Manage Ad Accounts

Context

After you set up a third-party platform integration for an ad network, you can manage the ad accounts added for the platform.

The ad network integrations you can manage ad accounts for include:

• LinkedIn
• Adobe
• Facebook
• Google (available soon)
• Microsoft
• Twitter

There are several ways you can manage ad accounts. You can:

• Add an additional Ad Account - Add ad accounts for integrations such as LinkedIn that support multiple ad accounts.
• Rename an Ad Account - Update the name of ad accounts to make them more identifiable for other Demandbase users.
• Reauthenticate an Ad Account - Reauthenticate ad accounts to update the integration, when necessary. 
• Delete an Ad Account - Remove ad accounts that you no longer need.

Prerequisites/Preparation

You must have Administrative privileges.

Steps: Add an Ad Account

1. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
2. Click Integrate Ad Account.
   
   
3. In the window that opens, click the login option.
4. In the integration sign in window, enter the credentials for your account.
5. For certain integrations, click Allow after reviewing the level of permission Demandbase needs for the integration.
6. Select the ad account from the drop-down list and click Create. Accounts that you have access to without sufficient permissions for using the integration appear as non-selectable options.

Outcome: Add an Ad Account

You can now select the new ad account when adding Audience Destinations for the third-party platform.

Steps: Rename an Ad Account

1. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
2. Click the integration name. For example, click LinkedIn.
   
   
3. In the Update Ad Account window, update the name in the Demandbase Name field and click Save. The updated name appears in the Name column in the Ad Account window.
   
   

Outcome: Rename an Ad Account

The updated ad account name now appears in the options available when adding Audience Destinations for the this-party platform.

Steps: Reauthenticate an Ad Account

1. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
2. Click the integration name. For example, click LinkedIn.
   
   
3. In the Update Ad Account window, click Reauthenticate.
4. In the window that opens, click the login option. For example, click Login with LinkedIn to enter your LinkedIn credentials.
   
   
5. Enter your credentials and click Sign in to complete the reauthentication process.

Outcome: Reauthenticate an Ad Account

The reauthenticated ad account can continue to be used for Audience Destinations for the third-party platform.

Steps: Delete an Ad Account

1. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Integrations, and select an integration. For example, click LinkedIn to open the LinkedIn Ad Accounts page.
2. Click the integration name. For example, click LinkedIn.
   
   
3. In the Update Ad Account window, click Delete.
   
   
4. In the Delete Data Source window, select the check box or enter the name indicating the Ad Accounts that will no longer be able to sync and click Delete.

Outcome: Delete an Ad Account

The deleted ad account no longer appears in the options available when adding Audience Destinations for the third-party platform.