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
• 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 Admin privileges in Demandbase.

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.

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.
   
   

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.
   The reauthenticated ad account can continue to be used for Audience Destinations for the third-party platform.
   Important: When reauthenticating an ad account for LinkedIn, you need to reselect the ad account to complete the process. If you're unable to reselect the ad account, see Troubleshooting: Unable to Select LinkedIn Ad Account During Reauthentication.

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 checkbox or enter the name indicating the Ad Accounts that will no longer be able to sync and click Delete.