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Welcome to

Digital Onboarding

This page will walk you through exactly how to onboard with DEKSIA, so that we can begin running your marketing campaigns, and tracking success.

You may decide to grant us access to all of these assets. That way we don’t need to do it again later, or, only choose to share the assets you need right now.

Website CMS

(WordPress, Squarespace, etc)

Grant DEKSIA Access to your Website

For WordPress:

  1. Log in to your WordPress website.
  2. Click on ‘Users’. On the left-hand side, you will see a menu. In that menu, click on ‘Users’.
  3. Click ‘Add New’. Across the top, click the ‘Add New’ button.
  4. Fill out the form
    1. Set user email to: developers@deksia.com
    2. Set the role to Administrator.
  5. Click ‘Add New User’. At the bottom of the form, click the ‘Add New User’ button

If you’re an Administrator and you’d like to make someone a Contributor, Author, or Editor on your site, go to Users → Add New. Fill in the required info, choose a password for them, check the box “Send this password to the new user by email” and select the role you wish to give them using the dropdown. Your new user will get their password in the email with instruction on how to log in. Once logged in they can change their password and any other info (except their username) by editing their profile.

Google Analytics Onboarding

Add DEKSIA to Your Google Analytics

Follow these steps to give DEKSIA access to your Google Analytics

  1. Sign in to Google Analytics.
  2. Click Admin, and navigate to the desired account/property/view.
  3. In the Account click User Management.
  4. In the Account permissions list, click +, then click Add users.
  5. Enter social@deksia.com (formerly admin@deksia.net)
  6. Select Notify new users by email to send a message to the user.
  7. Select “Manage Users” for permissions.
  8. Click Add.
  9. You’re done! 🎉

Google Analytics 4 Onboarding

Add User to GA4

Add DEKSIA to Google Analytics 4

Follow these steps to give DEKSIA access to Google Analytics 4

  1. Sign in to Google Analytics.
  2. Click Admin, and navigate to the GA4 Property.
  3. In the Account click User Management.
  4. In the Account permissions list, click +, then click Add users.
  5. Enter social@deksia.com (formerly admin@deksia.net)
  6. Select Notify new users by email to send a message to the user.
  7. Select “Editor” under Direct roles and data restrictions.
  8. Click Add.
  9. You’re done! 🎉

Google Search Console Onboarding

Add User to Google Search Console

Add DEKSIA to Google Search Console

Follow these steps to give DEKSIA access to Google Search Console

  1. Sign in to Google Search Console.
  2. From the left-hand menu, scroll to the bottom and click Settings.
  3. Click Users and permissions.
  4. In the upper-right corner, click the blue “+ADD USER” button.
  5. Enter social@deksia.com (formerly admin@deksia.net)
  6. Be sure permissions are set to FULL.
  7. Click Add.
  8. You’re done! 🎉

Google My Business Onboarding

Add Deksia to Your Google My Business

Follow these steps to give Deksia access to your GMB account:

  1. Head over to business.google.com
  2. Sign in to your business’ account
  3. Once you are on your home page, scroll to the bottom left corner and click “Users”
  4. Once the panel opens, click “Add Users”
  5. When you add users make sure to type the correct email of the person you are trying to give access to.
  6. Determine the role of the user, you can pick between “Manager”, “Owner”, and “Site Manager”, for our purposes pick Deksia as “Manager”
  7. Click invite and access should be granted via email!
  8. All done! 🎉

YouTube Channel Onboarding

Add DEKSIA to your YouTube Channel

Follow these steps to give DEKSIA access

  1. To add access:

    1. Go to studio.youtube.com.
    2. On the left-hand side, click Settings.
    3. Click Permissions.
    4. Click Invite and enter social@deksia.com (formerly admin@deksia.net)
    5. Click Access and select the role you’d like to assign to this person:
      • Manager: Can add or remove others and edit channel details. And upload, edit, publish, and delete videos. Can’t delete the channel.
    6. Click Save.
  2. You’re done! 🎉

Google Tag Manager Onboarding

Add DEKSIA to Tag Manager

Follow these steps to give DEKSIA access to your Google Tag Manager

  1. Click Admin.
  2. In the Account column, selectUser Management.
  3. Click (+).
  4. Select “Add new users.”
  5. Enter social@deksia.com (formerly admin@deksia.net)
  6. Grand Administrator permissions.
  7. Click Invite.
  8. You’re done! 🎉

Facebook & Instagram Onboarding

What is Facebook Business Manager?

Ideally, your companies Facebook and Instagram accounts are owned, or controlled, by your Facebook Business Manager account.

Similar to having a company warehouse your assets, Facebook Business Manager allows you to give access to other employees, and vendors.

How to Create a Facebook Business Manager Account

(If you already have an account, you can skip this section)

  1. Go to business.facebook.com.
  2. Click Create Account.
  3. Enter a name for your business, select the primary Page and enter your name and work email address.
  4. Note: If you don’t yet have a Page for your business, create one.
  5. Enter your information in the rest of the required fields.
  6. Connect your assets: Facebook Pages & Instagram Accounts

Adding DEKSIA to your Facebook

Follow these steps to allow DEKSIA to complete your Facebook Business Manager Setup:

  1. Go to Business Settings.
  2. Below Users, click Partners.
  3. Click + Add.
  4. Select Give a partner access to your assets.
  5. Enter the Partner Business ID: 1021132661254429 and click Next.
  6. Add ALL assets with Admin/ Edit permissions, unless instructed otherwise.
    1. Permissions can be easily removed or changed at a later date.
  7. Click Save Changes.
  8. You’re done! 🎉

Learn More

Alternative Method: Add Deksia as a User

  1. Login to business.facebook.com
  2. Go to Settings (bottom left) >> Users >> People >> Add
  3. Invite social@deksia.com to your Facebook Business Manager account
  4. Grant them ADMIN permissions
  5. You’re done! 🎉

Twitter Onboarding

Adding DEKSIA to your Twitter

Follow these steps to give DEKSIA access to your Twitter Ad account without a business profile:

  1. Go to ads.twitter.com
  2. Below your profile name, click Edit access to account.
  3. Click Add access.
  4. Enter @Deksia and select the Deksia profile.
  5. Select the access level drop down and assign Account administrator.
  6. Check the can compose promotable tweet box.
  7. Click Save.
  8. You’re done! 🎉

Follow these steps to give DEKSIA access to your Twitter Ad account with a business profile:

  1. Go to ads.twitter.com
  2. Below your profile name, click Business Settings.
  3. Click the Partners tab and select Invite Partner.
  4. Enter Business ID: bwmvfy5eonpe and click invite.
  5. Click the accounts tab and ads accounts.
  6. Click the ad account, add, and under partners give the Deksia profile Account Admin access.
  7. Click Save.
  8. You’re done! 🎉

LinkedIn Onboarding

Linkedin

Follow these steps to allow DEKSIA to manage your company page and launch ad campaigns.

  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. Search for Deksia Jones, Social Media Magician
  6. Click the member’s name from the menu that appears.
  7. Grant ADMIN permissions
  8. You’re all done! Notify your account manager.

Pinterest Onboarding

Pinterest

Follow these steps to allow DEKSIA to manage your Pinterest Ads account.

  1. Go to ads.pinterest.com
  2. Click the more options dropdown at the top of the page and select Business Access.
  3. Click the Partners tab.
  4. Click the Add partner button.
  5. Enter Business ID: 1032802264454106962.
  6. Click add partner button.
  7. Assign your ad account to the Deksia account.
  8. You’re all done! Notify your account manager.

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