with Publish permissions in your container(s)

Google Tag Manager access

4. Google Ads

https://ads.google.com/
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)

Google Ads Customer ID

ii. We’ll then request access from our account – you’ll receive two emails to add us via two accounts: services@xen.com.au and ads@xen.com.au 

iii. Which you can then Approve (from top right menu under cog > Account Settings > Account Access)

5. Google My Business

Google My Business listing: please add services@xen.com.au as a User in your Google My Business account.

Go to https://business.google.com/ and find 'Users' on the left-hand side menu.

google-my-business

Click Add Users.

Add services@xen.com.au as a Manager:

google-my-business-manager

Then click Invite.

6. Social Media Profiles

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.

Social Media Other (Optional)

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 craig@xen.com.au as an Admin on your company page

YouTube Channel: please invite services@xen.com.au as a Channel Manager in your YouTube account

Buffer 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).

7. Advertising Account Access

Facebook Business Manager Access

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:

Facebook Advertising Access

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.

How to find your Facebook Ad Account ID.

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.

LinkedIn Advertising Access

  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 on the top right.
  5. Click Add User to Account.
  6. You can paste in the member's LinkedIn public profile URL (suggested) or type in the name of the member you would like to have added to your ads account.
  7. Choose the Account Manager role for XEN

8. HubSpot

https://app.hubspot.com/login/

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:

[i] HubSpot Portal Setup and Onboarding Permissions

If we are setting up your Portal as part of HubSpot Ignition onboarding, you will need to give us Super Admin privileges:

hubspot-user-2

[ii] HubSpot Portal Review and Optimisation Permissions

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

HubSpot Contact Permissions

HubSpot Marketing Permissions

For HubSpot Marketing we basically need access to everything

HubSpot Deals permissions

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

HubSpot Service permissions

Basically everything in Service

HubSpot Admin permissions

We don’t usually need this, however, if we are working on your HubDb tables we will need the following:

HubSpot Admin permissions

 

Available On-Demand

Yes, this is available as part of our new Digital Marketing On-Demand Service

xen-growth-model-overview

Watch an overview of the XEN Growth Model

OUR CLIENTS:
XEN

Contact Us

Sydney Office

XEN Systems
Suite 404 
56 Hercules Street
Chatswood NSW 2067 Australia

02 8006 4428
+61 2 8006 4428 (International)
Another happy client Australian Shareholders Association

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.

Judith Fox

CEO, Australian Shareholders Association